CommonWealth Central Credit Union · 7 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.
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
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
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 StageLeadership Team
Recent News
2024-11-29
2024-11-21
2024-11-21
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