Purpose Financial
Bilingual Consumer Lending Sales Specialist - Full Time
Purpose Financial, Indio, California, United States, 92201
Bilingual Consumer Lending Sales Specialist - Full Time
Join to apply for the Bilingual Consumer Lending Sales Specialist - Full Time role at
Purpose Financial
Address:
81673 Hwy. 111, Ste. 5, Indio, California, United States - 92201
Purpose Financial, Inc. is an innovative consumer financial services company offering a diverse suite of credit products. The company’s mission is to promote financial inclusion and meet consumers wherever they are, helping them achieve financial stability in the present and future. Since 1997, Purpose has pioneered consumer credit solutions across 800+ storefronts and online lending, serving 23 states with a team of over 2,500 employees.
We Offer
Competitive wages
Health/Life benefits
Health Savings Account with employer seed
401(k) savings plan with company match
Paid parental leave
Company paid holidays
Paid time off including volunteer time
Tuition reimbursement
Business casual environment
Rewards & recognition program
Employee assistance program
Office in downtown Greenville with free parking, onsite gym, free snacks/drinks
Position Summary The Consumer Lending Sales Specialist (CLSS) is a performance‑based, hands‑on role focused on delivering exceptional customer service while achieving individual and branch sales goals. This position requires attention to detail, excellent customer‑service skills, and a passion for sales and customer acquisition.
Job Responsibilities Customer Service, Sales, Marketing & Customer Acquisition
Drive customer acquisition through storefront and online channels using effective sales tools and marketing techniques
Deliver exceptional customer experience while managing a 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
Operations & Compliance
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
Team Collaboration
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
Education Required High school diploma or equivalent required; some college preferred.
Experience Required Sales and/or customer service experience required, or equivalent experience. One year of experience in one or more of the following areas preferred: sales, retail, banking, or collections.
Knowledge Required Strong math skills, including 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; understanding and ensuring compliance with policies, procedures, and laws governing the industry; proficiency with computer programs required to process customer transactions; ability to follow procedures in normal business; ability to develop and maintain business relationships.
Physical Requirements Standing for long periods, sitting occasionally, walking, bending, squatting, kneeling, pushing/pulling, reaching, twisting; frequent lifting of less than 10 lbs., occasional lifting up to 20 lbs.; driving and having access to insured and reliable transportation throughout the workday; exposure to outdoor elements; typing, data entry, grasping, transferring items; housekeeping/cleaning; use of office equipment; travel to any branch within the division as needed.
Competencies
Sales & Customer Excellence (CLSS)
Results & Accountability (CLSS)
Leadership, Coaching & Development (CLSS)
Adaptability & Growth Mindset (CLSS)
Digital & Future Readiness (CLSS)
Travel 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.
Attire The company offers employees the option of wearing polos, blouses, collared shirts, sweaters or other professional attire with slacks or jeans and appropriate shoes. Employees should dress accordingly to their business.
Other 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.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.
Requisition ID: 45829
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
Referrals increase your chances of interviewing at Purpose Financial by 2x
Get notified about new Lending Specialist jobs in
Indio, CA .
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Purpose Financial
Address:
81673 Hwy. 111, Ste. 5, Indio, California, United States - 92201
Purpose Financial, Inc. is an innovative consumer financial services company offering a diverse suite of credit products. The company’s mission is to promote financial inclusion and meet consumers wherever they are, helping them achieve financial stability in the present and future. Since 1997, Purpose has pioneered consumer credit solutions across 800+ storefronts and online lending, serving 23 states with a team of over 2,500 employees.
We Offer
Competitive wages
Health/Life benefits
Health Savings Account with employer seed
401(k) savings plan with company match
Paid parental leave
Company paid holidays
Paid time off including volunteer time
Tuition reimbursement
Business casual environment
Rewards & recognition program
Employee assistance program
Office in downtown Greenville with free parking, onsite gym, free snacks/drinks
Position Summary The Consumer Lending Sales Specialist (CLSS) is a performance‑based, hands‑on role focused on delivering exceptional customer service while achieving individual and branch sales goals. This position requires attention to detail, excellent customer‑service skills, and a passion for sales and customer acquisition.
Job Responsibilities Customer Service, Sales, Marketing & Customer Acquisition
Drive customer acquisition through storefront and online channels using effective sales tools and marketing techniques
Deliver exceptional customer experience while managing a 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
Operations & Compliance
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
Team Collaboration
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
Education Required High school diploma or equivalent required; some college preferred.
Experience Required Sales and/or customer service experience required, or equivalent experience. One year of experience in one or more of the following areas preferred: sales, retail, banking, or collections.
Knowledge Required Strong math skills, including 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; understanding and ensuring compliance with policies, procedures, and laws governing the industry; proficiency with computer programs required to process customer transactions; ability to follow procedures in normal business; ability to develop and maintain business relationships.
Physical Requirements Standing for long periods, sitting occasionally, walking, bending, squatting, kneeling, pushing/pulling, reaching, twisting; frequent lifting of less than 10 lbs., occasional lifting up to 20 lbs.; driving and having access to insured and reliable transportation throughout the workday; exposure to outdoor elements; typing, data entry, grasping, transferring items; housekeeping/cleaning; use of office equipment; travel to any branch within the division as needed.
Competencies
Sales & Customer Excellence (CLSS)
Results & Accountability (CLSS)
Leadership, Coaching & Development (CLSS)
Adaptability & Growth Mindset (CLSS)
Digital & Future Readiness (CLSS)
Travel 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.
Attire The company offers employees the option of wearing polos, blouses, collared shirts, sweaters or other professional attire with slacks or jeans and appropriate shoes. Employees should dress accordingly to their business.
Other 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.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.
Requisition ID: 45829
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
Referrals increase your chances of interviewing at Purpose Financial by 2x
Get notified about new Lending Specialist jobs in
Indio, CA .
#J-18808-Ljbffr