Bilingual Financial Services Specialist – Loans & Tax

World Finance; Tulsa (OK); Sur place; USD 21 000 - 26 000; Plein temps

Avantages offerts par ce poste

Growth opportunities

Promote-from-within culture

Performance-based earnings

Comprehensive benefits

Résumé du poste

World Finance is seeking a Financial Services Representative in Tulsa South, OK, to drive loan sales and manage customer accounts. The bilingual (English/Spanish) role requires outbound calling, in-person visits, and meeting sales and tax service goals.

You will handle collections, prepare tax returns, and assist customers with loan applications while balancing cash and maintaining compliant records. Growth opportunities and comprehensive benefits are highlighted in the description.

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• Proven ability to handle high-volume calls and difficult 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.
• Bilingual in English and Spanish required.

Responsabilités

• 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; 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.

Connaissances

Sales experience

Customer service

Collections

Account management

Bilingual English/Spanish

High-volume calls

Communication

Problem solving

Organizational skills

Data entry

Computer skills

Formation

High school diploma or equivalent

Outils

CRM

Description du poste

World Finance is seeking a Financial Services Representative in Tulsa South, OK, to drive loan sales and manage customer accounts. The bilingual (English/Spanish) role requires outbound calling, in-person visits, and meeting sales and tax service goals.

You will handle collections, prepare tax returns, and assist customers with loan applications while balancing cash and maintaining compliant records. Growth opportunities and comprehensive benefits are highlighted in the description.