Bilingual Financial Services Specialist (English/Spanish)

World Finance; Carrollton (TX); Hybrid; USD 19,000 - 26,000; Full time

Benefits offered by this job

Strong growth opportunities

Promote-from-within culture

Performance-based earnings

Comprehensive benefits

401(k) and paid holidays

Volunteer time

Work-life balance

Job summary

World Finance is seeking a Financial Services Representative in Carrollton, TX. This full-time role involves driving loan sales, handling tax services, and providing exceptional customer support in a busy, phone-intensive environment.

Requirements include a high school diploma and a valid driver’s license. The position offers a performance-based earnings structure, comprehensive benefits, and opportunities for growth within the company.

Qualifications

• High school diploma or equivalent.
• Valid driver's license, reliable transportation, and current insurance.
• 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, 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 experience

Customer service

Collections

Account management

High-volume calls

Communication skills

Office software

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative in Carrollton, TX. This full-time role involves driving loan sales, handling tax services, and providing exceptional customer support in a busy, phone-intensive environment.

Requirements include a high school diploma and a valid driver’s license. The position offers a performance-based earnings structure, comprehensive benefits, and opportunities for growth within the company.