Bilingual Consumer Lending Sales Specialist - Full Time

Purpose Financial•Eustis, FL

8d•Onsite

About The Position

The Consumer Lending Sales Specialist (CLSS) is a hands-on, performance-based role focused on delivering exceptional customer service while meeting individual and branch sales goals. The position supports branch success through customer acquisition, marketing, portfolio management, and collection activities. All duties must be performed in compliance with applicable federal and state regulations and company policies, procedures, and practices. The specialist presents financial solutions suited to customers’ goals, explains loan terms and features, builds customer relationships throughout the loan lifecycle, and helps manage the consumer loan portfolio. The role also supports branch financial objectives, maintains accurate transaction records and cash controls, and contributes to a positive team environment. Travel within the division may be required for marketing, staffing, special events, and banking responsibilities. Bilingual Spanish 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 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.
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 normal 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.
Must be at least 18 years old (19 in Alabama), eligible to work in the USA, and able to pass post-offer screens, including a criminal background check and Motor Vehicle Report.
Regular and punctual attendance is required; schedules may change to meet business needs, and overtime may be required.
Ability to meet the stated physical requirements, including standing for long periods, occasional sitting, walking, bending, squatting, kneeling, pushing or pulling, reaching, twisting, frequent lifting of less than 10 pounds and occasional lifting of up to 20 pounds, driving, typing, data entry, grasping, transferring items, housekeeping and cleaning, and using office equipment.
Ability to travel to and be physically present at any branch within the division and complete the physical requirements of the position.

Nice To Haves

Bilingual Spanish.
Some college.
One year of experience in sales, retail, banking, or collections.

Responsibilities

Drive customer acquisition through storefront and online channels using sales tools and marketing techniques.
Deliver a strong 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.
Demonstrate company values and build 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.
Support colleagues and contribute to branch initiatives and success through collaborative teamwork.