Bilingual Financial Services Liaison – Onsite Branch Support

World Finance

Oklahoma

On-site

USD 21,000 - 25,000

Full time

40 hours ago
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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
Life insurance
Paid holidays
401(k)

Job summary

World Finance in Colcord, Oklahoma is hiring a full-time Overstaff Financial Services Representative (FSR) who provides onsite support across multiple branches within an assigned region. The position requires bilingual English/Spanish communication and a commitment to exceptional customer service and accuracy in handling loan-related documents.

You will process loan applications, collect payments, balance cash drawers, and assist Branch Managers in achieving growth goals while traveling daily

Qualifications

  • Fluency in English and Spanish required.
  • Valid driver’s license and reliable vehicle.
  • Willingness to travel daily between branches.
  • Basic computer proficiency.
  • Strong customer service orientation.

Responsibilities

  • Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
  • Guide customers toward upward credit mobility through responsible financial choices.
  • Deliver top-tier customer service by assisting with questions, concerns, and available products.
  • Process and prepare loan applications, documents, and renewals accurately.
  • Take and process customer payments.
  • Prepare and execute loan closings on current and renewal loans.
  • Balance assigned cash drawer daily and ensure all transactions are accurate.
  • Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
  • Maintain strong customer relationships and represent the company’s values in every branch supported.
  • Collaborate with Branch Managers and team members to meet performance goals.
  • Other duties include but are not limited to: calling approved and unmade applications to close loans daily; supporting tax services and helping build tax clientele; sending complete and accurate credit denial letters within 30 days; paying branch expenses as instructed by the Branch Manager.

Skills

Customer service
Organization
Adaptability
Teamwork
Basic computer skills

Job description

World Finance in Colcord, Oklahoma is hiring a full-time Overstaff Financial Services Representative (FSR) who provides onsite support across multiple branches within an assigned region. The position requires bilingual English/Spanish communication and a commitment to exceptional customer service and accuracy in handling loan-related documents.

You will process loan applications, collect payments, balance cash drawers, and assist Branch Managers in achieving growth goals while traveling daily

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