Bilingual Financial Services Rep — Path to Leadership

World Finance; Albuquerque (NM); Hybrid; USD 23,000 - 26,000; Full time

Job summary

World Finance is seeking a sales-focused associate in Albuquerque, NM to drive loan applications, explain terms, and grow branch performance. You will assist customers with tax preparation and other financial services, balancing daily tasks in a fast-paced office environment.

The role requires a high school diploma, bilingual English/Spanish preferred, and the ability to meet sales and service targets with strong communication and problem-solving skills.

Qualifications

• High school diploma or equivalent is required.
• Valid driver’s license, reliable transportation, and current insurance.
• Ability to obtain required insurance licensing.
• 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; thrive in a high-volume, phone-intensive 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 in compliance with company policies and applicable regulations.
• Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution.
• 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

Communication

Problem-solving

Organizational skills

Education

High school diploma or equivalent

Job description

World Finance is seeking a sales-focused associate in Albuquerque, NM to drive loan applications, explain terms, and grow branch performance. You will assist customers with tax preparation and other financial services, balancing daily tasks in a fast-paced office environment.

The role requires a high school diploma, bilingual English/Spanish preferred, and the ability to meet sales and service targets with strong communication and problem-solving skills.