Purpose Financial

Analyst

• Continuously monitor and assess the quality of data across various cloud systems.
• Develop and maintain data quality scorecards, reports, and dashboards.
• Identify inconsistencies, anomalies, and inaccuracies, and work with data engineer, data management and business owners to correct any issues.
• Define and implement data quality rules, standards and processes to improve the quality of critical data assets.
• Work with data management and business teams to resolve data quality issue and ensure data is certified for consumption.
• Conduct root cause analysis on recurring data quality problems and recommend corrective actions.
• Utilize tools (e.g., Atlan) and programming skills (SQL, Python) to automate data audits, cleansing and validation.
• Recommend and implement automation solutions to streamline data quality monitoring and validation.
• Work closely with data stakeholders in the business to ensure data quality standards are met.
• Participate in cross-functional data quality improvement projects.
• Identification, development, and maintenance of the Enterprise Data Quality Metrics KPI’s and data metrics.
• Interpret data and analyze the results using statistical techniques, providing ongoing reports on the effectiveness of different strategies and observe any trends or issues to raise with leadership.
• Understand, adhere to and enforce all corporate policies.

Data Quality Analyst

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
• 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

Bilingual, Spanish - 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
• 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

Bilingual Consumer Lending Sales Specialist

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
• 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

Risk

• Lead the implementation of data governance strategies, policies, and procedures
• Manage team of data analysts, data management, and projects
• Collaborate with senior managers to align data governance initiatives with the company’s strategic goals in mind
• Define and implement data governance policies, standards, and procedures to ensure the accuracy, completeness, timeliness of data across all systems and processes
• Establish data ownership, stewardship, and accountability frameworks to govern the lifecycle of data from acquisition to disposal
• Collaborate with cross-functional teams, including IT, Legal, Compliance, and business stakeholders to identify data governance requirements and develop solutions to address them
• Manage and enforce data classification, data access, data sharing, and reference data
• Implement data classification, tagging, and access control mechanisms to protect sensitive and confidential information and ensure compliance with relevant data privacy regulations
• Ensure proper documentation of data assets, metadata, and data lineage with Atlan
• Design and implement data quality management processes, data profiling, and data cleansing strategies to improve data accuracy and reliability
• Communicate the value of data governance across the organization and be a voice for our data driven culture
• Develop and deliver training programs to raise awareness and build data governance capabilities.

Technical Manager, Data Governance

• Communicate the Company’s vision and strategies to all team members
• Establish and communicate division goals and objectives
• Manage financial goals using analytics to assess ways to improve financial position
• Review operational standing to identify areas of opportunity for increased profit margin
• Provide training and guidance in all aspects of operations and sales leadership
• Ensure compliance with federal, state, and local law
• Conduct competitive market analysis and develop strategies to increase market share
• Build strong relationships with current and prospective customers
• Collaborate with Division Director to help build a healthy, strong branch
• Provide training and guidance in all aspects of operations, marketing, and customer experience

Branch Sales Manager

• 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.

• The BSM is responsible for the effective operation and continued growth of their Branch.
• Communicate the Company’s vision and strategies to all team members.
• Establish and communicate division goals and objectives.
• Manage financial goals using analytics to improve financial position.
• Provide training and guidance in all aspects of operations and sales leadership.
• Ensure compliance with federal, state, and local laws.
• Recognize, train, and develop the skills of branch team members to achieve objectives.
• Build strong relationships with current and prospective customers.
• Monitor and measure customer satisfaction.
• Provide Leadership on sales, coaching, and development of team and overall profitability and growth.

Bilingual Branch Sales Manager

• Responsible for effective operation and continued growth of the Branch.
• Communicate the Company’s vision and strategies to all team members.
• Establish division goals and objectives.
• Manage financial goals and use analytics to assess improvement.
• Provide training and guidance in all aspects of operations and sales leadership.
• Build strong relationships with current and prospective customers.

Manager

• 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 to ensure a clear understanding of the products they have selected.
• Effectively build trust with customers and internal staff by embodying and demonstrating the philosophy of the organization, core values and our company’s purpose.
• 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 the Company’s policies, procedures, Core Values, and to 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 create and maintain accurate customer files with all required documentation.
• Perform and document collection calls, field visits, and any other approved collection activities.
• Work closely with and support others in a positive, team environment to enhance the customer experience.

Data Quality Analyst

Bilingual, Spanish - Consumer Lending Sales Specialist

Bilingual Consumer Lending Sales Specialist

Consumer Lending Sales Specialist

Bilingual Consumer Lending Sales Specialist

Consumer Lending Sales Specialist

Technical Manager, Data Governance

Branch Sales Manager

Consumer Lending Sales Specialist

Consumer Lending Sales Specialist

Consumer Lending Sales Specialist

Bilingual Consumer Lending Sales Specialist

Bilingual Branch Sales Manager

Branch Sales Manager

Branch Manager – In Training