Bilingual Financial Services Rep (Loans & Tax)

WFC Limited Partnership; Plano (TX); On-site; USD 46,838,000 - 52,349,000; Full time

Job summary

World Finance is seeking a bilingual Financial Services Representative (FSR) in Plano, TX to drive loan sales, manage delinquent accounts, and assist customers with tax services. The role involves daily outbound calling, in-person meetings, and meeting performance targets across sales, collections, tax services, and branch operations.

The position offers performance-based earnings opportunities, comprehensive benefits, and opportunities for advancement within a growing organization.

Qualifications

• High school diploma or equivalent required.
• Bilingual English/Spanish fluent communication required.
• Experience in sales, service, collections, or account management with measurable results.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct high-volume outbound calls for collections, applications, tax services, and new business generation.
• Assist customers in person with loan applications and tax-related services in compliance with policies.
• Process payments and maintain accurate records in company systems and documents.

Skills

Sales

Customer Service

Collections

Account Management

High-volume calls

Bilingual English/Spanish

Communication

Problem Solving

Organizational Skills

Data Entry

Education

High School Diploma or Equivalent

Job description

World Finance is seeking a bilingual Financial Services Representative (FSR) in Plano, TX to drive loan sales, manage delinquent accounts, and assist customers with tax services. The role involves daily outbound calling, in-person meetings, and meeting performance targets across sales, collections, tax services, and branch operations.

The position offers performance-based earnings opportunities, comprehensive benefits, and opportunities for advancement within a growing organization.