Financial Services Representative (Bilingual)

World Finance • Pampa, TX

10d • $15 - $16 • Onsite

About The Position

The Financial Services Representative (FSR) drives loan sales, manages past-due accounts, prepares individual tax returns, and works directly with customers to meet 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 assistance and closing loans. The representative is responsible for keeping accounts current while generating new business and meeting performance goals across sales, collections, tax services, and branch operations. The position requires English and Spanish bilingual proficiency.

Compensation is $15–$16 per hour, based on experience and location, with performance-based bonus opportunities tied to individual and branch results. World Finance describes opportunities for advancement, a promote-from-within culture, comprehensive benefits, retirement and time off, community involvement, and predictable schedules.

World Finance has operated since 1962 and provides personal loans, tax services, and credit-building solutions. It has more than 1,000 branches across 16 states. The role is office-based and requires regular in-person attendance during scheduled work hours. Occasional extended hours, weekend work, and local travel to offsite locations or banks may be required based on business needs.

Requirements

• Bilingual proficiency in English and Spanish.
• 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.
• Ability to perform computer work, handle documents, and communicate information effectively.
• Regular in-person attendance during scheduled work hours.
• Ability to communicate clearly and professionally with customers and coworkers in person, by phone, and electronically.
• Ability to adapt to shifting priorities and deadlines, collaborate, and multitask.
• Ability to perform a combination of stationary work and regular movement, including occasional walking, standing, bending, and reaching.
• Ability to occasionally lift, push, or pull office materials, generally up to 30 pounds.
• Ability to perform occasional local travel to offsite locations and banks as required.

Nice To Haves

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

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.
• 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 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.
• Assist with general office upkeep as needed.

Benefits

• Performance-based bonus opportunities.
• Major medical insurance.
• Dental insurance.
• Vision insurance.
• Life insurance.
• Long-term disability coverage.
• Free mental health support.
• 401(k) with company match.
• Paid holidays.
• Vacation time.
• Paid volunteer time.
• Predictable schedules with a focus on time outside of work.
• Growth and advancement opportunities, including a promote-from-within culture.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED