Purpose Financial

Consumer Lending Sales Specialist

Purpose Financial

full-time

Posted on:

Location Type: Office

Location: Columbus • Mississippi • 🇺🇸 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
  • Health Savings Account plus Employer Seed
  • 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
  • Office in downtown Greenville that offers free parking, onsite gym, free snacks/drinks

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 activitiesnegotiationcompliancedocumentationtransaction processing
Soft skills
customer experiencerelationship buildingcommunicationteamworktrust buildingproblem-solvingattention to detailinterpersonal skillsadaptabilitycollaboration
Certifications
High School Diplomasome college preferred