Dealer Production Specialist, Dealer Services

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Logo of Golden 1 Credit Union

Golden 1 Credit Union

1001 - 5000 funcionários

Fundada em 1933

🏦 Bancário

💸 Finanças

Banking • Finance

A Golden 1 Credit Union é uma cooperativa de crédito pertencente aos membros e está sediada em Sacramento, Califórnia. Oferece serviços bancários de varejo e empresariais, além de uma ampla gama de serviços financeiros ao consumidor, incluindo múltiplas opções de contas correntes e poupança, certificados de prazo e IRAs, produtos de hipoteca e home equity, empréstimos pessoais e para automóveis, cartões de crédito, serviços de investimento e gestão de patrimônio, e opções de seguros e proteção. A cooperativa de crédito enfatiza ferramentas de banco online e móvel, programas de recompensas para membros e cashback, educação financeira, subsídios e bolsas de estudo para a comunidade, e parcerias (por exemplo, com o Golden 1 Center/Sacramento Kings).

Descrição

• Monitor daily application activity, including approved, countered, and pending loans, to identify deals requiring follow-up or clarification • Contact dealers to confirm intent to fund, clarify loan terms, and address conditions or documentation needs • Identify at-risk applications and escalate to DRMs or Lending Operations • Track and report conversion outcomes, turnaround times, and lost-deal reasons • Serve as the internal contact for assigned or regional dealerships • Partner with DRMs to maintain service for top-performing dealers and increase engagement with lower-volume accounts • Conduct outreach campaigns to re-engage inactive or dormant dealerships • Collaborate with Lending Operations and DRMs to support efficient funding processes • Act as a liaison between DRMs and Lending Operations • Communicate dealer feedback and process challenges to the Regional Production Manager • Participate in weekly pipeline meetings • Support rollout of new programs, pricing updates, and incentives through dealer communications and feedback collection • Review and analyze dealer performance metrics, approval trends, and conversion ratios • Present improvement opportunities and findings to leadership • Maintain dashboards and reports measuring responsiveness, dealer funding volume, and reactivation campaign success • Support preparation of performance summaries and leadership meeting reports • Contact inactive or low-volume dealers and coordinate re-engagement steps with the assigned DRM • Maintain a regional reactivation tracker • Ensure compliance with lending laws, regulations, BSA/AML, fair-lending standards, and Golden 1 policies • Maintain accurate and confidential dealer and member data according to information security standards

🎯 Requisitos

• Associate's Degree in Business Management or Finance required at minimum, or equivalent work experience may be substituted • 5 or more years of experience performing similar jobs in a financial institution • Strong understanding of indirect auto lending processes and dealership operations • Excellent communication and relationship-building abilities • Ability to interpret data, identify trends, and execute proactive outreach • Highly organized and capable of managing multiple priorities in a fast-paced environment • Proficiency with CRM platforms, Microsoft Excel, and reporting tools • Effective oral and written communication skills • Manual dexterity to operate an online computer terminal and standard office equipment • Prolonged sitting throughout the workday with occasional mobility • Corrected vision within the normal range • Hearing within normal range; a hearing-enhancement device will be provided if needed • Overnight stays may be required for regions requiring extended travel • Travel by plane or other public conveyance is required for headquarters meetings, dealership support, conferences, and training • No licenses or certifications required

🏖️ Benefícios

• Eligible for Quarterly Incentives • A device to enhance hearing will be provided if needed

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