Indirect Dealer Relationship Manager

Job Description:

Position Summary:

The Indirect Dealer Relationship Manager is responsible for managing and expanding relationships with Indirect Dealer partners, while continuing to sign new Indirect lending solutions. This role is the primary point of contact for Indirect Dealer partners and develops strategies to increase dealer participation in the Everwise Indirect program. The incumbent is responsible for increasing market share, dealer relationships, managing volume for assigned dealer network, and balancing yield and volume priorities on organizational objectives.

Primary Responsibilities and Duties:

• Responsible for developing and maintaining strong relationships with our Indirect Dealer partners, ensuring consistent communication and engagement.
• Responsible for acting as the primary point of contact between Everwise and our Indirect Dealer partners.
• Meet with new and existing dealer partners to assess their needs, satisfaction levels and relationship management.
• Educating dealer partners about the Everwise Indirect program, from what deals to submit, how to package loan for funding, how to re-submit loans, and how to maximize our program for the dealer's success.
• Responsible for addressing our Indirect Dealer partners' concerns, resolving conflicts, and ensuring a smooth working relationship.
• Responsible for reviewing reports on Dealer's performance, including but not limited to applications submitted, approval ratios, funding ratios, and delinquency performance.
• Responsible for managing assigned geographic territories, ensuring dealers receive proper support and attention.
• Responsible for communicating additional marketing opportunities to Indirect management, including rate changes, competitive pricing issues and loan exceptions.
• Responsible for protecting the Credit Union by utilizing Everwise's lending matrix and lending policies.
• Participate in community and promotional events, which foster personal development and promote the Credit Union in the community.
• Accountable for understanding and applying government laws and regulations and Everwise policies and procedures relating to the Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC.
• Assumes additional responsibilities as necessary for the continued growth and advancement of the Everwise.

Knowledge/Skills:

• Excellent interpersonal and communication skills to maintain strong relationships with dealers and credit union employees
• Ability to handle conflict and difficult communication with Indirect Dealer partners and members regarding sensitive inquiries or lending decisions.
• Ability to market and grow relationships with our Indirect Dealer partners.
• Strong sales and negotiation skills
• Excellent analytical and problem-solving skills
• Ability to work independently, self-motivated, prioritize and organize task efficiently to meet deadlines.
• Proficient in Microsoft Office and basic software knowledge.

Minimum Requirements:

• High School Diploma, GED or equivalent certification

• Bachelor's degree in business preferred, or equivalent work experience.
• 3+ years of experience in Indirect Dealer financing or relationship management.
• 2+ years' experience in a sales or business development related field.
• Experience in underwriting lending products preferred.

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.