Customer-Driven Lending Sales Specialist

Purpose Financial Services, inc.; Naples (FL); Hybrid; USD 32,000 - 52,000; Full time

Job summary

Purpose Financial/Advance America in Naples, FL seeks a motivated Consumer Lending Sales Specialist to drive customer acquisition and sales growth while ensuring compliance with regulations. You will handle customer interactions, present loan options, and manage the loan lifecycle from application to closure.

The role emphasizes strong customer service, effective communication, and the ability to work with a team to achieve branch goals.

Qualifications

• High School Diploma or equivalent required; some college preferred.
• Sales and/or customer service experience required; one year of experience in sales, banking, or collections preferred.
• Strong math skills and professional verbal communication; ability to read and apply detailed information.

Responsibilities

• Actively assist in meeting center performance metrics and use sales tools to deliver an exceptional customer experience.
• Present financial solutions based on customer needs and educate customers on loan terms.
• Develop relationships, educate customers on loan requirements, and maintain accurate customer files and documentation.

Skills

Customer service

Sales

Marketing

Customer Acquisition

Education

High School Diploma or Equivalent

Some college preferred

Job description

Purpose Financial/Advance America in Naples, FL seeks a motivated Consumer Lending Sales Specialist to drive customer acquisition and sales growth while ensuring compliance with regulations. You will handle customer interactions, present loan options, and manage the loan lifecycle from application to closure.

The role emphasizes strong customer service, effective communication, and the ability to work with a team to achieve branch goals.