Bilingual Financial Services Rep – Loans, Tax & Growth

World Finance; Plano (TX); Hybrid; USD 21,000 - 26,000; Full time

Benefits offered by this job

Bonus opportunities

Comprehensive benefits

401(k) with match

Paid holidays

Vacation time

Volunteer time

Predictable schedules

Job summary

World Finance in Plano, TX is seeking a Financial Services Representative to drive loan sales, process applications, and assist customers with tax services and financial products. This full-time, on-site role requires fluent English and Spanish, strong communication, and a commitment to customer service.

You will handle high-volume calls, balance cash, complete bank runs, and follow policy and regulatory guidelines.

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• Strong communication, problem-solving, and organizational skills.
• Ability to work in a high-volume, phone-intensive environment.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Outbound outreach for collections, tax services, and new business generation.
• Manage delinquent accounts and arrange payments.
• Assist customers in person with loan applications, tax preparation, payments, and questions.
• Process payments, tax documents, and record activity in systems.
• Balance cash and perform bank runs to deliver deposits.
• Follow policies, procedures, and regulatory requirements; complete training.

Skills

Sales

Customer service

Bilingual English/Spanish

Education

High school diploma

Job description

World Finance in Plano, TX is seeking a Financial Services Representative to drive loan sales, process applications, and assist customers with tax services and financial products. This full-time, on-site role requires fluent English and Spanish, strong communication, and a commitment to customer service.

You will handle high-volume calls, balance cash, complete bank runs, and follow policy and regulatory guidelines.