Bilingual Consumer Lending Sales Specialist - Full Time

Purpose Financial•Upland, CA

12d•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 carried out in compliance with federal and state regulations and company policies, procedures, and practices. The role supports customer acquisition through storefront and online channels, manages customer relationships and a growing consumer loan portfolio, and presents financial solutions tailored to customer needs. It also supports branch operations, cash controls, documentation, collections, loss prevention, and teamwork. The employee must have a valid driver’s license and access to insured, reliable transportation, and be able to travel within the division for business needs. Regular, punctual attendance is required; schedules may change to accommodate business needs, and overtime may be required.

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, in person and by phone.
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 employee policies, procedures, and laws.
Ability to use computer programs required 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.
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 meet the listed physical requirements, including prolonged standing, occasional sitting, walking, bending, squatting, kneeling, pushing or pulling, reaching, twisting, lifting, typing, data entry, grasping, transferring items, housekeeping, and use of office equipment.
Ability to travel to and work at any branch within the division as needed.
Bilingual Spanish is a plus.

Nice To Haves

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

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 aligned with 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 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 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 and work overtime when required.