Apply on Employer Site

Purpose Financial · 13 hours ago

Consumer Lending Sales Specialist - Full Time

Columbus, MS

Full-time

Onsite

Entry Level

1+ years exp

Purpose Financial, Inc. is an innovative consumer financial services company that offers a diverse suite of credit products. The Consumer Lending Sales Specialist (CLSS) is responsible for delivering exceptional customer service and achieving individual and branch sales goals while ensuring compliance with regulations and company policies.

CommunitiesFinancial ServicesProfessional Services

Responsibilities

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

Qualification

Sales experienceCustomer service skillsFinancial product knowledgeMath skillsProfessional communicationCustomer relationship managementTeam collaborationAdaptabilityNegotiation skills

Required

High School Diploma or equivalent required

Sales and/or customer service experience required, or equivalent experience

Strong math skills, including the 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 work alone on occasion

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

Ability to follow procedures in the normal course of business

Ability to develop and maintain business relationships

Standing for long periods of time

Sitting occasionally

Walking

Bending

Squatting

Kneeling

Pushing/pulling

Reaching

Twisting

Frequent lifting of less than 10 lbs

Occasional lifting of up to 20 lbs

Driving and having access during the workday to an insured and reliable transportation in order to complete tasks including, but not limited to, banking, marketing, and providing staffing coverage within the division

Exposure to outdoors limited to elements that the ordinary person would be exposed to at that time

Typing

Data entry

Grasping

Transferring items between hands and/or to another person or receptacle

Housekeeping/cleaning (vacuuming, dusting, cleaning windows, bathroom, etc., including exposure to cleaning chemicals)

Use of office equipment to include computers

Ability to travel to, be physically present at, and complete the physical requirements of the position at any branch within the division (distance varies by division)

Must have a valid driver's license and access to insured, reliable transportation

Ability to travel within division for marketing, staffing, special events, and banking responsibilities

Must be 18 (except in AL where the age requirement is 19), eligible to work in the USA, and able to successfully complete all post offer screens, including a criminal background check and Motor Vehicle Report (MVR)

Regular and punctual attendance is required

Schedules may be changed as needed to accommodate business needs

Overtime may be required