Bilingual Consumer Lending Sales Specialist - Full Time

Purpose Financial•Garland, TX

10d•Onsite

About The Position

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. The position requires attention to detail, strong customer service skills, and a passion for sales and customer acquisition. The CLSS contributes to branch success by meeting management-defined performance metrics and participating in marketing and collection efforts. All responsibilities must comply with federal and state regulations and established company policies, procedures, and practices. The role supports customer acquisition through storefront and online channels, presents financial solutions tailored to customer needs, manages customer relationships throughout the loan lifecycle, and explains loan terms and product features. It also supports branch operations, cash controls, records, collections, compliance, and teamwork. Travel within the division may be required for marketing, staffing coverage, special events, and banking responsibilities.

Requirements

High school diploma or equivalent.
Sales and/or customer service experience, or equivalent experience.
Strong math skills, including the ability to count cash.
Professional verbal communication skills by phone and in person.
Ability to read, write, evaluate, and apply complex and detailed information.
Ability to work alone on occasion and interact professionally with appropriate social skills.
Ability to negotiate payment terms and communicate loan requirements effectively.
Ability to understand and ensure compliance with applicable industry and company policies, procedures, and laws.
Ability to use computer programs required to process customer transactions.
Ability to follow procedures and develop and maintain business relationships.
Valid driver’s license and access to insured, reliable transportation.
Must be at least 18 years old, except in Alabama where the minimum age is 19.
Must be eligible to work in the United States and successfully complete post-offer screens, including a criminal background check and Motor Vehicle Report (MVR).
Regular and punctual attendance is required; schedules may change to accommodate business needs, and overtime may be required.
Ability to meet the listed physical requirements, including standing for long periods, walking, bending, squatting, kneeling, pushing and pulling, reaching, twisting, frequent lifting under 10 pounds and occasional lifting up to 20 pounds, driving, typing, data entry, grasping, transferring items, cleaning, and using office equipment.
Ability to travel to and be physically present at any branch within the division and complete the position’s physical requirements.

Nice To Haves

Some college.
One year of experience in one or more of the following areas: sales, retail, banking, or collections.
Bilingual Spanish.

Responsibilities

Drive customer acquisition through storefront and online channels using sales tools and marketing techniques.
Deliver an exceptional customer experience while managing a growing consumer loan portfolio.
Present financial solutions tailored to customers’ goals and needs.
Build and maintain customer relationships throughout the loan lifecycle.
Educate customers about 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.
Support branch financial objectives and performance metrics.
Adhere to company policies and state and federal regulations.
Ensure accurate cash controls and security procedures.
Maintain accurate customer documentation and transaction records.
Conduct and document collection activities.
Follow Loss Prevention (LP) Standards.
Foster a positive team environment and support colleagues in enhancing the customer experience.
Participate in branch initiatives and contribute to branch success through teamwork.
Travel within the division for marketing, staffing, special events, and banking responsibilities.