Bilingual Consumer Lending Sales Specialist - Full Time

Purpose Financial•San Jose, CA

1d•Onsite

About The Position

The Consumer Lending Sales Specialist (CLSS) is a hands-on, performance-based role focused on delivering exceptional customer service and achieving individual and branch sales goals. The specialist supports branch success by meeting management-defined performance metrics and participating in marketing and collection activities. All work must comply with federal and state regulations and company policies, procedures, and practices. The role drives customer acquisition through storefront and online channels, manages a growing consumer loan portfolio, presents financial solutions that fit customers’ needs, and builds customer relationships throughout the loan lifecycle. It also involves educating customers about loan terms, conditions, and product features, carrying out community marketing initiatives, maintaining accurate transaction records and cash controls, conducting collection activities, and supporting a collaborative branch team. The position requires a high school diploma or equivalent and sales and/or customer service experience. A valid driver’s license and access to insured, reliable transportation are required for travel within the division for marketing, staffing, special events, and banking responsibilities. Schedules may change to meet business needs, and overtime may be required. Regular and punctual attendance is required. Applicants must be at least 18 years old (19 in Alabama), eligible to work in the United States, and able to complete post-offer screening, including a criminal background check and Motor Vehicle Report.

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 policies, procedures, and laws.
Ability to use computer programs required to process customer transactions and follow business procedures.
Ability to develop and maintain business relationships.
Valid driver’s license and access to insured, reliable transportation.
Ability to travel within the division and to be physically present at and perform the job requirements at any branch within the division.
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 screening, including a criminal background check and Motor Vehicle Report.
Regular and punctual attendance is required.

Nice To Haves

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

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 tailored financial solutions aligned with customer 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.
Represent company core values and purpose while building trust with customers and staff.
Support branch financial objectives and performance metrics.
Follow company policies and applicable state and federal regulations.
Maintain accurate cash controls and security procedures.
Maintain precise customer documentation and transaction records.
Conduct and document collection activities.
Follow Loss Prevention standards.
Foster a positive team environment and support colleagues in improving 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.