Financial Services Representative (Bilingual)

World Finance•Albuquerque Downtown, NM

21h•Onsite

About The Position

The Financial Services Representative (Bilingual) drives loan sales, manages past-due accounts, prepares individual tax returns, and works directly with customers to meet their financial needs. The role includes substantial daily outbound calling for collections, application follow-up, tax services, and new business generation, as well as in-person customer assistance and loan closing. The representative is accountable for keeping accounts current while generating new business and meeting performance goals across sales, collections, tax services, and branch operations. Compensation is $16–$19 per hour, based on experience and location, with performance-based bonus opportunities. World Finance provides personal loans, tax services, and credit-building solutions through more than 1,000 branches across 16 states. The company describes opportunities for growth and advancement, a promote-from-within culture, and a focus on serving local communities. The position is office-based, with scheduled in-person attendance, occasional local travel to banks or other offsite locations, and possible extended hours or weekend work based on business needs.

Requirements

High school diploma or equivalent.
Valid driver’s license, reliable transportation, and current insurance.
Ability to independently complete required bank runs and transport deposits without relying on non-employees for transportation.
Ability to obtain required insurance licensing.
Experience in sales, customer service, collections, or account management with measurable results.
Proven ability to handle high-volume calls and difficult customer conversations.
Track record of meeting or exceeding goals in a fast-paced environment.
Strong communication, problem-solving, and organizational skills.
Basic computer skills and accurate, consistent data entry.
Fluency in English and Spanish.
Regular in-person attendance during scheduled work hours.
Ability to perform computer work, handle documents, and communicate information effectively.
Ability to communicate clearly and professionally with customers and coworkers in person, by phone, and electronically.
Ability to adapt to shifting priorities and deadlines while collaborating and multitasking.

Nice To Haves

Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles.

Responsibilities

Drive and close loan sales by taking applications, explaining loan terms, and asking customers for the business.
Conduct substantial daily outbound customer outreach for collections, application follow-up, 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 accordance 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, and tax-related documentation, and document 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.
Maintain a professional office environment and assist with general office upkeep as needed.