Consumer Lending Sales Specialist - Full Time

Purpose Financial; Saint Augustine (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Purpose Financial seeks a Consumer Lending Sales Specialist in the United States to drive customer acquisition and manage a growing loan portfolio. The role emphasizes delivering outstanding service while meeting branch sales goals and adhering to regulations.

Ideal candidates will have prior sales or customer service experience, strong math and communication skills, and the ability to explain loan terms and product features to customers.

Qualifications

• High School Diploma or equivalent required; some college preferred.
• Sales and/or customer service experience required.
• Ability to follow procedures and comply with regulations.

Responsibilities

• Drive customer acquisition through storefront and online channels using effective sales tools and marketing techniques
• Deliver exceptional customer experience while managing growing consumer loan portfolio
• Present tailored financial solutions aligned with customer goals and needs
• Build and maintain strong customer relationships throughout the loan lifecycle
• Educate customers on loan terms, conditions, and product features

Skills

Sales

Customer service

Communication

Math skills

Education

High School Diploma or equivalent

Some college preferred

Job description

Position Summary
The Consumer Lending Sales Specialist (CLSS) is a performance-based, hands-on role focused on delivering exceptional customer service while achieving individual and branch sales goals. This position requires attention to detail, excellent customer service skills, and a passion for sales and customer acquisition. The CLSS actively contributes to branch success by meeting performance metrics defined by management and participating in marketing and collection efforts. All responsibilities must be executed in full compliance with federal and state regulations while adhering to established company policies, procedures, and practices.

Position Summary
The Consumer Lending Sales Specialist (CLSS) is a performance-based, hands-on role focused on delivering exceptional customer service while achieving individual and branch sales goals. This position requires attention to detail, excellent customer service skills, and a passion for sales and customer acquisition. The CLSS actively contributes to branch success by meeting performance metrics defined by management and participating in marketing and collection efforts. All responsibilities must be executed in full compliance with federal and state regulations while adhering to established company policies, procedures, and practices.

Job Responsibility
Customer Service, Sales, Marketing & Customer Acquisition

• Drive customer acquisition through storefront and online channels using effective sales tools and marketing techniques
• Deliver exceptional customer experience while managing growing consumer loan portfolio
• Present tailored financial solutions aligned with customer goals and needs
• Build and maintain strong customer relationships throughout the loan lifecycle
• Educate customers on loan terms, conditions, and product features
• Execute and track community marketing initiatives to generate growth
• Demonstrate company core values and purpose while building trust with customers and staff

Operations & Compliance

• Support branch financial objectives and performance metrics
• Maintain strict adherence to company policies, state and federal regulations
• Ensure accurate cash controls and security procedures
• Maintain precise customer documentation and transaction records
• Conduct and document collection activities
• Follow Loss Prevention (LP) Standards

Team Collaboration

• Foster a positive team environment while supporting colleagues to enhance customer experience
• Actively participate in branch initiatives and contribute to overall branch success through collaborative teamwork

Job Responsibilities Cont.
Education Required
High School Diploma or equivalent required; some college preferred.

Experience Required
Sales and/or customer service experience required, or equivalent experience. One year of experience in one or more of the following areas preferred: sales, retail, banking, or collections.

Knowledge Required
Strong math skills, including the ability to count cash; professional verbal communication by phone and in person; ability to read, write, evaluate, and apply complex and detailed information; ability to work alone on occasion; ability to interact professionally and exhibit appropriate social skills; ability to negotiate payment terms and effectively communicate loan requirements; ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and employees; ability to use computer programs required to process customer transactions; ability to follow procedures in the normal course of business; ability to develop and maintain business relationships.

Physical Requirements
Standing for long periods of time; sitting occasionally; walking; bending; squatting; kneeling; pushing/pulling; reaching; twisting; frequent lifting of less than 10 lbs., occasional lifting of up to 20 lbs.; driving and having access during the workday to an insured and reliable transportation in order to complete tasks including, but not limited to, banking, marketing, and providing staffing coverage within the division; exposure to outdoors limited to elements that the ordinary person would be exposed to at that time; typing; data entry; grasping; transferring items between hands and/or to another person or receptacle; housekeeping/cleaning (vacuuming, dusting, cleaning windows, bathroom, etc., including exposure to cleaning chemicals); use of office equipment to include computers; ability to travel to, be physically present at, and complete the physical requirements of the position at any branch within the division (distance varies by division).

Competencies
Sales and Customer Excellence-CLSS
Results and Accountability-CLSS
Leadership, Coaching and Development-CLSS
Adaptability and Growth Mindset-CLSS
Digital and Future Readiness-CLSS

Travel
Must have a valid driver’s license and access to insured, reliable transportation. Ability to travel within division for marketing, staffing, special events, and banking responsibilities.

Attire
The Company offers employees the option of wearing, polos, blouses, collared shirts, sweaters or other professional attire with slacks or jeans and appropriate shoes. Employees should dress accordingly to their business.

Other
Must be 18 (except in AL where the age requirement is 19), eligible to work in the USA, and able to successfully complete all post offer screens, including a criminal background check and Motor Vehicle Report (MVR). Regular and punctual attendance is required. Schedules may be changed as needed to accommodate business needs. Overtime may be required.