Everwise Credit Union · 1 week ago
Indirect Dealer Relationship Manager
South Bend, IN
Full-time
Onsite
Mid Level
3+ years expEverwise Credit Union is seeking an Indirect Dealer Relationship Manager who will manage and expand relationships with Indirect Dealer partners. The role involves acting as the primary contact for these partners, developing strategies to increase participation in the Indirect program, and ensuring effective communication and support.
BankingFinanceFinancial Services
Responsibilities
Responsible for developing and maintaining strong relationships with our Indirect Dealer partners, ensuring consistent communication and engagement
Responsible for acting as the primary point of contact between Everwise and our Indirect Dealer partners
Meet with new and existing dealer partners to assess their needs, satisfaction levels and relationship management
Educating dealer partners about the Everwise Indirect program, from what deals to submit, how to package loan for funding, how to re-submit loans, and how to maximize our program for the dealer’s success
Responsible for addressing our Indirect Dealer partners’ concerns, resolving conflicts, and ensuring a smooth working relationship
Responsible for reviewing reports on Dealer’s performance, including but not limited to applications submitted, approval ratios, funding ratios, and delinquency performance
Responsible for managing assigned geographic territories, ensuring dealers receive proper support and attention
Responsible for communicating additional marketing opportunities to Indirect management, including rate changes, competitive pricing issues and loan exceptions
Responsible for protecting the Credit Union by utilizing Everwise’s lending matrix and lending policies
Participate in community and promotional events, which foster personal development and promote the Credit Union in the community
Accountable for understanding and applying government laws and regulations and Everwise policies and procedures relating to the Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC
Assumes additional responsibilities as necessary for the continued growth and advancement of the Everwise
Qualification
Required
High School Diploma, GED or equivalent certification
3+ years of experience in Indirect Dealer financing or relationship management
2+ years' experience in a sales or business development related field
Excellent interpersonal and communication skills to maintain strong relationships with dealers and credit union employees
Ability to handle conflict and difficult communication with Indirect Dealer partners and members regarding sensitive inquiries or lending decisions
Ability to market and grow relationships with our Indirect Dealer partners
Strong sales and negotiation skills
Excellent analytical and problem-solving skills
Ability to work independently, self-motivated, prioritize and organize task efficiently to meet deadlines
Proficient in Microsoft Office and basic software knowledge
Preferred
Bachelor's degree in business preferred, or equivalent work experience
Experience in underwriting lending products preferred
Company
Everwise Credit Union
Everwise Credit Union is a banking firm that provides savings accounts, mortgages, auto loans, and home equity loan services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jason M. Osterhage
President + Chief Executive Officer
Todd Brown
Chief Financial Officer
Recent News
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