Lending Sales & Customer Success Specialist

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

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.