Purpose Financial

Consumer Lending Sales Specialist

Purpose Financial

full-time

Posted on:

Location Type: Office

Location: Arcadia • Florida • United States

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Job Level

Junior

About the role

  • 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.
  • Support branch financial objectives and performance metrics.
  • Maintain strict adherence to company policies, state and federal regulations.
  • Conduct and document collection activities.
  • Foster a positive team environment while supporting colleagues to enhance customer experience.

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 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 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 & Tools
customer servicesalescollectionsfinancial solutionsmath skillsnegotiationcompliancedocumenting collection activitiesloan termscash handling
Soft Skills
customer relationship managementcommunicationteamworkproblem-solvinginterpersonal skillsadaptabilityattention to detailprofessionalismeducational skillspositive attitude