The Dealer Representative is responsible for growing the credit union's indirect loan portfolio by building and maintaining relationships with auto and RV dealerships. They act as a liaison between internal departments and dealer partners to ensure smooth funding, compliance, and effective sales promotion.
The advisor is responsible for inbound sales efforts, focusing on consumer lending and ancillary insurance products to meet sales goals. They will counsel members on financial solutions, originate loan applications, and communicate loan decisions while maintaining high service standards.
Responsible for analyzing lending and sales performance data to create strategic reports and optimize operational workflows. The role involves managing compensation plans and implementing automation efforts like RPA within the lending ecosystem.
