Purpose Financial

Sales

• Responsible for the effective operation and continued growth of their Branch with direction from the DDO
• Ensure that each team member within the branch is trained in all procedures, policies, products, and programs
• Communicate the Company’s vision and strategies to all team members
• Manage financial goals and use analytics to assess ways to improve financial position
• Ensure compliance with federal, state, and local law
• Conduct and train 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, future-facing branch

Branch Sales Manager

• 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

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

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

Bilingual, Consumer Lending Sales Specialist

Collections

• Contacting and successfully negotiating with customers to collect payment on overdue, defaulted, or write-off loans
• Acts as the liaison between creditors and customers through managing overdue accounts
• Support, influence, and advise customers on the payment options for debt recovery
• Execute strategies for collection processes and procedures, including negotiating payment plans
• Initiate and handle both inbound and outbound calling to collect a debt
• Drive to achieve set revenue targets and call quality objectives

Bi-Lingual Collections Agent

Bilingual

• Deliver results related to individual and branch sales goals
• Comply with all federal and state regulations and adhere to company policies, procedures, and practices
• Assist in meeting all performance goals and metrics for the branch as defined by management
• Develop, assist, and participate in all marketing and collection efforts, both internally and externally
• Actively assist in meeting the Branch’s performance metrics as defined by management
• Provide financial solutions based on customer needs that meet their goals
• Educate customers on the terms and conditions of their loans
• Track marketing efforts as required

Bilingual Branch Manager – Training

Performance Marketing

• Execute ad buying strategies across programmatic platforms, social networks, search engines and other digital platforms, while ensuring proper tracking and optimization.
• Conduct in-depth analysis of campaign metrics, audience behavior, and conversion paths to inform strategic optimizations and budget reallocation decisions to maximize efficiency and ROI.
• Design and optimize testing framework for all digital marketing, including tests across audiences, creatives, landings, as well as avenues like Affiliate marketing.
• Create and measure rigorous A/B and multivariate testing to maximize learnings.
• Work closely with internal performance marketing, creative, and analytics teams to align digital marketing efforts with campaign objectives and share optimization insights.
• Stay ahead of industry trends and emerging best practices to keep Purpose Financial at the forefront of performance marketing innovation.
• Respond to Compliance team requests and ensure all campaigns comply with platform policies and industry regulations.
• Understand, adhere to and enforce all corporate policies.

Performance Marketing Intern – Temporary

• 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
• 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

• Communicate the Company’s vision and strategies to all team members.
• Establish and communicate division goals and objectives.
• Manage financial goals.
• Use analytics to assess ways to improve financial position.
• Review operational standing of assigned branch to identify areas of opportunity for increased profit margin.
• Provide training and guidance in all aspects of operations and sales leadership in conjunction with Division Director.
• Ensure the training of procedures outlining banking, collections, audits, and other company policies and standards are being met.
• Ensure compliance with federal, state, and local law, as well as guide assigned branch teams in conjunction with Operational Quality Specialists on identifying and mitigating compliance concerns.
• Delegates tasks and responsibilities to appropriate team members.
• Maintain the Advance America appearance standards and maintenance requirements for the branch.
• Conduct and train competitive market analysis and develop strategies to increase total market share and active customer accounts.
• Work with DDO, Field Marketing Manager, and Corporate Marketing to maintain ongoing marketing campaigns for the branch.
• Recognize, train, and develop skills and abilities of the branch team members in order to achieve objectives and provide effective leadership.
• Responsible for growth and development as well as recruiting, coaching, evaluating branch team.
• Build strong relationships with current and prospective customers, in person, in the market and over the phone.
• Monitor and measure customer satisfaction.
• Take the lead on case management for delinquent accounts.
• Work with DDO to ensure compliance with all federal, state, and local laws including company best practices.