Purpose Financial

Manager

• Lead end-to-end strategy, management, and growth of customer referral incentive programs; set program objectives, optimize incentive structures, and drive participation to increase customer acquisition
• Develop and launch customer advocacy initiatives from concept to execution, including recruiting brand ambassadors, capturing authentic customer stories, and showcasing testimonials across marketing channels
• Create strategic framework for leveraging customer reviews and testimonials, transform customer feedback into actionable insights, marketing content, and social proof that strengthens brand credibility
• Design and execute marketing campaigns to promote referral and advocacy programs, driving awareness and engagement among existing customers
• Track program performance, measure ROI, and continuously optimize programs based on data insights and feedback to maximize impact
• Lead development of annual marketing strategy and integrated campaign calendar; identify key campaign themes (seasonal, referral, promotional), set objectives, and ensure seamless execution across all channels including social media
• Develop social media strategy in partnership with internal teams and external agencies; establish platform priorities, content frameworks, and social media objectives that align with overall brand and campaign goals
• Oversee conceptualization, creative development, and execution of integrated marketing campaigns; manage campaign lifecycle from ideation through performance analysis, ensuring consistent messaging and brand voice across all touchpoints
• Manage user-generated content (UGC) strategy and execution; curate, amplify, and leverage customer content across social channels and marketing campaigns to build authenticity and community engagement
• Collaborate with creative agencies and internal teams to develop compelling campaign assets; brief external partners on brand guidelines, campaign objectives, and messaging strategy
• Ensure all marketing initiatives—including social content—drive emotional engagement, build brand affinity, and support business objectives; monitor performance and optimize based on data insights
• Partner strategically with the Business Development Management (BDM) team to develop market-specific value propositions and campaigns that drive customer acquisition and engagement in target markets
• Collaborate to identify market opportunities, competitive dynamics, and customer needs; translate insights into targeted messaging and campaign strategies
• Support BDMs with campaign development, creative assets, and marketing collateral tailored to specific market conditions and business objectives
• Collaborate with cross-functional teams to align brand messaging with product launches and business initiatives
• Directly manage Marketing Coordinator, providing coaching, feedback, and professional development opportunities
• Delegate and oversee local marketing initiatives, print production, and project management activities
• Foster a culture of collaboration, accountability, and continuous improvement.

Senior Manager, Brand & Customer Advocacy

Business Operations

• Support company initiatives related to strategic partnerships and digital lending operations
• Coordinate and support various projects related to our partnership program while working in cross-functional teams to ensure a smooth execution of our company’s digital strategy
• Drive business growth through implementation of strategic partnership initiatives
• Track partnership deliverables and ensure timely communication of updates
• Assist with onboarding and relationship management activities
• Maintain partnership documentation, contracts, and compliance requirements
• Manage multiple projects simultaneously to drive bottom line results for partnership and digital initiatives; anticipate and address bottlenecks, balance business needs vs. technical constraints, ensure quality meets expectations
• Maintain documentation, resources, and timelines
• Prepare status reports, presentations, and communications for stakeholders

Business Operations Analyst

Sales

• Customer Service, Sales, Marketing & Customer Acquisition
• 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

Consumer Lending Sales Specialist

Bilingual

• Actively assist in meeting the Branch’s performance metrics as defined by management.
• Utilize sales tools to provide an exceptional customer experience and to use sales and marketing techniques inside and outside of the branch.
• Be responsible for day-to-day servicing of an ever-growing consumer loan portfolio.
• Present financial solutions, based on customer needs that meet their goals.
• Develop new relationships and maintain existing relationships while working with customers throughout the loan process and loan life cycle.
• Educate customers on the terms and conditions of their loans.
• Effectively build trust with customers and internal staff by embodying the philosophy of the organization and core values.
• Deploy marketing efforts in the community to generate sales and customer growth, and track marketing efforts as required.
• Assist in managing the P&L to meet all budgeted numbers and in meeting management’s expectations related to Branch performance.
• Adhere to Company policies, procedures, Core Values, and all applicable state and federal regulations.
• Maintain accurate cash controls and ensure that security procedures are in line with Company and Loss Prevention (LP) Standards.
• Enter customer and transaction information accurately into the point of sales system and maintain accurate customer files.
• Perform and document collection calls, field visits, and any other approved collection activities.
• Work closely with and support others in a positive, team environment.

Bilingual Branch Manager – Training

• Customer Service, Sales, Marketing & Customer Acquisition
• 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
• Operations & Compliance
• 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
• Team Collaboration
• 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

Bilingual Consumer Lending Sales Specialist – Creole

• 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
• 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
• Foster a positive team environment while supporting colleagues to enhance customer experience

• 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.
• 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.

• 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

• 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
• 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
• Foster a positive team environment while supporting colleagues

• 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.
• Foster a positive team environment while supporting colleagues.

• 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.

• 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
• Conduct and document collection activities
• Foster a positive team environment while supporting colleagues to enhance customer experience

• 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
• 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 to enhance customer experience

• 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
• Foster a positive team environment while supporting colleagues to enhance customer experience

• 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
• Maintain precise customer documentation and transaction records
• 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