Financial Services Representative (Bilingual)

World Finance•Mission, TX

7d•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 financial needs. The role involves high-volume daily outbound calls, in-person customer meetings, loan closing, and maintaining accounts while generating new business. The FSR manages a fast-paced workload across sales, collections, tax services, and branch operations, meets performance goals, and may earn performance-based bonuses and advancement opportunities. Bilingual proficiency in English and Spanish is required. World Finance has served customers with personal loans, tax services, and credit-building solutions since 1962. It operates more than 1,000 branches across 16 states and describes a promote-from-within culture with growth opportunities. The position 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. Compensation is $15 per hour, based on experience and location, plus performance-based bonus opportunities. Benefits include major medical, dental, vision, life insurance, long-term disability, free mental health support, a 401(k) with company match, paid holidays, vacation time, and paid volunteer time.

Requirements

High school diploma or equivalent.
Bilingual in English and Spanish.
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.
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.
Regular in-person attendance during scheduled work hours is essential.

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 setting payment arrangements.
Contact approved, pending, and former borrowers to generate loan volume and identify opportunities for additional products and services.
Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions in compliance 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 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.
Occasionally travel locally to offsite locations and banks as required for business purposes.
May assist with general office upkeep.