Indirect Specialist and Dealer Relations

Trustone Financial • Plymouth, MN

128d • $29 - $36

About The Position

The Indirect Specialist & Dealer Relations role is responsible for assisting members and dealers by telephone or email with friendly, helpful service that promotes financial discipline. This position underwrites indirect loan requests accurately and efficiently, and processes a variety of routine lending inquiries, loan applications, and loan closings. The role also serves as a dealer relations representative providing a superior level of dealer and member relations while promoting the deposit and loan business of the Indirect Lending department. In addition, this position will manage and deepen relationships with existing indirect dealers and vendors while gaining new partners through proven sales and service methods.

Requirements

• High School Diploma or equivalent.
• 3+ years loan processing and/or underwriting experience.
• Excellent customer service skills (in a financial institution preferred).
• Proven experience with automotive sales products and services (preferred).
• Experience implementing and working in a sales/service environment (preferred).
• Previous PC experience, Microsoft Office preferred.
• Math aptitude and keyboarding skills.
• Good verbal and written communication skills.
• Ability to work as a team player being flexible and dependable.
• Ability to work independently while displaying initiative and decision-making skills.
• Ability to maintain a high level of professionalism while working under pressure.
• Maintain compliance with the Bank Secrecy Act and all its provisions.
• Ability to pass all pre-employment drug test and various background checks.
• Responsible for regular and reliable attendance at the workplace.

Responsibilities

• Assist members and dealers by telephone or email with friendly, helpful service.
• Underwrite indirect loan requests accurately and efficiently.
• Process a variety of routine lending inquiries, loan applications, and loan closings.
• Serve as a dealer relations representative providing superior dealer and member relations.
• Promote the deposit and loan business of the Indirect Lending department.
• Manage and deepen relationships with existing indirect dealers and vendors.
• Gain new partners through proven sales and service methods.

Benefits

• Competitive pay and incentive programs for all positions.
• Health insurance with the ability to choose between a Traditional Health Plan or Health Savings Plan.
• Affordable dental and vision insurance coverage.
• Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees.
• 10+ paid holidays each year.
• Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
• 401(k) with 50% employer match on the first 6% you contribute, plus an additional 3% safe harbor employer contribution after one year of service.
• Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
• Employer-paid Short Term and Long Term Disability benefits.
• Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse, and eligible dependents.
• Reimbursement for higher education expenses of up to $5,250 per calendar year.
• Career development opportunities including job shadow programs, certification courses, and mentorship programs.
• Special employee discounts when you join TruStone Financial as a credit union member.
• Employee activities, events, discounts, and many other great benefits and perks.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED