Bilingual Sr. Consumer Lending Specialist

Purpose Financial•Pflugerville, TX

5d•Onsite

About The Position

The Senior Consumer Lending Sales Specialist is a hands-on, performance-based role focused on providing excellent customer service while exceeding individual and branch sales goals. The specialist uses customer relationship management and analytical skills to acquire customers, grow and retain loan portfolios, and provide financial solutions suited to customer needs. The role leads by example, mentors colleagues, and contributes to branch success through sales, marketing, collections, and achievement of management-defined performance metrics. Responsibilities must be performed with expert knowledge of applicable federal and state regulations and strict adherence to company policies, procedures, and practices. The position also supports branch operations and team initiatives, maintains accurate documentation and cash controls, and may travel within the division for marketing, staffing, special events, and banking responsibilities. Regular and punctual attendance is required, schedules may change to meet business needs, and overtime may be required.

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 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/business and employee policies, procedures, and laws.
Ability to use computer programs required 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.
Must be at least 18 years old, except the minimum age is 19 in Alabama; eligible to work in the USA; and able to complete 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, lifting, driving, typing, data entry, grasping, transferring items, cleaning, and using office equipment.
Ability to travel to and work physically at any branch within the division.

Nice To Haves

Some college preferred.
Bilingual Spanish is a plus.

Responsibilities

Excel in multi-channel customer acquisition and consistently exceed 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 executing targeted outreach programs.
Serve as a subject matter expert, share best practices, and mentor colleagues.
Model company core values and handle customer relationships professionally.
Exceed 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.
Share expertise with colleagues, recommend process improvements, and support branch strategic initiatives through participation, knowledge sharing, and operational enhancements.
Travel within the division for marketing, staffing, special events, and banking responsibilities.
Maintain regular and punctual attendance; work overtime when required.