Bilingual Financial Services Advisor - Loans and Tax

WFC Limited Partnership; McKinney (TX); On-site; USD 21,000 - 25,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Long-term disability

Mental health support

401(k) with company match

Paid holidays

Paid vacation

Volunteer time

Predictable schedules

Job summary

World Finance seeks a Financial Services Representative to drive loan sales, handle collections, and provide tax preparation support. This role involves daily outbound outreach, in-person customer meetings, and balancing multiple duties across sales, collections, tax services, and branch operations.

The position offers performance-based earnings, comprehensive benefits, and opportunities for advancement. You will work in a fast-paced, customer-facing environment with a focus on meeting branch

Qualifications

• Experience in sales, collections, or account management with measurable results.
• Ability to handle high-volume calls and difficult conversations.
• Strong communication, problem-solving and organizational skills.

Responsibilities

• Drive and close loan sales and explain terms to customers.
• Manage daily outbound outreach for collections and new business.
• Assist customers with loan applications, tax preparation, and payments.
• Process documentation and maintain compliant records.

Skills

Sales experience

Customer service

High-volume calls

Communication skills

Collections experience

Education

High school diploma or equivalent

Job description

World Finance seeks a Financial Services Representative to drive loan sales, handle collections, and provide tax preparation support. This role involves daily outbound outreach, in-person customer meetings, and balancing multiple duties across sales, collections, tax services, and branch operations.

The position offers performance-based earnings, comprehensive benefits, and opportunities for advancement. You will work in a fast-paced, customer-facing environment with a focus on meeting branch