Bilingual Financial Services & Loan Advisor

WAC-OK World Finance Company of Oklahoma, LLC; Tulsa (OK); On-site; USD 21,000 - 26,000; Full time

Benefits offered by this job

Performance-based bonus

Comprehensive benefits

401(k) with company match

Paid holidays and vacation

Family-friendly schedule

Job summary

WAC-OK World Finance Company of Oklahoma, LLC is seeking a Financial Services Representative in Tulsa. The role focuses on driving loan sales, managing past-due accounts, and assisting customers with tax returns, requiring daily outbound calls and in-person meetings to close loans.

Compensation ranges from $15 to $19 per hour, with performance-based bonuses and earnings growth tied to branch results. Bilingual English/Spanish is required, and the job emphasizes strong communication and a

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• Proven ability to handle high-volume calls and difficult customer conversations.
• Track record of meeting or exceeding goals in a fast-paced environment.

Responsibilities

• Drive loan sales by taking applications, explaining terms, and asking for the business.
• Conduct daily outbound outreach for collections, follow-up, tax services, and new business generation.
• Manage delinquent accounts by securing payments and arranging payment plans.
• Contact approved, pending, and former borrowers to drive loan volume and cross-sell products.
• Prepare individual tax returns and assist customers with tax questions in compliance with policies.
• Assist customers in person with loan applications, tax services, payments, questions, and issue resolution.
• Process payments, updates, tax documents, and document activity in systems.
• Maintain accurate, compliant records and issue timely credit letters and tax docs.
• Handle and balance cash, perform bank runs, and deliver deposits.
• Follow company policies and regulatory requirements.
• Complete training and meet performance expectations for sales, collections, tax, and account management.

Skills

Sales experience

Customer service

Collections

Account management

High-volume calls

Communication

Problem solving

Organizational skills

Data entry

Education

High school diploma or equivalent

Tools

Basic computer skills

Job description

WAC-OK World Finance Company of Oklahoma, LLC is seeking a Financial Services Representative in Tulsa. The role focuses on driving loan sales, managing past-due accounts, and assisting customers with tax returns, requiring daily outbound calls and in-person meetings to close loans.

Compensation ranges from $15 to $19 per hour, with performance-based bonuses and earnings growth tied to branch results. Bilingual English/Spanish is required, and the job emphasizes strong communication and a