Bilingual Financial Services Specialist — Loans & Tax

World Finance; Oklahoma; Hybrid; USD 21,000 - 26,000; Full time

Benefits offered by this job

Strong growth opportunities

Promote-from-within culture

Performance-based earnings

Comprehensive benefits for all stages

Retirement and time off

Community focus

Work-life balance

Job summary

World Finance in Colcord, OK is hiring a Financial Services Representative (Bilingual) to drive loan sales, manage past-due accounts, and assist customers with tax returns. This full-time role requires daily outbound calling, in-person meetings, and the ability to close loans.

You will work in a fast-paced environment with performance-based earnings and advancement opportunities. Candidates must be bilingual (English/Spanish) and have a high school diploma, valid license, and reliable

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.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound customer outreach for collections, application follow-up, 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 for additional financial products and services.
• Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions.
• 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

High-volume calls

Communication

Problem solving

Organizational skills

Data entry

Education

High school diploma or equivalent

Job description

World Finance in Colcord, OK is hiring a Financial Services Representative (Bilingual) to drive loan sales, manage past-due accounts, and assist customers with tax returns. This full-time role requires daily outbound calling, in-person meetings, and the ability to close loans.

You will work in a fast-paced environment with performance-based earnings and advancement opportunities. Candidates must be bilingual (English/Spanish) and have a high school diploma, valid license, and reliable