Bilingual Loan & Tax Services Specialist

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

Benefits offered by this job

Bonus opportunities

401(k) with company match

Paid holidays and vacation

Health, dental, vision insurance

Long-term disability and life coverage

Free mental health support

Job summary

World Finance, Colcord, Oklahoma, is seeking a Financial Services Representative to manage loan sales, tax services, and banking tasks in a fast-paced, on-site role. You will handle customer inquiries, perform loan applications, and process payments, while ensuring compliance with company policies.

The role requires high school diploma, valid driver’s license, and the ability to obtain insurance licensing. Bilingual English/Spanish is preferred, with growth opportunities across branches and a

Qualifications

• High school diploma or equivalent.
• Valid driver’s license and reliable transportation.
• Ability to obtain insurance licensing.

Responsibilities

• Drive and close loan sales by taking applications and explaining terms.
• Conduct substantial outbound outreach for collections, tax services, and new business.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Contact approved, pending, and former borrowers to drive loan volume and cross-sell financial products.
• Assist customers in person with loan applications, tax preparation, payments, and account questions.
• Process payments and document all activity in company systems; maintain accurate records.

Skills

Sales experience

Customer service

Communication skills

Problem solving

Education

High school diploma or equivalent

Tools

CRM software

Banking software

Job description

World Finance, Colcord, Oklahoma, is seeking a Financial Services Representative to manage loan sales, tax services, and banking tasks in a fast-paced, on-site role. You will handle customer inquiries, perform loan applications, and process payments, while ensuring compliance with company policies.

The role requires high school diploma, valid driver’s license, and the ability to obtain insurance licensing. Bilingual English/Spanish is preferred, with growth opportunities across branches and a