World Finance

Financial Planning and Analysis

• Drive and close loan sales by taking applications, explaining terms, and asking for the business
• Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation
• Manage delinquent accounts by securing payments and setting payment arrangements
• Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services
• Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions
• Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution
• Process payments, account updates, tax-related documentation, and document all activity in company systems
• Maintain accurate and compliant records, including timely credit denial letters and required tax documentation
• Handle and balance cash and complete required bank runs to deliver deposits
• Follow company policies, procedures, and regulatory requirements
• Complete required training and meet performance expectations for sales, collections, tax preparation, and account management
• Work regular in-person scheduled hours, with occasional extended hours or weekend work
• Travel locally to offsite locations and banks as required
• May assist with general office upkeep

Overstaff Financial Service Representative, Bilingual