Indirect Lending Development Specialist I

Credit Union West•Glendale, AZ

About The Position

Credit Union West is hiring an Indirect Lending Development Specialist I to develop and maintain dealer and contractor relationships that generate indirect and direct loan volume. The role promotes the credit union’s growth in line with its strategic goals, responds promptly to partner needs, builds trust and loyalty, serves as a primary contact for dealers, contractors, contractor clientele, and the credit union, and meets or exceeds established sales goals. The position requires in-state travel throughout most of Arizona, including overnight trips, and a valid Arizona driver license, a clean MVD report, and reliable transportation. The specialist establishes and grows dealer relationships across indirect channels such as auto, boat, RV, off-road, and motorcycle lending. The role identifies high-performing dealers, supports their use of loan programs, monitors applications for discrepancies or potential fraud, resolves conflicts, and reports market feedback and trends to management. The specialist also develops direct lending relationships with contractors and home improvement specialists, fields questions from contractors’ clientele, helps identify appropriate credit union products, and sets appointments. The role tracks key industry measures weekly, monthly, and yearly, using trends and reports to forecast business and coach and educate dealers and contractors. Other duties may be assigned. Candidates must have a high school diploma or GED and 1–3 years of indirect lending development experience, preferably at a credit union or financial institution.

Requirements

High school diploma or GED.
1–3 years of indirect lending development experience; experience in a credit union or financial institution is preferred.
Valid Arizona driver license, clean MVD report, and reliable transportation.
Ability to travel in-state; travel throughout most of the state and overnight stays are required.
Effective and tactful oral and written communication with employees and members.
Critical-thinking and self-reliance skills to analyze and solve problems.
Effective time-management and organizational skills; ability to multitask and adapt to serve members and employees.
Working knowledge of Microsoft Office, SharePoint, and collaborative tools such as Teams and Zoom.
Thorough knowledge and understanding of the organization’s Employee Handbook and policies.
Functional knowledge of the Bank Secrecy Act and applicable federal laws, including the U.S. Patriot Act, Office of Foreign Assets Control requirements, Anti-Money Laundering requirements, the Right to Financial Privacy Act, and the Bank Bribery Act.
Ability to uphold the credit union’s mission, vision, and core values.

Nice To Haves

Indirect lending development experience in a credit union or financial institution.

Responsibilities

Establish dealer relationships and generate regular, consistent indirect loan volume in accordance with corporate goals.
Identify and nurture relationships with top-performing dealers to build core business and increase market share.
Maintain multiple points of contact with dealers, provide regular updates, and respond promptly and thoroughly to their needs.
Develop business through indirect channels including auto, boat, RV, off-road, and motorcycle lending, adapting to changing corporate goals and loan product demand.
Establish new dealer relationships through multiple channels; train, coach, and evaluate dealers to maximize loan volume.
Use marketing materials, program guidelines, and competitor comparisons to support dealer relationship growth.
Travel throughout most of Arizona, including overnight trips, to maximize dealer visits; compile industry feedback and trends, report findings to management, and present solutions.
Act as a liaison between dealers and the credit union to resolve conflicts and protect business relationships.
Review current applications for discrepancies, fraud, or other issues that could affect dealers, contractors, the credit union, or members.
Develop direct lending relationships with contractors and home improvement specialists to grow the credit union’s direct lending portfolio.
Respond to contractors’ clientele, determine appropriate credit union products, set appointments, and remain available for future questions or issues.
Track key industry measures weekly, monthly, and yearly; use data to identify market trends and forecast future business.
Use monthly trends and reporting to develop, coach, and educate dealerships and contractors on effective use of the credit union’s loan program.
Perform other duties as assigned.