Bilingual Consumer Lending Sales Specialist - Full Time

Purpose Financial•San Diego, CA

1d•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 specialist 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 drives customer acquisition through storefront and online channels, presents financial solutions suited to customer needs, manages customer relationships throughout the loan lifecycle, explains loan terms and product features, and carries out community marketing initiatives. It also supports branch operations through accurate cash controls and records, collection documentation, loss prevention practices, and collaboration with colleagues. Spanish bilingual ability is noted as a plus.

Requirements

High school diploma or equivalent required.
Sales and/or customer service experience, or equivalent experience, required.
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 to process customer transactions and follow standard 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.
Must be at least 18 years old (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.
Regular and punctual attendance is required; schedules may change to accommodate business needs, and overtime may be required.

Nice To Haves

Bilingual Spanish is a plus.
Some college preferred.
One year of experience in one or more of sales, retail, banking, or collections preferred.

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 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.
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 enhancing 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.