Bilingual Financial Services & Loan Specialist

World Finance; Garland (TX); Sur place; USD 21 000 - 25 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

401(k) with company match

Paid holidays and vacation

Résumé du poste

World Finance seeks a Financial Services Representative to drive loan sales, manage delinquent accounts, and assist customers with tax services. The role requires extensive outbound calls, in-person meetings, and closing loans to meet performance goals.

It offers performance-based bonuses and comprehensive benefits. The position emphasizes strong communication, high-volume workflow management, and adherence to regulatory requirements while supporting branch operations and customer financial

Qualifications

• Measurable results in sales, collections, or customer service.
• Ability to manage high-volume calls and challenging conversations.
• Proven organizational and problem-solving skills.
• High school diploma or equivalent required.
• Experience in bilingual English/Spanish environment is a plus.

Responsabilités

• Drive loan sales by taking applications, explaining terms, and closing deals.
• Conduct daily outbound outreach for collections, tax services, and new business.
• Assist customers in person with loan applications and tax preparation services.
• Process payments, update accounts, and document activity in systems.
• Maintain accurate and compliant records and balance cash as required.
• Process payments, account updates, and document activity in company systems.

Connaissances

Sales

Collections

Customer service

High-volume calls

Communication

Problem-solving

Organizational skills

Formation

High school diploma or equivalent

Outils

Banking systems

Description du poste

World Finance seeks a Financial Services Representative to drive loan sales, manage delinquent accounts, and assist customers with tax services. The role requires extensive outbound calls, in-person meetings, and closing loans to meet performance goals.

It offers performance-based bonuses and comprehensive benefits. The position emphasizes strong communication, high-volume workflow management, and adherence to regulatory requirements while supporting branch operations and customer financial