Bilingual Loan & Financial Services Specialist

WAC-TX WFC Limited Partnership; Austin (TX); On-site; USD 23,000 - 28,000; Full time

Benefits offered by this job

Comprehensive benefits for all stages

401(k) with company match

Paid holidays and vacation

Volunteer time off

Mental health support

Job summary

World Finance seeks an Overstaff Financial Services Representative in Austin to drive loan sales, manage past-due accounts, and prepare tax returns. You will conduct daily outbound calls, meet with customers in person, and close loans to help clients meet their financial needs.

This office-based role emphasizes a fast-paced workload, challenging conversations, and performance-based earnings. The position offers a path for advancement and comprehensive benefits, including medical, dental, vision,

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.
• 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 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

Skills

Sales

Customer service

Collections

Account management

High-volume calls

Communication

Problem solving

Organizational skills

Education

High school diploma

Job description

World Finance seeks an Overstaff Financial Services Representative in Austin to drive loan sales, manage past-due accounts, and prepare tax returns. You will conduct daily outbound calls, meet with customers in person, and close loans to help clients meet their financial needs.

This office-based role emphasizes a fast-paced workload, challenging conversations, and performance-based earnings. The position offers a path for advancement and comprehensive benefits, including medical, dental, vision,