Bilingual Loan & Tax Solutions Specialist

World Finance; Ardmore, Northern (OK, KY); Hybrid; USD 31,000 - 36,000; Full time

Benefits offered by this job

Health insurance

Dental

Vision

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 seeks a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax preparation and related services. The role requires daily outbound calls, in-person customer meetings, and closing loans in a fast-paced environment.

Responsibilities include handling delinquent accounts, advancing new business, and ensuring accurate documentation. A strong communicator with sales and collections experience will thrive here, with performance-based

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• Proven ability to handle high-volume calls and difficult conversations.
• Strong communication, problem-solving, and organizational skills.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and requesting 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.
• 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 policies.
• 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.

Skills

Sales experience

Customer service

Collections

Account management

High-volume calls

Education

High school diploma

Job description

World Finance seeks a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax preparation and related services. The role requires daily outbound calls, in-person customer meetings, and closing loans in a fast-paced environment.

Responsibilities include handling delinquent accounts, advancing new business, and ensuring accurate documentation. A strong communicator with sales and collections experience will thrive here, with performance-based