Bilingual (Spanish) Consumer Lending Sales Specialist - Full Time

Purpose Financial•Davenport, IA
•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 be performed in compliance with federal and state regulations and company policies, procedures, and practices. The role serves customers through storefront and online channels, presents financial solutions suited to customer needs, and manages customer relationships throughout the loan lifecycle. It also supports branch operations, financial objectives, compliance, cash controls, documentation, collections, loss prevention, and teamwork. Spanish bilingual ability is a plus.

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 for work responsibilities.
  • At least 18 years old, except the age requirement is 19 in Alabama.
  • Eligible to work in the United States and able to successfully complete post-offer screening, including a criminal background check and Motor Vehicle Report (MVR).
  • Regular and punctual attendance is required; schedules may change to accommodate business needs.

Nice To Haves

  • Bilingual Spanish ability.
  • 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 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.
  • Follow company policies and federal and state regulations.
  • Maintain accurate cash controls and security procedures.
  • Maintain precise 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, including driving to complete assigned tasks.

Benefits

  • Competitive wages
  • Health and life benefits
  • 401(k) savings plan with company match
  • Paid parental leave
  • Company-paid holidays
  • Paid time off, including volunteer time
  • Tuition reimbursement
  • Business casual environment
  • Rewards and recognition program
  • Employee assistance program
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