Purpose Financial

Bilingual Consumer Lending Sales Specialist

Purpose Financial

full-time

Posted on:

Location Type: Office

Location: Westerville • Ohio • 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
  • Maintain strict adherence to company policies, state and federal regulations
  • Ensure accurate cash controls and security procedures

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 sales, retail, banking, or collections preferred.
  • 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 and interact professionally.
  • Ability to negotiate payment terms and ensure compliance with policies, procedures, and laws.
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 & Tools
customer acquisitionsales techniquesfinancial solutionscash controlssecurity proceduresloan portfolio managementcommunity marketingnegotiationcompliancemath skills
Soft Skills
customer experiencerelationship buildingverbal communicationprofessional interactionindependent workattention to detaileducational skillsproblem-solvingadaptabilityinterpersonal skills
Certifications
High School Diplomasome college preferred