Bilingual Financial Services & Loans Specialist

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

Avantages offerts par ce poste

Strong growth opportunities

Promote-from-within culture

Performance-based earnings

Comprehensive benefits for all stages

Retirement and time off

Volunteer time

Work-life balance

Résumé du poste

World Finance is seeking a Financial Services Representative in Garland, TX to drive loan sales, manage past-due accounts, and assist customers with tax services. Daily outbound calling, in-person meetings, and loan closings are core duties in a fast-paced environment.

The role offers performance-based earnings, opportunities for advancement, and comprehensive benefits. Bilingual English/Spanish is required to serve a diverse customer base; strong communication and problem-solving skills are

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.
• Strong communication, problem-solving, and organizational skills.
• Basic computer skills with accurate and consistent data entry.

Responsabilités

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation; thrive in a high-volume, phone-intensive environment.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services.
• Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions in compliance with company policies and applicable regulations.
• Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution.
• Process payments, account updates, tax-related documentation, and document all activity in company systems.
• Maintain accurate and compliant records, including timely credit denial letters and required tax documentation.
• Handle and balance cash, and complete required bank runs to deliver deposits.
• Follow company policies, procedures, and regulatory requirements.
• Complete required training and meet performance expectations for sales, collections, tax preparation, and account management

Connaissances

Sales experience

Customer service

Collections

Account management

High-volume calls

Communication

Problem solving

Organization

Data entry

Formation

High school diploma or equivalent

Description du poste

World Finance is seeking a Financial Services Representative in Garland, TX to drive loan sales, manage past-due accounts, and assist customers with tax services. Daily outbound calling, in-person meetings, and loan closings are core duties in a fast-paced environment.

The role offers performance-based earnings, opportunities for advancement, and comprehensive benefits. Bilingual English/Spanish is required to serve a diverse customer base; strong communication and problem-solving skills are