Financial Services Representative (Bilingual)

World Finance•Mission, TX

6d•Onsite

About The Position

The Financial Services Representative (FSR) drives loan sales, manages past-due accounts, prepares tax returns, and works directly with customers to address their financial needs. The role involves daily, high-volume outbound calling for collections, application follow-up, tax services, and new business generation, as well as in-person customer meetings and closing loans. The FSR is accountable for keeping accounts current while generating new business and meeting performance expectations across sales, collections, tax preparation, and account management. The position requires handling a fast-paced workload and challenging conversations. Compensation is $15 per hour, based on experience and location, plus performance-based bonus opportunities; total earnings can increase with individual and branch performance. English and Spanish bilingual ability is required. World Finance describes a promote-from-within culture, growth opportunities, performance-based earnings, comprehensive benefits, retirement and paid time off, paid volunteer time, and predictable schedules. The company has operated since 1962 and has over 1,000 branches across 16 states. The role is office-based, with scheduled in-person attendance, frequent customer interaction, occasional extended hours or weekend work, and occasional local travel to offsite locations and banks.

Requirements

High school diploma or equivalent.
Valid driver’s license, reliable transportation, and current insurance.
Ability to independently perform all required bank runs, including transporting deposits, without relying on non-employees for transportation.
Ability to obtain required insurance licensing.
Bilingual in English and Spanish.
Experience in sales, customer service, collections, or account management with measurable results.
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.
Ability to communicate clearly and professionally in person, by phone, and electronically.
Ability to meet regular in-person attendance requirements during scheduled work hours.

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 terms, and asking 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 products and services.
Prepare individual tax returns, gather and review required documentation, and answer tax-related questions in compliance 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.
Occasionally assist with general office upkeep.
Travel locally to offsite locations and banks as required for business purposes.