CA-Dealer Production Specialist

Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU! CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team! The CA Dealer Production Specialist is responsible for developing, maintaining, and expanding dealer relationships by promoting CEFCU's indirect lending services and products. The Dealer Production Specialist represents the credit union at various functions to increase indirect lending business through the development and implementation of relationship-focused, sales strategies that are supported through routine in-person visits. Advocates for the dealers by working closely with the lending team while maintaining high standards for loan quality. Additionally, interviews consumer loan applicants over the phone; cross-sells additional products and services in support of deepening member relationship. Participates in and is held accountable for the attainment of individual and departmental/organizational goals. This position is based out of the Gilroy Member Center, and the Dealer Production Specialist will be assigned to do visits and attend business development opportunities in Gilroy, Hollister, Morgan Hill, Los Banos, Monterey, Salinas, Santa Cruz, Seaside, and Watsonville. Additional responsibilities include, but are not limited to: •Makes regular visits to vendor partners through a pre-determined level of routine and visits; develops and supports new and existing dealer relationships through the indirect lending program •Responsible for processing direct and indirect loan packets; Interviews members for loan purpose and ensures completeness/accuracy of all documents; cross-sells various products •Communicates loan decisions directly with the member or vendor partner, to include changes and/or restrictions/conditions on the loans •Ensures compliance with policies, procedures, and all state and federal regulatory guidelines •Responsible for participating in daily monitoring of the dealer phone line to ensure sufficient coverage is provided •Notifies loan manager of all pertinent feedback and issues that arise in their area of responsibility •Represents CEFCU at conferences, chapter meetings, CEFCU driven off-site events, mixers, and other events to build relationships This is a full-time position (minimum 40 hours for the week), with opportunities for over time. The hourly rate of pay for new hires is $26.81. Required: High school diploma or equivalent is required. Must register with the Nationwide Mortgage Licensing System and Registration (NMLS) to comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act). Minimum 1 year previous consumer lending experience. Preferred: Applicable college courses and/or commensurate experience preferred. Previous experience in Dealer Direct Lending. It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.

Created: 2024-11-05