Bilingual Financial Services Pro - Loans, Tax & Growth

WAC-TX WFC Limited Partnership; Carrollton (TX); On-site; USD 21,000 - 28,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Long-term disability

Mental health support

401(k) with company match

Paid holidays

Job summary

World Finance is seeking a Financial Services Representative (Bilingual) to drive loan sales, manage past-due accounts, and assist customers with tax services and banking needs. The role involves daily outbound calls, in-person visits, and meeting performance goals across sales, collections, tax services, and branch operations.

The ideal candidate is fluent in English and Spanish, customer-focused, with strong communication skills and the ability to handle high-volume calls in a fast-paced

Qualifications

• Fluent in English and Spanish is required.
• Experience in sales, collections, or customer service with measurable results.
• Ability to handle high-volume calls and difficult conversations.
• Strong communication, problem-solving, and organizational skills.

Responsibilities

• Drive and close loan sales by taking applications and explaining terms.
• Conduct substantial daily outbound outreach for collections and new business.
• Manage delinquent accounts by securing payments and arranging payments.
• Contact approved, pending, and former borrowers to drive loan volume.
• Assist customers with loan applications and tax preparation services in person.
• Process payments, account updates, and tax-related documentation in systems.

Skills

Bilingual English/Spanish

Sales experience

Customer service

High-volume calls

Education

High school diploma

Job description

World Finance is seeking a Financial Services Representative (Bilingual) to drive loan sales, manage past-due accounts, and assist customers with tax services and banking needs. The role involves daily outbound calls, in-person visits, and meeting performance goals across sales, collections, tax services, and branch operations.

The ideal candidate is fluent in English and Spanish, customer-focused, with strong communication skills and the ability to handle high-volume calls in a fast-paced