Consumer Lending Sales Specialist
Purpose Financial
full-time
Posted on:
Location Type: Office
Location: Milton • Florida • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- 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
Requirements
- High School Diploma or equivalent required; some college preferred
- Sales and/or customer service experience required, or equivalent experience
- One year of experience in one or more of the following areas preferred: sales, retail, banking, or collections
- Strong math skills, including the ability to count cash
- Professional verbal communication by phone and in person
- Ability to read, write, evaluate, and apply complex and detailed information
- Ability to work alone on occasion
- Ability to interact professionally and exhibit appropriate social skills
- Ability to negotiate payment terms and effectively communicate loan requirements
- Ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and employees
- Ability to use computer programs required to process customer transactions
- Ability to follow procedures in the normal course of business
- Ability to develop and maintain business relationships
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer acquisitionsales techniquesfinancial solutionsloan portfolio managementcash controlscollection activitiescustomer documentationtransaction recordsnegotiationcompliance
Soft skills
customer experiencerelationship buildingteam collaborationprofessional communicationsocial skillsproblem-solvingattention to detailindependenceadaptabilitytrust building
Certifications
High School Diplomaequivalent education