Consumer Lending Sales Specialist - Full Time

Purpose Financial•Farmington, NM

2d•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 role 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 comply with federal and state regulations and established company policies, procedures, and practices. The position supports customer acquisition through storefront and online channels, manages customer relationships throughout the loan lifecycle, presents financial solutions tailored to customer needs, and helps maintain branch operations and compliance. The role may involve travel within the division for marketing, staffing, special events, and banking responsibilities. 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 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 policies, procedures, and laws governing the industry, business, and employees.
Ability to use computer programs to process customer transactions and follow procedures in the normal course of business.
Ability to develop and maintain business relationships.
Valid driver’s license and access to insured, reliable transportation.
Must be at least 18 years old, except 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.
Ability to meet the stated physical requirements, including standing for long periods; occasional sitting; walking, bending, squatting, kneeling, pushing/pulling, reaching, twisting, typing, data entry, grasping, transferring items, and frequent lifting under 10 pounds and occasional lifting up to 20 pounds.
Ability to travel to and work physically at any branch within the division, with distance varying by division.
Ability to perform housekeeping and cleaning tasks, including potential exposure to cleaning chemicals, and use office equipment including computers.

Nice To Haves

Bi-lingual 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 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, banking, and related responsibilities.
Maintain regular and punctual attendance; schedules may change to meet business needs, and overtime may be required.