Purpose Financial

Sales

• Drive customer acquisition through storefront and online channels using effective sales tools and marketing techniques
• Deliver exceptional customer experience while managing growing consumer loan portfolio
• Present tailored financial solutions aligned with customer goals and needs
• Build and maintain strong customer relationships throughout the loan lifecycle
• Educate customers on 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
• Maintain strict adherence to company policies, state and federal regulations
• Ensure accurate cash controls and security procedures
• Maintain precise customer documentation and transaction records
• Conduct and document collection activities
• Foster a positive team environment while supporting colleagues to enhance customer experience

Bilingual Consumer Lending Sales Specialist

• Responsible for effective operation and growth of the branch
• Ensure all team members are trained in procedures and policies
• Increase overall performance, productivity, and profitability of branch
• Promote employee engagement through coaching and development
• Manage financial goals and analyze ways to improve financial position
• Review operational standing to identify areas for increased profit margin
• Conduct competitive market analysis and develop marketing strategies
• Build strong relationships with customers and monitor satisfaction

Branch Sales Manager

• Drive customer acquisition through storefront and online channels using effective sales tools and marketing techniques
• Deliver exceptional customer experience while managing growing consumer loan portfolio
• Present tailored financial solutions aligned with customer goals and needs
• Build and maintain strong customer relationships throughout the loan lifecycle
• Educate customers on 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
• Maintain strict adherence to company policies, state and federal regulations
• Ensure accurate cash controls and security procedures
• Maintain precise customer documentation and transaction records
• Conduct and document collection activities
• Foster a positive team environment while supporting colleagues to enhance customer experience
• Actively participate in branch initiatives and contribute to overall branch success through collaborative teamwork

Data Engineer

• Design, develop, and maintain scalable and reliable data pipelines to ingest, transform, and load structured, semi-structured, and unstructured data from various sources into our data lake and warehouse environments.
• Implement data integration solutions to consolidate data from disparate sources, including databases, API’s, streaming platforms, and 3rd party services (e.g., Snowpipe, SnowPark, Dynamo, Kafka).
• Optimize data processing workflows for performance, efficiency, and scalability using distributed computing or parallel processing frameworks such as FiveTran, dbt, Snowpark, Snowpipe, etc.…
• Collaborate cross-functionally with IT & business stakeholders to understand data requirements, define data models, and develop solutions to support data services, reporting, and Software Development.
• Partner with data, IT, and business teams to improve design and building of metrics to enhance our analytic capabilities.
• Implement data quality checks, data validation processes, and error handling mechanisms to ensure the accuracy, completeness, and reliability of data across all stages of the data lifecycle.
• Support the design and maintenance of data schemas, and metadata repositories for governance documentation of data lineage, definitions, and dependencies.
• Support the development and maintenance of data governance policies, standards, and best practices to ensure compliance with data privacy regulations and industry standards.
• Apply best practices for AWS and Snowflake architectures, data pipelines and data models.
• Monitor, troubleshoot, and optimize the performance and availability of data systems and infrastructure using monitoring and logging tools such as Prometheus.
• Stay current with emerging technologies, tools, and trends in data engineering, cloud architectures, and cloud computing to evaluate their potential impact and relevance to our data platforms.
• Responsible to coach and mentor junior data engineers.

Senior Data Engineer

Consumer Lending Sales Specialist

Executive Assistant

• Submit accurate and timely expense reports on behalf of assigned individuals.
• Manage calendars for assigned executive leaders and coordinate travel arrangements as needed.
• Prepare correspondence and resolve certain requests and inquiries on behalf of assigned executives/departments.
• Facilitate group meetings through logistic support including scheduling, meals, conference rooms, coordinating attendees, etc.
• Perform clerical duties such as copying, scanning, answering phone calls, taking messages, preparing correspondence, and distribution of department mail.
• File Annual Reports and Fictitious Business Name renewals for operating entities.
• Manage and maintain Trademarks and Service Marks records.
• Process Privacy Opt-Outs.
• Process unemployment claims.
• Quarterly Report Filing for Finance.
• Assist in preparation and distribution of corporate governance materials including minutes, quarterly reports, and presentations.
• Assist with mailings as needed.
• Provide data-entry or data-processing support as needed.
• Maintain department-specific contact, birthday and work anniversary lists.
• Provide back-up support to other executive administrative support as needed.

• Drive customer acquisition through storefront and online channels using effective sales tools and marketing techniques
• Deliver exceptional customer experience while managing growing consumer loan portfolio
• Present tailored financial solutions aligned with customer goals and needs
• Build and maintain strong customer relationships throughout the loan lifecycle
• Educate customers on 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
• Maintain strict adherence to company policies, state and federal regulations
• Ensure accurate cash controls and security procedures
• Maintain precise customer documentation and transaction records
• Conduct and document collection activities
• Follow Loss Prevention (LP) Standards
• Foster a positive team environment while supporting colleagues to enhance customer experience
• Actively participate in branch initiatives and contribute to overall branch success through collaborative teamwork

• Communicate the Company’s vision and strategies to all team members.
• Establish and communicate division goals and objectives.
• Manage financial goals.
• Use analytics to assess ways to improve financial position.
• Review operational standing of assigned branch to identify areas of opportunity for increased profit margin.
• Provide training and guidance in all aspects of operations and sales leadership in conjunction with Division Director.
• Ensure the training of procedures outlining banking, collections, audits, and other company policies and standards are being met.
• Ensure compliance with federal, state, and local law, as well as guide assigned branch teams in conjunction with Operational Quality Specialists on identifying and mitigating compliance concerns.
• Delegates tasks and responsibilities to appropriate team members.
• Maintain the Advance America appearance standards and maintenance requirements for the branch.
• Conduct and train competitive market analysis and develop strategies to increase total market share and active customer accounts.
• Work with DDO, Field Marketing Manager, and Corporate Marketing to maintain on-going marketing campaigns for the branch.
• Recognize, train, and develop skills and abilities of the branch team members in order to achieve objectives and provide effective leadership.
• Responsible for growth and development as well as recruiting, coaching, evaluating branch team.
• Provide Leadership on sales, coaching and development of team and overall profitability and growth.
• Collaborate with Division Director to help build a healthy, strong, future-facing branch.
• Build strong relationships with current and prospective customers, in person, in the market and over the phone.
• Monitor and measure customer satisfaction.
• Take the lead on case management for delinquent accounts.
• Work with DDO to ensure that all federal, state, and local laws are followed including company best practices and policies.
• Collaborate with Operational Quality Specialists to observe and detect potential risks for non-compliance.
• Provide training and guidance in all aspects of operations, marketing and customer experience.
• Teach and validate understanding of Customer Choice - One Company/One Customer and the overall Omni channel experience.
• Instruct the branch on company procedures, policies, practices, and computer systems.
• Assist the DDO with implementation of new or changed procedures, policies, products, or programs.
• Lead by example in a hands-on and approachable manner.
• Recognize and develop skills/abilities of assigned branch in order to meet branch, division, and Company objectives.

Operations

• Utilize sophisticated data analytics techniques to gain deep insights into customer behavior and interactions with our lending products.
• Lead efforts to translate complex data into actionable strategies that improve customer processes – loan execution, payments, retention refi’s, and overall high yield customer funnel activity.
• Forge strong partnerships with Texas Leadership and the Data Scientist (Credit Risk) teams to drive the development of innovative predictive models.
• Spearhead initiatives for the continuous growth of our Texas P&L, aligning with business Objectives and Key Results (OKRs).
• Function as a key strategic advisor to the Texas leadership team, leveraging data to solve complex problems, identifying market trends, and uncovering new opportunities.
• Drive data-driven decision-making processes across the organization.
• Oversee the design and administration of A/B tests across various channels for consumers in Texas.
• Analyze test results meticulously, deriving meaningful insights to inform Texas business evolution and business strategy.
• Develop and maintain comprehensive reports, dashboards, and metrics to continuously monitor and evaluate the performance of Texas.

Director – Operations Analytics

• Drive customer acquisition through storefront and online channels using effective sales tools and marketing techniques.
• Deliver exceptional customer experience while managing growing consumer loan portfolio.
• Present tailored financial solutions aligned with customer goals and needs.
• Build and maintain strong customer relationships throughout the loan lifecycle.
• Educate customers on 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.
• Maintain strict adherence to company policies, state and federal regulations.