Indirect Lending Business Development Officer

🕒 Julho 7

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of OCCU | Oregon Community Credit Union

OCCU | Oregon Community Credit Union

501 - 1000 funcionários

Fundada em 1956

🛡️ Seguros

💼 Consultoria

🏦 Bancário

Insurance • Consulting • Banking

OCCU | Oregon Community Credit Union é uma instituição financeira focada nos membros que oferece uma ampla gama de serviços bancários, incluindo contas pessoais e empresariais, empréstimos, investimentos e gestão de patrimônio. Com um compromisso com o engajamento comunitário e a educação dos membros, a OCCU fornece ferramentas para planejamento financeiro, aposentadoria e serviços de seguros. Eles se esforçam para oferecer taxas competitivas em contas corrente e poupança, empréstimos e cartões de crédito, tornando o banco acessível e benéfico para seus membros.

Descrição

• Promote OCCU's Indirect Lending products and services to dealership leaders and staff. • Build new dealer partnerships and strengthen existing franchise and independent relationships. • Develop outreach plans to grow dealer penetration and loan volume. • Follow up on leads and referrals from field activity. • Train dealership staff on OCCU expectations, procedures, guidelines, and contracts. • Liaise with dealers, underwriting, and Indirect Lending to support smooth deal flow. • Identify and report dealer issues, misrepresentation, or compliance concerns. • Maintain strong knowledge of indirect lending regulations and compliance requirements. • Complete dealer visits and record outcomes daily per Dealer Management guidelines. • Support marketing events, partnership activities, and required training. • Monitor competitor rates, market trends, and dealer performance to guide strategy. • Resolve member, dealer, and branch disputes; manage ServiceNow complaints promptly.

🎯 Requisitos

• Minimum of eight years of in-dealership experience as a F&I Manager/Director, Sales Manager, GSM, or GM. • At least three years of indirect lending experience, preferably within a financial institution. • Advanced knowledge of dealership variable operations and automotive lending. • Strong relationship-building, communication, and negotiation skills. • Ability to travel frequently throughout California and work evenings/weekends as needed. • High level of stress tolerance, professionalism, and independent judgment. • Valid driver's license, acceptable driving record. • Bachelor's degree preferred.

🏖️ Benefícios

• Low-cost medical, dental, and vision insurance • 401(k) retirement plan with employer match • Paid time off plus 13 paid holidays • Tuition reimbursement for eligible education and training • Company-paid long-term disability • 40 hours of company-paid core time annually for full-time employees to participate in community volunteer opportunities

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