Green Card Lending Specialist Jobs
Lending Specialist green card sponsorship follows the EB-2 or EB-3 path, requiring your employer to complete PERM labor certification with the Department of Labor before filing an I-140 petition with USCIS. Per-country backlogs mean your priority date determines when you can adjust status or pursue consular processing to permanent residence.
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Get Access To All JobsDate: Nov 9, 2026
Location: Palm Bay, FL, US, 32905
Company: Purpose Financial
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
Adaptability and Growth Mindset-CLSS
Digital and Future Readiness-CLSS
Leadership, Coaching and Development-CLSS
Results and Accountability-CLSS
Sales and Customer Excellence-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.
Nearest Major Market: Melbourne
Date: Nov 9, 2026
Location: Palm Bay, FL, US, 32905
Company: Purpose Financial
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
Adaptability and Growth Mindset-CLSS
Digital and Future Readiness-CLSS
Leadership, Coaching and Development-CLSS
Results and Accountability-CLSS
Sales and Customer Excellence-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.
Nearest Major Market: Melbourne
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Lending Specialist
Match your credentials to the right EB category
EB-2 requires an advanced degree or a bachelor's degree plus five years of progressive lending experience. EB-3 covers a bachelor's degree alone. Knowing which category fits your background lets you target employers whose PERM filings align with your qualifications, not just any sponsor.
Use O*NET to anchor your PERM job description
PERM requires a precise job description tied to a Standard Occupational Classification code. Pull the Lending Specialist duties listed on O*NET and confirm your employer's description matches your actual role; mismatches during DOL audit can delay or invalidate the entire labor certification.
Find green card sponsors on Migrate Mate
Search Migrate Mate to identify employers with verified EB-2 and EB-3 green card sponsorship history for lending roles. Targeting companies already familiar with the PERM and I-140 process reduces the time you spend educating HR about sponsorship feasibility.
Look for employers with in-house immigration counsel
Banks and credit unions that employ full-time immigration attorneys or have standing retainer agreements with immigration firms process PERM cases faster and with fewer errors. During interviews, ask whether immigration matters are handled in-house or outsourced to confirm the employer's sponsorship capacity.
Verify your prevailing wage category before the offer stage
Run your offered title and location through the OFLC Wage Search before accepting any offer. PERM wage levels directly affect your compensation floor, and an employer who underlevels your role to save on salary will face DOL rejection during the recruitment test phase.
Protect your priority date if you change employers
Once your original I-140 is approved, your priority date can carry over to a new employer's I-140. Separately, AC21 job portability lets you switch to a same-or-similar occupation once your I-485 has been pending 180 days. These are two distinct protections; don't treat them as interchangeable when negotiating with a new lender.
Green Card Lending Specialist: Frequently Asked Questions
Can a Lending Specialist job qualify for green card sponsorship under EB-2 or EB-3?
Yes. Lending Specialist roles typically qualify under EB-3 for candidates with a bachelor's degree, or under EB-2 for those with an advanced degree in finance, economics, or a related field or a bachelor's degree plus five years of progressive lending experience. The employer files a PERM labor certification with DOL to demonstrate no qualified U.S. worker is available before petitioning USCIS with an I-140.
How does green card sponsorship differ from H-1B sponsorship for this role?
H-1B visa sponsorship is temporary and employer-tied, usually capped at six years unless extended under AC21. Green card sponsorship through PERM, I-140, and adjustment of status or consular processing leads to lawful permanent residence with no renewal requirement. PERM also involves a formal DOL recruitment test and prevailing wage determination, which H-1B does not. Priority-date backlogs for high-demand nationalities can add years to the green card timeline.
How do I find employers willing to sponsor a Lending Specialist for a green card?
Use Migrate Mate to search employers with documented EB-2 and EB-3 sponsorship history in lending and financial services roles. Targeting companies that have completed PERM filings before is more efficient than approaching employers with no sponsorship track record, since the process requires significant HR and legal commitment from the sponsoring institution.
What happens to my green card case if I change lending employers mid-process?
Two separate protections exist. If your original I-140 petition was approved, a new employer can file a fresh I-140 and you can request to carry over your original priority date, preserving your place in the backlog. Separately, once your I-485 adjustment of status application has been pending at least 180 days and your I-140 is approved, AC21 job portability lets you move to a same-or-similar occupation without restarting the entire process.
Do per-country backlogs affect Lending Specialist green card applicants?
Yes. EB-2 and EB-3 both carry per-country annual limits, and nationals of high-demand countries such as India and China can face multi-year waits between I-140 approval and the ability to file or complete adjustment of status. Your nationality and the EB category your employer files under both affect how long you wait after the I-140 is approved. USCIS publishes monthly Visa Bulletins tracking current priority dates.