Achieva Credit Union · 2 weeks ago
Indirect Dealer Representative
Florida, United States
Full-time
Onsite
Mid, Senior Level
3+ years expAchieva Credit Union is seeking an Indirect Dealer Representative to serve as a liaison between the Credit Union and automotive dealers. The role focuses on developing relationships, promoting loan production, and ensuring compliance with regulatory standards.
AccountingBankingFinancial Services
Responsibilities
Develop positive relationships between automobile dealers and the Credit Union
Promote the benefits of the Credit Union and actively seek to generate new business opportunities
Coordinate marketing of products, including participation in various dealer functions
Communicate effectively Credit Union policies and procedures to the dealer
Work directly with the underwriting and funding teams to resolve funding issues and dealer complaints
Assure compliance with regulatory standards
Provide prompt, friendly, and accurate service to internal and external customers
Attend required meetings and training as requested
Represent the Credit Union in a courteous and professional manner
Uphold the highest ethical standards in all interactions and responsibilities
Monitor and provide periodic (daily, weekly, monthly) reports in relation to indirect loan production, efficiencies and performance and dealer visits
Communicate in a professional and efficient manner with all departments to promote teamwork and high-quality member service
Represent and uphold the Achieva Brand Frame
Support leadership initiatives that position the credit union as a top employer
Participate in annual training or as required by BSA and the Privacy Act
Perform other essential functions as needed or assigned
Travel may be required on occasion
Qualification
Required
High school diploma, GED or equivalent
3-5 years' related sales experience
1-2 years' leadership experience
Must have a valid driver's license including Liability insurance and dependable vehicle
Excellent written and oral communication skills
Strong interpersonal skills and professional demeanor
Proven leadership abilities to effectively communicate and interact within the Credit Union and/or routing contacts with those outside the Credit Union with whom we have or seek to create relationships
Proven sales skills including the ability to negotiate
Ability to resolve problems that are somewhat complex requiring analysis of data and weighing of outcomes of decisions (generally similar in nature with previous precedent to draw upon). Decisions are generally focused on job specific questions, such as loan underwriting
Analytical ability, judgement, and ingenuity. There is a moderate amount of discretion available in the job
Ability to maintain a high-level of confidentiality in all matters, at all times
Ability to work independently, multi-task, prioritize and follow through with minimum supervision
Must be a team player with the willingness to assist others
Willingness to take the initiative to get things done
Good organization skills
Proficient with Microsoft Office Suite (Word, Excel, and Outlook), 10 key calculator and Windows-based PC
Ability to pass a background check, including Motor Vehicle Report
Preferred
Associate's degree preferred
Company
Achieva Credit Union
Achieva Credit Union offers business loans and accounts, home loans, student loans, youth accounts, and credit card services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Wintermeier, CIE, CCE
SVP/CIO
Jim Dawson
Chief Data and Development Officer
Recent News
2025-12-11
Tampa Bay Business Journal
2025-03-06
2025-03-06
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