Bilingual Loan & Financial Services Specialist

World Finance Company of Oklahoma, LLC

Tulsa (OK)

On-site

USD 21,000 - 26,000

Full time

8 days ago

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Benefits offered by this job

Health benefits
Dental plan
Vision plan
Life insurance
Long-term disability
Mental health support
401(k) with company match
Paid holidays
Vacation time
Volunteer time
Predictable schedules

Job summary

World Finance in Tulsa, OK seeks a Financial Services Representative to drive loan sales, manage delinquencies, and assist customers with tax preparation and account services. The role involves daily outbound calls, in-person meetings, and meeting performance targets across sales, collections, tax services, and branch operations.

The position offers performance-based earnings, comprehensive benefits, 401(k) with match, and a culture that promotes internal advancement.

Qualifications

  • High school diploma or equivalent.
  • Valid driver's license, reliable transportation, and current insurance.
  • Experience in sales, customer service, collections, or account management with measurable results.
  • Ability to handle high-volume calls and difficult conversations.

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.
  • Manage delinquent accounts by securing payments and setting payment arrangements.
  • Prepare individual tax returns and assist customers with tax-related questions.
  • Assist customers in person with loan applications, tax preparation, payments, and account questions.
  • Process payments, updates, documents, and maintain accurate records in systems.

Skills

Sales experience
Customer service
Collections
Account management
High-volume calls
Communication
Organizational skills
Data entry

Education

High school diploma or equivalent

Job description

World Finance in Tulsa, OK seeks a Financial Services Representative to drive loan sales, manage delinquencies, and assist customers with tax preparation and account services. The role involves daily outbound calls, in-person meetings, and meeting performance targets across sales, collections, tax services, and branch operations.

The position offers performance-based earnings, comprehensive benefits, 401(k) with match, and a culture that promotes internal advancement.

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