Dealer Production Specialist, Dealer Services

This is a fully remote position, open to applicants in California.

📋 Description

• Oversee daily application activities, including approved, countered, and pending loans, to pinpoint deals that need follow-up or clarification.

• Reach out to dealers to verify funding intentions, clarify loan terms, and address any conditions or documentation requirements.

• Identify applications at risk and escalate these to DRMs or Lending Operations.

• Monitor and report on conversion outcomes, turnaround times, and reasons for lost deals.

• Act as the primary contact for assigned or regional dealerships.

• Collaborate with DRMs to maintain service excellence for top-performing dealers and foster engagement with lower-volume accounts.

• Execute outreach campaigns to reactivate inactive or dormant dealerships.

• Work alongside Lending Operations and DRMs to facilitate efficient funding processes.

• Serve as a liaison between DRMs and Lending Operations.

• Relay dealer feedback and process challenges to the Regional Production Manager.

• Participate in weekly pipeline meetings.

• Assist in the rollout of new programs, pricing updates, and incentives through dealer communications and feedback collection.

• Analyze dealer performance metrics, approval trends, and conversion ratios.

• Present opportunities for improvement and findings to leadership.

• Maintain dashboards and reports that measure responsiveness, dealer funding volume, and the success of reactivation campaigns.

• Aid in preparing performance summaries and reports for leadership meetings.

• Reach out to inactive or low-volume dealers and coordinate re-engagement efforts with the assigned DRM.

• Keep a regional reactivation tracker up to date.

• Ensure compliance with lending laws, regulations, BSA/AML, fair-lending standards, and Golden 1 policies.

• Safeguard accurate and confidential dealer and member data in line with information security standards.

⛳️ Requirements

• A minimum of an Associate's Degree in Business Management or Finance is required, or equivalent work experience may be accepted.

• 5 or more years of experience in similar roles within a financial institution.

• Strong comprehension of indirect auto lending processes and dealership operations.

• Exceptional communication and relationship-building skills.

• Ability to analyze data, identify trends, and carry out proactive outreach.

• Highly organized with the capacity to manage multiple priorities in a dynamic environment.

• Proficient in CRM platforms, Microsoft Excel, and reporting tools.

• Strong verbal and written communication skills.

• Manual dexterity to operate an online computer terminal and standard office equipment.

• Ability to sit for extended periods during the workday with occasional mobility.

• Corrected vision within normal limits.

• Hearing within normal limits; a hearing-enhancement device will be provided if necessary.

• Occasional overnight travel may be required for regions necessitating extended travel.

• Travel by plane or other public transport is necessary for headquarters meetings, dealership support, conferences, and training.

• No specific licenses or certifications are required.

🏝️ Benefits

• Eligibility for Quarterly Incentives.

• A device to enhance hearing will be provided if necessary.