Bilingual Loan & Tax Services Specialist

World Finance; Arlington (TX); On-site; USD 21,000 - 23,000; Full time

Benefits offered by this job

Major medical

Dental

Vision

Life insurance

Long-term disability

Mental health support

401(k) match

Paid holidays

Vacation time

Volunteer time

Job summary

World Finance in Arlington, TX is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax preparation and financial needs. The role requires daily outbound calling, in-person meetings, and accurate record-keeping to support branch performance and growth.

You will work in a fast-paced environment with performance-based earnings and advancement opportunities, while delivering high-quality customer service and compliant, reliable

Qualifications

• High school diploma or equivalent.
• Bilingual in English and Spanish required.
• Valid driver’s license and reliable transportation.
• 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, 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 experience

Customer service

Collections

Account management

High-volume calls

Data entry

Education

High school diploma or equivalent

Job description

World Finance in Arlington, TX is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax preparation and financial needs. The role requires daily outbound calling, in-person meetings, and accurate record-keeping to support branch performance and growth.

You will work in a fast-paced environment with performance-based earnings and advancement opportunities, while delivering high-quality customer service and compliant, reliable