Bilingual Financial Services Rep: Loans, Tax & Collections

World Finance

San Benito (TX)

On-site

USD 17,000 - 24,000

Full time

4 days ago
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Benefits offered by this job

Major medical
Dental
Vision
Life insurance
Long-term disability
Free mental health support
401(k) with company match
Paid holidays
Vacation time
Volunteer time
Career advancement opportunities

Job summary

World Finance is hiring a Financial Services Representative (Bilingual) in Texas to drive loan sales and manage collections while assisting customers with tax services and account needs. The role requires daily outbound calling, in-person meetings, and the ability to close loans in a fast-paced environment.

You will balance cash, process payments, and maintain compliant records. The position offers performance-based earnings, benefits, and opportunities for advancement within a growing branch

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.
  • Must be fluent in English and Spanish.

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.
  • Manage delinquent accounts by securing payments and setting payment arrangements.
  • Contact approved, pending, and former borrowers to drive loan volume and identify opportunities.
  • Prepare individual tax returns and assist customers with tax questions.
  • Assist customers in person with loan applications, tax preparation, payments, and issue resolution.
  • Process payments, account updates, and document activity in company systems.
  • Maintain accurate records and balance cash; complete bank runs for deposits.
  • Follow policies, procedures, and regulatory requirements; complete required training.

Skills

Sales
Customer service
Collections
Account management
High-volume calls
Bilingual English/Spanish

Job description

World Finance is hiring a Financial Services Representative (Bilingual) in Texas to drive loan sales and manage collections while assisting customers with tax services and account needs. The role requires daily outbound calling, in-person meetings, and the ability to close loans in a fast-paced environment.

You will balance cash, process payments, and maintain compliant records. The position offers performance-based earnings, benefits, and opportunities for advancement within a growing branch

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