What are the responsibilities and job description for the Indirect Business Development Officer position at PEN AIR CREDIT UNION?
Role:
The role establishes new dealer relationships and builds upon existing dealer relationships in our Indirect markets, to generate new and/or increased loan volume from dealer partners. Acts as liaison between the Credit Union and all Indirect dealership partners. Provides monthly summaries and reporting related to Indirect dealer relations. Responsible for preparing new contracts and maintaining existing agreements. Provides exceptional service to dealer partners and members.
Essential Functions & Responsibilities:
E
40%
Establish new dealer relationships and solicit additional business from existing partners. Create and implement strategies to build and improve relations with dealerships in markets assigned. Generate more loan volume from new and existing dealer partners by providing dealers with information about our Indirect Lending Program and the benefits of working with our organization.
E
25%
Manage existing dealer relationships to ensure our volume remains consistent and that existing partners meet key metrics and volume targets. Provide effective training regarding the credit union’s indirect lending program, by making planned, purposeful calls and/or visits with key personnel within the dealership. Assists with unresolved problems and communicates internal changes to dealers. Participate in additional business development opportunities to promote PACU.
E
15%
Document business development calls and/or visits and complete assigned reporting in a timely manner for assigned dealers.
E
15%
Continuously monitors PACU’s market position, including competitive rates, dealer incentives, and other credit underwriting practices. Notifies Lending Management of competitive environment and industry changes. Makes recommendations to enhance PACU's indirect program.
N
5%
Performs other job-related duties required or assigned.
Performance Measurements:
1.
Provide prompt and accurate service to all members, organizational employees, and indirect dealership partners.
2.
Ensure compliance with legal requirements, lending regulations and internal policies and procedures. Complete and pass all required compliance courses annually by the defined deadline.
3.
Develop new business relationships in assigned markets based upon organizational goals.
4.
Contact dealer partners frequently to maintain relationships. Compile necessary documentation to maintain required reports within the specified time frame.
5.
Respond to correspondence or telephone messages within a timely manner.
6.
Provide recommendations to management based on current market data. Recommend business development strategies and notify management of industry trends.
7.
Demonstrate behaviors consistent with the Pen Air Core Values
8.
Regular reliable attendance
Knowledge and Skills:
Experience
Five years to eight years of similar or related experience.
Education
A high school education or GED.
Interpersonal Skills
A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills
Excellent interpersonal and communication skills
Excellent time management and organization skills
Attention to detail
Working knowledge of Microsoft Office Suite
Driver's License and clean driving record required
Physical Requirements
Light or low amount of physical exertion
Work Environment
Travel is required, including occasional overnight trips. Occasional adverse weather/traffic conditions may exist. Weekends and/or holiday rotation as assigned.
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