Purpose Financial

Sales

• 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.

Consumer Lending Sales Specialist

• 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

Bilingual Consumer Lending Sales Specialist

• 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

• 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

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

Administration

• Act as the primary resource for employees, managers, and internal/external partners on all benefits, leave of absence, and wellness matters
• Serve as a trusted advisor on policies, procedures, federal/state requirements, and eligibility criteria
• Facilitate in-person and virtual meetings, consultations, and presentations to educate stakeholders on benefits programs and available resources
• Provide support throughout the full lifecycle of leave of absence, disability programs, benefits administration, etc.
• Maintain case tracking systems, manage enrollment processes, create and maintain spreadsheets and databases
• Pull, audit, and generate timely and accurate reports on eligibility, participation, program utilization, and other metrics
• Prepare special reports and perform research as requested by management
• Ensure all processes comply with company policies and applicable federal/state regulations (WC, FMLA, ADA, etc.)
• Develop and maintain knowledge of benefits programs, leave of absence, and disability offerings
• Monitor market trends and legislative changes, escalating for awareness as needed
• Support wellness initiatives by collaborating with HR and leaders to ensure benefits align with employee wellbeing goals and strategy
• Create wellness calendars, campaign content, and program materials
• Administer benefit programs, campaigns, and initiatives
• Conduct individual and group meetings with employees to understand evolving needs and wellness priorities
• Gather and analyze employee feedback and sentiment regarding benefits offerings to identify gaps and opportunities for improvement
• Use insights to form recommendations for strategic benefits decisions
• Develop and maintain monthly Homebase event calendars
• Coordinate logistics including food, supplies, setup/breakdown, and cleanup
• Provide onsite support for Homebase events and company-wide benefits activities
• Create and present benefits and leave of absence materials as needed
• Assist with HR systems support, audits, and benefit eligibility/enrollment as required
• Pull and audit reports from external systems of record
• Maintain/update benefit training manuals/SOPs

Benefits and Wellness Administrator

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

Bilingual Consumer Lending Sales Specialist – Full Time

• 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

Product Manager

• Establish and communicate a clear product vision aligned with business objectives.
• Full ownership of managing, grooming, and prioritizing the product backlog in alignment with business objectives.
• Work closely with customers, business leaders, and other stakeholders to gather requirements and feedback.
• Write detailed, clear, and actionable user stories and epics, incorporating technical requirements and constraints.
• Participate in Agile ceremonies, including sprint planning, reviews, and retrospectives.
• Review and accept completed work, ensuring it meets quality standards and business requirements.
• Track product performance and progress toward strategic goals using KPIs and user feedback.
• Identify and resolve conflicts or obstacles that may hinder product development.

Consumer Lending Sales Specialist

Bilingual Consumer Lending Sales Specialist

Consumer Lending Sales Specialist

Bilingual Consumer Lending Sales Specialist

Consumer Lending Sales Specialist

Benefits and Wellness Administrator

Consumer Lending Sales Specialist

Consumer Lending Sales Specialist

Bilingual Consumer Lending Sales Specialist – Full Time

Consumer Lending Sales Specialist

Bilingual Consumer Lending Sales Specialist

Consumer Lending Sales Specialist

Consumer Lending Sales Specialist

Product Owner – Omni

Bilingual Consumer Lending Sales Specialist