Indirect Lending Business Development Officer

🕒 July 7

🏄 California – Remote

🏄 California – Remote

💵 $96.8k - $128.4k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Business Development (BDR)

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OCCU | Oregon Community Credit Union

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1956

🛡️ Insurance

💼 Consulting

🏦 Banking

Insurance • Consulting • Banking

OCCU | Oregon Community Credit Union is a member-focused financial institution that offers a wide range of banking services, including personal and business banking, loans, investments, and wealth management. With a commitment to community engagement and member education, OCCU provides tools for financial planning, retirement, and insurance services. They strive to provide competitive rates on checking and savings accounts, loans, and credit cards, making banking accessible and beneficial for their members.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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