Indirect Dealer Representative

Achieva Credit Union•Dunedin, FL

3d•Remote

About The Position

The Indirect Dealer Representative functions as a dealer liaison to maintain profitable long-term partnerships and to promote increased loan production between the Credit Union and its automotive dealer relationships. This role works under general supervision and in accordance with established policies and procedures. This position must participate in training annually, or as required for BSA and the Privacy Act. Key Responsibilities: Relationship Management & Business Development 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. Compliance & Professional Standards 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. Reporting & Communication 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. Organizational Engagement 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.

Requirements

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.

Nice To Haves

Associate’s degree preferred.

Responsibilities

Relationship Management & Business Development 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.