Bilingual Financial Services Pro – Loans & Tax

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

Benefits offered by this job

Medical, dental, vision, life

Long-term disability

401(k) with company match

Paid holidays and vacation

Mental health support

Volunteer time

Flexible scheduling

Job summary

World Finance is seeking a Financial Services Representative to drive loan sales, manage collections, and assist with tax services. This role requires daily outbound calling, including high-volume collections, and in-person customer interactions.

Responsibilities include processing loans and tax returns, maintaining compliant records, and meeting sales and service targets in a fast-paced branch environment. Bilingual English/Spanish is requested to better serve our diverse customer base.

Qualifications

• Sales, customer service, collections, or account management experience with measurable results.
• Proven ability to handle high-volume calls and difficult customer conversations.
• Strong communication, problem-solving, and organizational skills.
• Basic computer skills with accurate and consistent data entry.
• Ability to obtain required insurance licensing.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound customer 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.
• 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

Skills

Sales experience

Customer service

Communication skills

Problem solving

Organizational skills

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative to drive loan sales, manage collections, and assist with tax services. This role requires daily outbound calling, including high-volume collections, and in-person customer interactions.

Responsibilities include processing loans and tax returns, maintaining compliant records, and meeting sales and service targets in a fast-paced branch environment. Bilingual English/Spanish is requested to better serve our diverse customer base.