Bilingual Financial Services & Loan Specialist

WFC Limited Partnership; Mission (TX); On-site; USD 17,000 - 24,000; Full time

Benefits offered by this job

401(k) match

Paid holidays & vacation

Comprehensive benefits

Performance-based earnings

Job summary

World Finance is seeking a Financial Services Representative (FSR) to drive loan sales, manage past-due accounts, and assist with tax returns. The role requires daily outbound calls, in-person customer meetings, and closing loans to meet performance targets.

Qualified candidates communicate effectively in English and Spanish, and will participate in a performance-based earnings structure with comprehensive benefits and opportunities for advancement.

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• Ability to handle high-volume calls and difficult conversations.
• Strong communication, problem-solving, and organizational skills.
• Experience with tax services or loan products is a plus.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound outreach for collections, tax services, and new business generation; thrive in a high-volume, phone-intensive environment.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Prepare individual tax returns, gather documentation, and assist customers with tax questions.
• Assist customers in person with loan applications, tax preparation services, payments, and account questions.
• Process payments, account updates, tax documentation, and document activity in company systems.
• Maintain accurate and compliant records, including credit denial letters and tax documents.
• Handle and balance cash, and perform bank runs to deliver deposits.
• Follow company policies, procedures, and regulatory requirements; complete required training.

Skills

Sales experience

Customer service

Collections

Account management

High-volume calling

Communication

Education

High school diploma or equivalent

Tools

CRM systems

Job description

World Finance is seeking a Financial Services Representative (FSR) to drive loan sales, manage past-due accounts, and assist with tax returns. The role requires daily outbound calls, in-person customer meetings, and closing loans to meet performance targets.

Qualified candidates communicate effectively in English and Spanish, and will participate in a performance-based earnings structure with comprehensive benefits and opportunities for advancement.