Bilingual Consumer Lending Sales Specialist - Full Time

Purpose Financial•Upland, CA

14d•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 duties must be performed in compliance with federal and state regulations and established company policies, procedures, and practices. The role supports customer acquisition through storefront and online channels, presents tailored financial solutions, manages customer relationships throughout the loan lifecycle, and supports branch operations, compliance, and teamwork. Travel within the division may be required for marketing, staffing, 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 industry and business policies, procedures, and laws.
Ability to use computer programs to process customer transactions and follow normal business procedures.
Ability to develop and maintain business relationships.
Valid driver’s license and access to insured, reliable transportation during the workday.
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.
Ability to travel within the division and to be physically present at and complete the physical requirements of any branch within the division.
Regular and punctual attendance; availability for schedule changes and overtime as business needs require.
Physical ability to stand for long periods; sit occasionally; walk; bend; squat; kneel; push and pull; reach; twist; frequently lift less than 10 pounds and occasionally lift up to 20 pounds; drive; type and perform data entry; grasp and transfer items; perform housekeeping and cleaning tasks, including exposure to cleaning chemicals; and use office equipment including computers.
Ability to work outdoors with exposure limited to conditions ordinarily encountered at that time.

Nice To Haves

Bilingual Spanish is a plus.
Some college preferred.
One year of experience in 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 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 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.
Maintain regular and punctual attendance; schedules may change to accommodate business needs, and overtime may be required.