Financial Services Representative (Bilingual)

World Finance • Pasadena, TX

1d • 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 address their financial needs. The role involves daily, high-volume outbound calling for collections, application follow-up, tax services, and new business generation; in-person customer meetings; and closing loans. The FSR is responsible for keeping accounts current while generating new business and meeting performance expectations across sales, collections, tax preparation, account management, and branch operations. Bilingual English and Spanish proficiency is required. Compensation is $15–$17 per hour, based on experience and location, with performance-based bonus opportunities tied to individual and branch performance.

World Finance has served customers since 1962 through personal loans, tax services, and credit-building solutions. It operates more than 1,000 branches across 16 states and describes a promote-from-within culture with growth and advancement opportunities. The position is office-based and requires regular in-person attendance during scheduled work hours. Occasional extended hours, weekend work, and local travel to banks or other offsite locations may be required based on business needs. The work includes handling cash and deposits, customer interactions, computer work, document handling, and occasional light lifting, pushing, or pulling of materials generally up to 30 pounds.

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.
• Bilingual in English and Spanish.
• Experience in sales, customer service, collections, or account management, with measurable results.
• Ability to handle high-volume calls and challenging 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 attend work in person regularly during scheduled work hours.
• Ability to perform computer work, handle documents, and communicate information effectively.
• Ability to perform occasional walking, standing, bending, reaching, and similar activities, and occasional light lifting, pushing, or pulling of office materials generally up to 30 pounds.
• Ability to travel locally to offsite locations and banks as required.

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 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 arranging payment plans.
• 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 tax-related questions in accordance with company policies and applicable regulations.
• Assist customers in person with loan applications, tax preparation, payments, account questions, and issue resolution.
• Process payments, account updates, and tax-related documents, and document activity in company systems.
• Maintain accurate, 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.

Benefits

• 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.
• Performance-based bonus opportunities.

What This Job Offers

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