Bilingual Tax & Loan Services Advisor

World Finance; Albuquerque (NM); On-site; USD 48,712,000 - 54,443,000; Full time

Benefits offered by this job

Major medical

Dental insurance

Vision insurance

Life insurance

Long-term disability

Free mental health support

401(k) with company match

Paid holidays

Vacation time

Volunteer time

Job summary

World Finance seeks a Financial Services Representative (FSR) to drive loan sales, manage past-due accounts, and assist with tax returns. The role involves daily outbound calls, in-person meetings with customers, and handling high-volume transactions while meeting performance goals across sales, collections, tax services, and branch operations.

You will work in a fast-paced environment with performance-based earnings and opportunities for advancement.

Qualifications

• High school diploma or equivalent.
• Ability to obtain required insurance licensing.
• Must be able to independently perform all required bank runs, including transporting deposits.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound outreach for collections, application follow-up, tax services, and new business generation; thrive in a high-volume 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 and assist customers with tax-related questions in compliance with company policies and regulations.

Skills

Sales experience

Customer service

Collections

Account management

High-volume calls

Communication

Problem solving

Organizational skills

Data entry

Job description

World Finance seeks a Financial Services Representative (FSR) to drive loan sales, manage past-due accounts, and assist with tax returns. The role involves daily outbound calls, in-person meetings with customers, and handling high-volume transactions while meeting performance goals across sales, collections, tax services, and branch operations.

You will work in a fast-paced environment with performance-based earnings and opportunities for advancement.