Customer Specialist Jobs at Purpose Financial with Visa Sponsorship
Customer Specialist roles at Purpose Financial sit at the intersection of financial services operations and client engagement. Purpose Financial has a track record of sponsoring international candidates for this function across multiple visa categories, making it a realistic target for job seekers who need employer support.
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Date: Apr 24, 2026
Location: Horn Lake, MS, US, 38637
Company: Purpose Financial
Brand: Purpose Financial
Address: 1323 W. Government St., Ste. D, Brandon, Mississippi, United States - 39042
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 storefront 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
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: 46201
Nearest Major Market: Memphis

Date: Apr 24, 2026
Location: Horn Lake, MS, US, 38637
Company: Purpose Financial
Brand: Purpose Financial
Address: 1323 W. Government St., Ste. D, Brandon, Mississippi, United States - 39042
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 storefront 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
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: 46201
Nearest Major Market: Memphis
See all 81+ Customer Specialist at Purpose Financial jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Specialist at Purpose Financial roles.
Get Access To All JobsTips for Finding Customer Specialist Jobs at Purpose Financial Jobs
Align Your Credentials to Financial Services Standards
Purpose Financial operates under banking and financial services compliance requirements. Highlight any coursework or certifications in finance, consumer lending, or credit products on your resume so hiring managers immediately see industry-relevant preparation alongside your visa status.
Target Customer Specialist Openings Directly on Their Portal
Purpose Financial posts Customer Specialist roles regionally and at volume. Search their careers page filtered by role title rather than department, since customer-facing positions often sit outside a single team umbrella and are refreshed frequently throughout the year.
Clarify Your OPT or CPT Timeline Early in Outreach
F-1 candidates on OPT have a defined authorization window. When contacting recruiters at Purpose Financial, state your OPT end date upfront so they can assess whether a start date aligns before initiating an H-1B sponsorship conversation, avoiding a late-stage mismatch.
Understand How PERM Fits a Customer Specialist Path
If you're targeting long-term status through an EB-2 or EB-3 route, know that DOL's PERM labor certification requires the employer to document recruitment efforts. For Customer Specialist roles, this process typically begins well after you've established performance in the position.
Use Migrate Mate to Surface Purpose Financial's Active Roles
Searching for sponsorship-confirmed openings manually is slow and unreliable. Migrate Mate aggregates Customer Specialist jobs at companies with verified sponsorship histories, so you can filter directly to Purpose Financial and apply without guessing whether sponsorship is on the table.
Prepare for Skills Verification During the Offer Stage
Banking and financial services employers, including Purpose Financial, often run E-Verify for all new hires and may request documentation of work authorization status during the offer process. Have your I-94, visa documents, and any USCIS approval notices organized before you reach that stage.
Customer Specialist at Purpose Financial jobs are hiring across the US. Find yours.
Find Customer Specialist at Purpose Financial JobsFrequently Asked Questions
Does Purpose Financial sponsor H-1B visas for Customer Specialists?
Yes, Purpose Financial has a history of sponsoring H-1B visas for Customer Specialist roles. If you're already in H-1B status with another employer, Purpose Financial can file an H-1B transfer petition, allowing you to start work once the petition is received by USCIS under portability rules. New H-1B sponsorship is subject to the annual cap and lottery, so timing your application cycle matters.
How do I apply for Customer Specialist jobs at Purpose Financial?
Applications go through Purpose Financial's careers portal, where Customer Specialist openings are listed by location. Tailor your resume to reflect client-facing experience in financial products, lending, or customer operations. You can also browse verified Customer Specialist openings at Purpose Financial through Migrate Mate, which filters for roles at employers with confirmed sponsorship histories so you're not applying blind.
Which visa types does Purpose Financial commonly sponsor for Customer Specialists?
Purpose Financial sponsors across several nonimmigrant and immigrant categories for Customer Specialist roles, including H-1B, TN for Canadian and Mexican nationals, and F-1 OPT and CPT for current students. They also support longer-term immigrant pathways through EB-2 and EB-3 sponsorship, which is less common at the Customer Specialist level but not unusual for candidates who build tenure in the role.
What qualifications does Purpose Financial expect for Customer Specialist roles?
Customer Specialist positions at Purpose Financial typically require strong communication skills, experience in a customer-facing or financial services environment, and comfort navigating loan or credit products. A bachelor's degree in business, finance, or a related field strengthens your profile, particularly for H-1B sponsorship, since the role needs to meet USCIS's specialty occupation threshold requiring at least a bachelor's degree in a specific field.
How do I handle the H-1B sponsorship timeline for a Customer Specialist offer?
If Purpose Financial extends an offer and agrees to sponsor an H-1B, the petition can only be filed during USCIS's annual registration window in March, with an October 1 employment start date if selected. That gap can span several months. Candidates on F-1 OPT can bridge this window since OPT authorization can remain valid through the cap-gap period, covering the time between OPT expiration and the H-1B start date.
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