Purpose Financial

Bilingual Consumer Lending Sales Specialist

Purpose Financial

full-time

Posted on:

Location Type: Office

Location: College Station • Texas • 🇺🇸 United States

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Job 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
  • 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

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
  • Competitive Wages
  • Health/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 & Recognition Program
  • Employee Assistance Program

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
customer acquisitionsales toolsmarketing techniquesfinancial solutionscash controlscollection activitiesnegotiationcompliancecustomer documentationtransaction records
Soft skills
customer experiencerelationship buildingcommunicationteamworktrust buildingproblem-solvingsocial skillsindependencecollaborationadaptability