Financial Services Representative (Part Time) (Bilingual)

World Finance•Thoreau, NM

23h•$16 - $19•Onsite

About The Position

The Financial Services Representative (Bilingual) drives loan sales, manages past-due accounts, prepares individual tax returns, and works directly with customers to address financial needs. The role includes daily outbound calling and high-volume collection activity, in-person customer meetings, closing loans, keeping accounts current, and generating new business. The position requires managing a fast-paced workload, handling challenging conversations, and meeting performance goals across sales, collections, tax services, and branch operations. Performance-based earnings and advancement opportunities are available. This is a part-time, office-based role with regular in-person attendance during scheduled work hours. Occasional extended hours or weekend work and local travel to offsite locations or banks may be required based on business needs. Compensation is $16–$19 per hour, based on experience and location, plus performance-based bonus opportunities. World Finance describes itself as a community-focused financial services company with more than 1,000 branches across 16 states. It has been recognized as a Top Workplace USA for six consecutive years and a Newsweek Most Trustworthy Company.

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.
Fluent 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 perform computer work, handle documents, and communicate information effectively.
Regular in-person attendance 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.
Experience that supports success in sales, collections, account management, customer service, or tax services.

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 generate loan volume and identify opportunities for additional financial products and services.
Prepare individual tax returns, gather and review required documentation, and help customers with 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 to maintain a professional environment.