Loan & Tax Specialist

Essential Duties and Responsibilities:

• Work daily between multiple workflows: Loans, Taxes, & Products
• Process online loan applications, tax support calls, and other new product calls
• Maintain minimum loan and tax production targets monthly
• Review and asses online applicants with WACs underwriting policies
• Remain compliant with IRS and State regulations, including best practices for Tax Support
• Provide support with training and development of the Tax Support & Loan Decision Teams

Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required:

• Experience with Loan Originations and World Acceptance Tax Return Processing
• Proficient in Microsoft Word, Excel, and Outlook
• Ability to work in a dynamic and changing environment
• Demonstrates good problem-solving skills, Critical Thinking, Strategic Thinking, Innovation

Education and/or Experience:

• 1-3 years of previous work experience in a lending environment.
• Experience with reporting/process improvement

Physical Demands:

• Must be able to constantly remain in a stationary position.
• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• Occasionally may require light lifting up to 25 pounds

Work Environment:

• Office environment; Occasional travel may be required