Indirect Dealer Representative

CommonWealth•San Jose, CA

8d•$25

About The Position

Indirect Dealer Representative: At CommonWealth, we serve the financial needs of more than 40,000 people who live or work in Santa Clara County. We are seeking candidates who share our value and commitment to building stronger communities through financial health – one member at a time. In addition to a competitive base salary, our compensation package includes: 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 We are currently accepting applications for a full-time Indirect Dealer Representative at our San Jose Corporate Office.

Requirements

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

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.