Bilingual Financial Services Rep - Loans, Tax & Collections

World Finance; Carrollton (TX); Hybrid; USD 19,000 - 28,000; Full time

Benefits offered by this job

Strong growth opportunities

Promote-from-within culture

Performance-based earnings

Comprehensive benefits package

401(k) with company match

Volunteer time

Job summary

World Finance is seeking a Financial Services Representative (Bilingual) in Texas to drive loan sales, manage past-due accounts, and assist with tax returns. The role requires daily outbound calling, in-person customer meetings, and closing loans while maintaining compliant records.

The position emphasizes performance-based earnings with a strong emphasis on sales, collections, tax services, and branch operations, offering growth opportunities and a comprehensive benefits package.

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• Proven ability to handle high-volume calls and difficult customer conversations.
• Track record of meeting or exceeding goals in a fast-paced environment.
• Strong communication, problem-solving, and organizational skills.
• Basic computer skills with accurate and consistent data entry.

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 arranging payment plans.
• Contact approved, pending, and former borrowers to drive loan volume and cross-sell products.
• Prepare tax returns and assist customers with tax-related questions in compliance with policies.
• Assist customers in person with loan applications, tax preparation, payments, and issue resolution.
• Process payments and document all activity in company systems.
• Maintain accurate and compliant records, including tax documentation and denial letters.

Skills

Sales experience

Customer service

High-volume calls

Goal orientation

Communication skills

Data entry

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative (Bilingual) in Texas to drive loan sales, manage past-due accounts, and assist with tax returns. The role requires daily outbound calling, in-person customer meetings, and closing loans while maintaining compliant records.

The position emphasizes performance-based earnings with a strong emphasis on sales, collections, tax services, and branch operations, offering growth opportunities and a comprehensive benefits package.