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Purpose Financial · 23 hours ago

Sr. Consumer Lending Specialist

Indianapolis, IN

Full-time

Onsite

Mid, Senior Level

3+ years exp

Purpose Financial is a nationally recognized financial services company that has been helping hardworking individuals with personalized financial solutions since 1997. The Senior Consumer Lending Sales Specialist (Sr. CLSS) plays a crucial role in driving customer service excellence and exceeding sales goals while managing loan portfolios and mentoring team members.

CommunitiesFinancial ServicesProfessional Services

Responsibilities

Excel in multi-channel customer acquisition, consistently surpassing sales goals

Deliver exceptional customer experiences while managing complex loan portfolios

Provide financial solutions aligned with customer goals and needs

Champion customer relationships to achieve strong portfolio growth and retention

Lead community marketing initiatives by developing strategic partnerships and executing targeted outreach programs to drive sustainable growth

Serve as a subject matter expert, sharing best practices and mentoring colleagues

Exemplify company core values through professional excellence and effective handling of customer relationships

Surpass branch financial objectives and metrics

Demonstrate expert knowledge of company policies, state and federal regulations

Maintain highest standards in cash controls and security

Excel in documentation accuracy and completeness

Achieve superior results in collection activities

Serve as a role model in team environment by sharing expertise with colleagues and recommending process improvements

Support branch strategic initiatives through active participation, knowledge sharing, and operational enhancements

Qualification

Customer Relationship ManagementSales PerformanceFinancial SolutionsAnalytical SkillsMarketing InitiativesCompliance KnowledgeProfessional CommunicationBilingual SpanishTeam CollaborationNegotiation Skills

Required

High School Diploma or equivalent required; some college preferred

Demonstrated track record of high performance in sales and/or customer service, with proven success in meeting or exceeding goals

Minimum of 3-5 years of proven achievement in one or more of the following areas: sales, retail, banking, or collections, with documented results in customer relationship management and revenue growth

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