Bilingual Financial Services Rep — Loans, Tax & Growth

World Finance; Texas; On-site; USD 19,000 - 25,000; Full time

Benefits offered by this job

Growth opportunities

Promote-from-within culture

Bonus opportunities

Comprehensive benefits

401(k) with company match

Paid holidays and vacation

Volunteer time

Work-life balance

Job summary

World Finance, a recognized Top Workplace USA for six years, provides personal loans, tax services and credit-building solutions with over 1,000 branches across 16 states. This full-time role in Mission, TX offers strong growth and a promote-from-within culture, plus comprehensive benefits and a focus on work-life balance.

The Financial Services Representative position emphasizes customer outreach, sales of loan products, tax services, and reliable account management in a supportive team

Qualifications

• High school diploma or equivalent.
• Bilingual ability in English and Spanish is required.
• Ability to obtain required insurance licensing.
• Experience in sales, customer 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 substantial daily outbound outreach for collections, tax services, and new business generation.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Assist customers in person with loan applications and tax preparation services.
• Process payments, updates, tax documents, and document all activity in company systems.
• Maintain accurate records and balance cash; complete required bank deposits.

Skills

Sales experience

Customer service

Collections

Account management

Communication skills

Data entry

Education

High school diploma or equivalent

Job description

World Finance, a recognized Top Workplace USA for six years, provides personal loans, tax services and credit-building solutions with over 1,000 branches across 16 states. This full-time role in Mission, TX offers strong growth and a promote-from-within culture, plus comprehensive benefits and a focus on work-life balance.

The Financial Services Representative position emphasizes customer outreach, sales of loan products, tax services, and reliable account management in a supportive team