Bilingual Financial Services Rep — Loans & Tax

World Finance; El Paso (TX); On-site; USD 21,000 - 23,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid holidays

Vacation time

Dental & Vision

Job summary

World Finance in El Paso, TX seeks a bilingual Financial Services Representative to drive loan sales, collect past-due accounts, and prepare tax returns. This full-time role requires daily outbound calls, in-person meetings, and the ability to close loans while delivering exceptional service.

You will balance a fast-paced workload, handle challenging conversations, and meet performance goals across sales, collections, tax services, and branch operations.

Qualifications

• High school diploma or equivalent.
• Valid driver’s license, reliable transportation, and current insurance.
• Ability to obtain required insurance licensing.
• Experience in sales, customer service, collections, or account management.
• Ability to handle high-volume calls and difficult customer conversations.
• Strong communication, problem-solving, and organizational skills.

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.
• 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 products.
• Prepare individual tax returns and assist customers with tax-related questions.
• Assist customers in person with loan applications, tax preparation, payments, and account questions.

Skills

Sales

Customer service

Collections

Account management

High-volume calls

Communication

Problem-solving

Organizational skills

Data entry

Banking knowledge

Education

High school diploma or equivalent

Tools

MS Office

Job description

World Finance in El Paso, TX seeks a bilingual Financial Services Representative to drive loan sales, collect past-due accounts, and prepare tax returns. This full-time role requires daily outbound calls, in-person meetings, and the ability to close loans while delivering exceptional service.

You will balance a fast-paced workload, handle challenging conversations, and meet performance goals across sales, collections, tax services, and branch operations.