Financial Services Representative (Bilingual)

World Finance•Conroe, TX

11d•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 service and closing loans. The representative is accountable for keeping accounts current while generating new business and meeting performance expectations across sales, collections, tax services, and branch operations. The position requires bilingual English and Spanish proficiency. Compensation is $16 per hour, based on experience and location, with performance-based bonus opportunities; total earnings may increase with individual and branch performance. World Finance describes opportunities for growth and advancement, a promote-from-within culture, benefits, retirement savings, paid time off, community involvement, and predictable schedules. The role is office-based and includes frequent customer interaction, regular movement around the office, cash handling, bank runs, and occasional local travel. Regular in-person attendance during scheduled hours is essential; occasional extended hours or weekend work may be required based on business needs.

Requirements

Bilingual 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 meet regular in-person attendance requirements during scheduled work hours.
Ability to communicate clearly and professionally in person, by phone, and electronically.

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 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 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 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.
Occasionally assist with general office upkeep.