Bilingual Loan & Tax Services Specialist

WFC Limited Partnership; Raymondville (TX); On-site; USD 31,000 - 33,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) match

Paid holidays

Vacation time

Volunteer time

Job summary

World Finance seeks a Financial Services Representative to drive loan sales, manage collections, and assist with tax services. The role requires daily outbound outreach, in-person customer meetings, and accurate record maintenance in our branch environment.

Candidates should have strong sales, service, and communication skills, plus the ability to handle fast-paced conversations. Bilingual English/Spanish is required, with competitive, performance-based earnings and comprehensive benefits.

Qualifications

• High school diploma or equivalent.
• Valid driver’s license and current insurance.
• Experience in sales, customer service, collections, or account management with measurable results.
• Ability to handle high-volume calls and difficult conversations.
• 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 outreach for collections, applications, tax services, and new business generation.
• Manage delinquent accounts by securing payments and arranging payment plans.
• Prepare individual tax returns and assist customers with tax questions.
• Assist customers in person with loan applications, tax services, payments, and inquiries.
• Process payments and update records; balance cash and perform bank runs as required.
• Maintain accurate records and comply with company policies and regulations.

Skills

Sales experience

Customer service

Collections experience

Account management

High-volume calling

Bilingual English/Spanish

Communication skills

Education

High school diploma or equivalent

Tools

CRM software

Data entry

Job description

World Finance seeks a Financial Services Representative to drive loan sales, manage collections, and assist with tax services. The role requires daily outbound outreach, in-person customer meetings, and accurate record maintenance in our branch environment.

Candidates should have strong sales, service, and communication skills, plus the ability to handle fast-paced conversations. Bilingual English/Spanish is required, with competitive, performance-based earnings and comprehensive benefits.