Financial Services Representative (Part Time) (Bilingual)

World Finance•Thoreau, NM

22h•Onsite

About The Position

The Financial Services Representative (Bilingual) drives loan sales, manages past-due accounts, prepares tax returns, and works directly with customers to meet their financial needs. The role includes substantial daily outbound calling, high-volume collection activity, in-person customer meetings, and closing loans. The representative is accountable for keeping accounts current while generating new business and meeting performance goals across sales, collections, tax services, and branch operations. The position offers performance-based bonus opportunities and advancement potential. World Finance describes itself as a community-focused financial services company established in 1962, with more than 1,000 branches across 16 states. It provides personal loans, tax services, and credit-building solutions. Compensation is $16–$19 per hour, based on experience and location, plus performance-based bonus opportunities. Total earnings may increase with strong individual and branch performance. The position is office-based, with regular in-person attendance during scheduled work hours. Work includes customer service and account administration, handling cash and deposits, and occasional local travel to banks or other offsite locations. Schedules are described as predictable, although occasional extended hours or weekend work may be required based on business needs. The role is part-time.

Requirements

High school diploma or equivalent.
Valid driver’s license, reliable transportation, and current insurance.
Ability to independently perform required bank runs, including transporting deposits, without relying on non-employees for transportation.
Ability to obtain required insurance licensing.
Fluency 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.
Regular in-person attendance during scheduled work hours.
Ability to perform computer work, handle documents, and communicate information effectively.
Ability to occasionally walk, stand, bend, reach, and perform similar movements, and occasionally lift, push, or pull office materials generally up to 30 pounds.

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 customers for their 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 generate loan volume and identify opportunities for additional financial products and services.
Prepare individual tax returns, gather and review required documentation, and answer customers’ 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 record 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.
Attend work in person during scheduled hours and travel occasionally to offsite locations and banks as required.
May assist with general office upkeep.