Dealer Account Representative

Canvas Credit Union; Lone Tree, Northern (CO, KY); Hybrid; USD 75,000 - 87,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Life Insurance

401(k) with up to 10% match

Paid Vacation

Paid Holidays

Tuition Reimbursement

Job summary

Canvas Credit Union in Lone Tree, CO is seeking a Dealer Account Representative-Underwriter I to develop and maintain strong relationships with partner dealerships, grow indirect lending penetration, and manage credit risk while driving revenue. You will train dealership personnel on Origence processes, present reports on portfolio trends, and ensure compliance with state and federal rules.

The role requires 1–3 years of indirect lending experience, a two-year degree, and proficiency with MS

Qualifications

• Demonstrated track record of success in sales and customer service.
• Excellent verbal, written and interpersonal communication skills.
• Advanced knowledge of Canvas financial products and services.
• Strong analytical, problem solving and decision making skills.
• Strong attention to detail and organizational skills; able to manage multiple priorities.
• Proficient in MS Office (Outlook, Excel, Word).
• Must possess and maintain a valid Colorado driver's license and provide proof of insurance.

Responsibilities

• Develop and maintain strong business relationships at assigned dealerships, including Owners, GMs, Sales Managers, F&I Directors and the business office.
• Identify specific sales and account management strategies for each account and document them.
• Directly support strategic initiatives set by senior leadership and the executive team.
• Regularly exercise independent judgment on matters of significance related to dealer relationships and sales.
• Communicate dealership needs and ways to grow product penetration and yield; resolve dealer questions promptly.
• Understand Origence systems and train dealerships’ personnel on processes, rates, and lending guidelines.

Skills

Sales experience

Customer service

Communication skills

MS Office

Indirect lending

Underwriting

Education

Two-year college degree or equivalent

Tools

Origence systems

Job description

Home Office
9990 Park Meadows Dr
Lone Tree, CO 80124, USA

Description

We’re passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement, we believe in providing our members with education, support, and guidance to build strong financial futures.

At Canvas, we’re dedicated to transforming financial services from the inside out. Our culture is a top priority and second to none. We strive to balance hard work and high achievement with a fun, supportive environment.

At Canvas, there are 5 behaviors we live by each day that will continue to help us be known for our heart and our people:

What’s In It For You

• Seriously good benefits: Beyond healthcare, dental, and life insurance, we make it so worth your while. Canvas employees get up to a 10% company contribution to their 401k, generous personal time off, and employee discounts on loans (that includes cars and houses!). The starting pay range for this position is $75,000.00-$87,000.00/annual, and final pay rate will be determined based on experience, education, skills, and internal equity factors. Canvas benefits include:
• Paid Vacation
• Paid Sick Time
• Paid Holidays
• Paid Wellness Day
• Flexible Spending Account
• Health Savings Account
• World Class 401(k) Plan
• Tuition Reimbursement
• Rate Discounts on Qualifying Loans
• May be eligible for incentives or discretionary bonus based on results

What you'll do

The Dealer Account Representative-Underwriter I is responsible for dealer relationships and sales activities with the dealerships who partner with Canvas Credit Union through Origence in assigned geographic area. He/she will helpCanvas build and maintain relationships, increase loan penetration, control credit risk and ultimately drive revenue and yield while maintaining effective working relationships with dealerships.

• Develop and maintain strong business relationships at assigned dealerships, including, but not limited to: Owners, GMs, Sales Managers, F&I Directors Managers and entire department, and the business office.
• Identify specific sales and account management strategies for each account. Responsible for creating, documenting, and managing to these strategies.
• Directly serve strategic initiatives set by senior leadership and the executive team
• Regularly exercises independent judgment on matters of significance related to dealer relationships and sales at Canvas
• Communicate dealership needs, how to increase their satisfaction, ways to grow our product penetration and increase yield. Ensure dealer questions or issues are resolved in a timely manner.
• Understand the Origence systems and help train the dealerships’ personnel on Origence processes, including software, rate sheet, and lending guidelines.
• Work with dealerships to increase Canvas loan penetration and increase indirect lending opportunities.
• Present reports and trend data to the dealerships to help them understand the volume and profitability of the portfolio.
• Help resolve issues when a dealership is acting outside the established guidelines or is not following the responsibilities of the dealer agreement.
• Underwrite indirect automobile loans within defined limits to manage the overall and individual dealership portfolio to the strategic volume, loss tolerance, and yield.
• Actively promote and contribute to the achievement of organizational goals.
• Maintain up-to-date knowledge of general economic conditions or changing trends that may affect the credit union’s indirect lending program. Provide timely feedback that allows the credit union to react competitively.
• Maintain knowledge of competitors’ rates and terms and other trends relating to auto loans or indirect lending.
• Act as first point of contact for Dealerships on rehashes and escalations.
• Attend/Host Dealer dinners and events, concerts and sporting events during and after regular working hours including weekends.
• Ensure all contracts and relationships with dealerships comply with Canvas requirements, state and federal rules and regulations.
• Comply with Bank Secrecy Act (BSA) and other compliance requests and requirements.
• Follow all safety and security guidelines to properly safeguard member and organization assets.
• Recommend and help develop and implement indirect lending policies and procedures that protect the credit union and members’ best interests.
• Embrace ongoing education and learn/apply new skills and software applications.
• Regular attendance and punctuality are essential functions of the job
• Perform other job duties as assigned.
• Pre-employment background review (components include: criminal, employment, address, social security number, motor vehicle record, global sanctions, and sex offender).

Job Qualifications

Knowledge, Skill and Ability:

• Demonstrated track record of success in sales and customer service. Proven success in building strong customer relationships and new business development.
• Excellent verbal, written and interpersonal communication skills with the ability to explain indirect direct lending, underwriting and title work features, policies and benefits to employees, customers and business partners.
• Advanced knowledge and understanding of Canvas financial products and services.
• Strong analytical, problem solving and decision making skills.
• Strong attention to detail and excellent organizational skills; ability to manage multiple priorities.
• Must be proficient in MS Office (Outlook, Excel, Word)
• Ability to maintain confidences.
• Must possess and maintain a valid Colorado drivers’ license and provide proof of insurance.

Education or Formal Training: Two-year college degree or completion of a specialized course of study at a business or trade school or three years of equivalent work experience.

Experience: One to three years of indirect lending sales and underwriting experience.

For Current Canvas Employees:To be considered, you must be meeting performance expectations, consistently demonstrating HEART behaviors,andmust submit an up-to-date resumeor update your Work History profile with your current responsibilities and accomplishments. Working Environment/Physical Activities

High volume, fast-paced, dynamic office environment with some travel. Must be able to attend meetings and events outside of regular business hours. The job routinely uses standard office equipment such as computers, phones, printers, copiers, fax machines and filing cabinets. The position requires manual dexterity, the ability to lift files and open filing cabinets. The position requires bending, stooping, or standing as necessary.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, activities and hybrid work status may change at any time, with or without notice.

We are extending our search and are actively reviewing more candidates. Applications for this position will now be accepted through August 27, 2026. For consideration, applications must be received by 11:59 PM MST on August 27, 2026.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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