Bilingual Financial Services Pro — Multi-Branch Support

World Finance Company of Oklahoma, LLC; Tulsa (OK); On-site; USD 21,000 - 25,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid holidays

Vacation time

401(k) with company match

Job summary

World Finance seeks an Overstaff Financial Services Representative to support multiple branches, offering exceptional customer service and facilitating loan processes. This bilingual role (English/Spanish) requires travel between branches to ensure smooth operations.

You will guide customers toward responsible financial choices, process loan documents, handle payments, and help meet growth goals while representing the company values in every location.

Qualifications

• Fluent in English and Spanish.
• Valid driver’s license and access to a dependable vehicle.
• Strong customer service mindset and adaptability.
• Willingness to travel daily between branches and assist with deposits.

Responsibilities

• Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
• Guide customers toward upward credit mobility through responsible financial choices.
• Deliver top-tier customer service by assisting with questions, concerns, and available products.
• Process and prepare loan applications, documents, and renewals accurately.
• Take and process customer payments.
• Prepare and execute loan closings on current and renewal loans.
• Balance assigned cash drawer daily and ensure transactions are accurate.
• Complete daily branch bank deposits and transport funds as needed.
• Maintain strong customer relationships and uphold company values in every branch.
• Collaborate with Branch Managers and team to meet performance goals.
• Calling approved and unmade applications to close loans daily.
• Support tax services and help build tax clientele.
• Sending complete and accurate credit denial letters within 30 days from application date.
• Pay branch expenses as directed by the Branch Manager.
• Travel between branches for coverage area as required.

Skills

Bilingual English/Spanish

Customer service

Team-oriented

Job description

World Finance seeks an Overstaff Financial Services Representative to support multiple branches, offering exceptional customer service and facilitating loan processes. This bilingual role (English/Spanish) requires travel between branches to ensure smooth operations.

You will guide customers toward responsible financial choices, process loan documents, handle payments, and help meet growth goals while representing the company values in every location.