Indirect Dealer Representative jobs in United States
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CommonWealth Central Credit Union · 6 hours ago

Indirect Dealer Representative

CommonWealth Central Credit Union serves the financial needs of over 40,000 residents in Santa Clara County. They are seeking an Indirect Dealer Representative to build relationships with dealerships, facilitate loan processing, and achieve loan origination goals.

BankingFinancial ServicesInsurance
Hiring Manager
Norma Zamora
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Responsibilities

Building relationships with dealerships through frequent and recurring site visits and increasing awareness of the credit Union’s indirect lending program
Serve as the primary point of contact with indirect lending dealers
Facilitate processing and funding loan applications; address questions and resolve issues between the Credit Union and the dealers
Achieving assigned loan origination goals from participating indirect lending dealers (e.g., auto, motorcycle, and RV dealers)
Establishing and maintaining relationships with dealer personnel at each dealership and becoming their liaison to improve dealer relationships and communications, and for bi-directional problem resolution
Training Finance personnel at dealerships and within the Credit Union to ensure everyone is knowledgeable about the indirect lending program requirements and procedures. Maintaining and reporting on dealer/retail network activity monthly. Providing explanation for exception to plan
Stay informed on trends in indirect auto lending, the rate environment and competitor offerings
Taking an active role in dealer promotions and cars sales to increase loan volume

Qualification

Auto finance knowledgeOutside sales experienceMS Office proficiencyCommunication skillsAttention to detailMulti-taskingDiplomacyTactConfidentiality

Required

two to five years of similar or related experience
Outside sales experience
auto industry and auto finance knowledge
good communication skills, both written and verbal
Proven attention to detail
ability to multi-task in a fast-paced environment
working knowledge of MS Outlook, Excel and Word
Ability to maintain confidentiality of sensitive information
conduct oneself with a high level of diplomacy and tact
reliable transportation
valid California driver's license

Benefits

13 paid holidays
17 days of Paid Time Off (PTO) during first year of employment
Up to 2% discounts on loans--including first mortgages
401(k) Plan with Company Match
Medical, dental, vision insurance
Long-term disability insurance
Life insurance
Voluntary insurance
Employee assistance program
Financial Wellness benefits and resources
Tuition reimbursement and more

Company

CommonWealth Central Credit Union

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CommonWealth Central Credit Union provides financial services such as loans, savings and credit cards as well as online and mobile banking.

Funding

Current Stage
Growth Stage

Leadership Team

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Viktoria Earle
President/CEO
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David Loftus, CFA
Chief Financial Officer at CommonWealth Central Credit Union
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Company data provided by crunchbase