Top 3 Loan specialist Jobs in Temecula, Ca

Bilingual Consumer Lending Sales Specialist - Full Time
Advance America —Temecula, CA
- Overtime
- Bilingual
- 18 years or older
- Office
- Free parking
- Paid parental leave

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Bilingual Consumer Lending Sales Specialist - Full Time

Advance America -
Temecula, CA

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Job Details

Full-time

Benefits

Free parking
Paid parental leave
Health savings account
Paid holidays
Health insurance
On-site gym
Tuition reimbursement
Paid time off
Parental leave
Snacks provided
Employee assistance program
401(k) matching
Life insurance

Qualifications

Cash amount verification
Compliance with loan regulations
Financial transaction processing
Phone communication
Regulatory compliance
Processing cash transactions
High school diploma or GED
Retail compliance procedures
Driver's License
Math
Driving
Typing
Debt collection negotiation

Full Job Description

Date: Jul 16, 2026

Location: Temecula, CA, US, 92591

Company: Purpose Financial

Brand: Purpose Financial

Address: 26423 Ynez Rd., Temecula, California, United States - 92591

Purpose Financial, Inc. is an innovative consumer financial services company that offers a diverse suite of credit products, promoting financial inclusion and meeting consumers wherever they are. Through its brands, the company is committed to helping customers achieve their version of financial stability in the moment and in the future. Since 1997, Purpose Financial has been a pioneer in the consumer credit and financial services market offering money solutions in over 800 storefronts locations and online lending. Providing services in over 23 states, Purpose Financial employs over 2,500 team members.

At Purpose Financial we are always on the lookout for motivated individuals who share in our values of mutual respect to join our team of outstanding professionals.

We offer:

Competitive Wages
Health/Life Benefits
Health Savings Account plus 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 that offers 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. The CLSS actively contributes to branch success by meeting performance metrics defined by management and participating in marketing and collection efforts. All responsibilities must be executed in full compliance with federal and state regulations while adhering to established company policies, procedures, and practices.

Job Responsibility

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 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

Job Responsibilities Cont.

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 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.

Physical Requirements

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).

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: 46278

Nearest Major Market: Riverside
Nearest Secondary Market: Los Angeles

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