Consumer Lending Sales Specialist
Purpose Financial
full-time
Posted on:
Location Type: Office
Location: Saint Ann • Montana • United States
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Job Level
About the role
- Deliver exceptional customer experience while managing growing consumer loan portfolio
- Present tailored financial solutions aligned with customer goals and needs
- Drive customer acquisition through storefront and online channels using effective sales tools and marketing techniques
- 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
- Support branch financial objectives and performance metrics
- Maintain strict adherence to company policies, state and federal regulations
- Ensure accurate cash controls and security procedures
- Conduct and document collection activities
- Foster a positive team environment while supporting colleagues
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
- Professional verbal communication by phone and in person
- Ability to read, write, evaluate, and apply complex and detailed information
- 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.
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 servicesalescollectionsfinancial solutionscash controlsloan termsmarketing techniquescommunity marketingperformance metricsmath skills
Soft skills
verbal communicationinterpersonal skillsnegotiationteam environmentcustomer relationship managementproblem-solvingattention to detailprofessionalismadaptabilitysocial skills
Certifications
High School Diplomaequivalent certification