Bilingual Financial Services Rep: Loans, Tax & Collections

World Finance; Mission (TX); On-site; USD 17,000 - 24,000; Full time

Benefits offered by this job

401(k) with company match

Health insurance

Paid holidays and vacation

Mental health support

Volunteer time

Job summary

World Finance is seeking a Financial Services Representative in Mission, TX to drive loan sales, manage past-due accounts, and prepare tax returns. The role requires daily outbound calling, in-person customer meetings, and closing loans, with performance-based earnings potential.

Bilingual English/Spanish is required. Candidates should have a high school diploma, a valid driver's license, and the ability to transport deposits.

Qualifications

• High School diploma or equivalent.
• Valid driver’s license, reliable transportation, and current insurance.
• Ability to independently perform all required bank runs, including transporting deposits.
• Ability to obtain required insurance licensing.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound customer outreach for collections, tax services, and new business generation; thrive in a high-volume environment.
• 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 financial products and services.
• Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions.
• Assist customers in person with loan applications, tax preparation services, payments, and account questions.
• Process payments, account updates, tax-related documentation, and document all activity in company systems.
• Maintain accurate and compliant records, including timely credit denial letters and required tax documentation.
• Handle and balance cash, and complete required bank runs to deliver deposits.
• Follow company policies, procedures, and regulatory requirements.
• Complete required training and meet performance expectations for sales, collections, tax preparation, and account management

Skills

Sales

Customer service

Collections

Account management

High-volume calls

Communication

Problem-solving

Data entry

Education

High school diploma

Tools

Computer skills

Job description

World Finance is seeking a Financial Services Representative in Mission, TX to drive loan sales, manage past-due accounts, and prepare tax returns. The role requires daily outbound calling, in-person customer meetings, and closing loans, with performance-based earnings potential.

Bilingual English/Spanish is required. Candidates should have a high school diploma, a valid driver's license, and the ability to transport deposits.