Job ID: 236754262

Job Summary
Employment Type
Full Time
Job Description

Sea West CG Federal Credit Union ($360 million in assets) has a job opening for a CUDL (CU Direct Lending) Account Executive. Reporting to the Vice President of Lending, this position is responsible for organizing, planning, and directing the Credit Union’s indirect auto loan program and for generating loan growth with auto dealerships in the defined market.

Job Responsibilities:

• Develops and participates in a sales calling and field visit plan to develop sources of loan originations from auto dealerships in market area
• Develops and maintains effective working relationships with indirect auto dealers and referral sources through regular on-site visits (in the field) and through calling campaigns
• Acts as the primary liaison between the Credit Union, members, and approved dealers to insure positive outcomes
• Distributes Credit Union auto marketing materials and loan information to new and participating dealerships
• Monitors competitor rates, terms, and pricing frequently and makes recommendations as needed to maintain competitiveness and profitability
• Tracks dealer activity, market trends, and competitor programs
• Makes recommendations to senior management regarding potential indirect lending program improvements
• Complies with all consumer lending procedures, policies, and regulatory requirements

Job Requirements:

• College background is preferred but not required
• Experience in sales or relationship management
• Experience in loans or related financial products a plus
• Results oriented with proven sales and relationship building experience
• Excellent interpersonal and strong communication skills
• Strong analytical and organizational skills
• Proficiency in Microsoft Office

Additional Requirements:

• Use of insured personal car for travel to dealerships (mileage re-imbursement applies)
• Valid Drivers’ license and clear DMV record
• Flexible work schedule including occasional evening and week-end work

Established in 1959, Sea West is a strong and secure not-for-profit credit union. We are dedicated to serving the financial needs of active duty military personnel and veterans. We are especially proud to serve members of the U.S. Coast Guard.

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