Bilingual Sr. Consumer Lending Specialist

Purpose Financial • Pflugerville, TX

4d • Onsite

About The Position

The Senior Consumer Lending Sales Specialist (Sr. CLSS) is a performance-based, hands-on role focused on delivering exceptional customer service while exceeding individual and branch sales goals. The position requires expertise in customer relationship management and analytical skills, along with a record of success in sales and customer acquisition. The Sr. CLSS leads by example, mentors team members, and contributes to branch success through performance against management-defined metrics and strong marketing and collection results.

The role requires expert knowledge of applicable federal and state regulations and strict adherence to company policies, procedures, and practices. The specialist supports customer acquisition and retention, develops community partnerships, helps customers find financial solutions suited to their needs, and contributes to branch operations and team development.

The position is based at the Pflugerville, Texas branch. Travel within the division may be needed for marketing, staffing, special events, and banking responsibilities. A valid driver’s license and access to insured, reliable transportation are required. Schedules may change to meet business needs, and overtime may be required. Regular and punctual attendance is required. Spanish bilingual ability is noted as a plus.

Requirements

• High school diploma or equivalent required.
• Demonstrated high performance in sales and/or customer service, with a record of meeting or exceeding goals.
• Three to five years of proven achievement in one or more of sales, retail, banking, or collections, with documented results in customer relationship management and revenue growth.
• 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 occasionally 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 and employees.
• Ability to use computer programs required to process customer transactions and follow 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, except 19 in Alabama; eligible to work in the United States; and able to pass post-offer screenings, including a criminal background check and Motor Vehicle Report.
• Ability to travel within the division and to be physically present at and complete the position’s physical requirements at any branch within the division.
• Bilingual Spanish is a plus.

Nice To Haves

• Some college education.
• Bilingual Spanish ability.

Responsibilities

• Excel in multichannel customer acquisition and consistently surpass sales goals.
• Deliver exceptional customer experiences while managing complex loan portfolios.
• Provide financial solutions aligned with customers’ goals and needs.
• Build customer relationships to support portfolio growth and retention.
• Lead community marketing initiatives by developing strategic partnerships and carrying out targeted outreach programs.
• Share best practices and mentor colleagues as a subject matter expert.
• Represent company core values through professional conduct and effective customer relationship management.
• Surpass branch financial objectives and performance metrics.
• Apply expert knowledge of company policies and applicable state and federal regulations.
• Maintain high standards for cash controls and security.
• Ensure documentation is accurate and complete.
• Achieve strong results in collection activities.
• Act as a role model by sharing expertise with colleagues and recommending process improvements.
• Participate in branch strategic initiatives, knowledge sharing, and operational enhancements.
• Travel within the division for marketing, staffing, special events, and banking responsibilities.
• Maintain regular, punctual attendance and adapt to schedule changes needed for business needs.

Benefits

• Competitive wages.
• Health and life benefits.
• 401(k) savings plan with company match.
• Paid parental leave.
• Company-paid holidays.
• Paid time off, including volunteer time.
• Tuition reimbursement.
• Business casual environment.
• Rewards and recognition program.
• Employee assistance program.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED