DEALER RELATIONSHIP SPECIALIST

Sandia Area Federal Credit Union; Sandia Heights (NM); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Short-term disability

Life insurance

AD&D

Holiday pay

Vacation

Floating holidays

Sick leave

Tuition reimbursement

401(k) with employer match

Pension plan

Job summary

Sandia Area Federal Credit Union seeks a Dealer Relationship Specialist to grow its dealer network by nurturing relationships with owners, GMs and F&I managers. You will conduct on-site visits, offer training on products, guidelines, and submission quality, and drive dealer production.

The role requires strong underwriting knowledge, NC UA lending regs, excellent communication, travel up to 50% (metro and state), and flexibility for holidays or weekends.

Qualifications

• Expertise in underwriting and credit union lending policies.
• Strong analytical and decision-making abilities.
• Excellent interpersonal and written communication skills.
• Knowledge of NCUA lending regulations.

Responsibilities

• Build dealer relationships with owners, GMs and F&I managers through regular on-site visits and meetings.
• Conduct dealer staff training on products, guidelines, submission quality and tools.
• Achieve dealer production goals for applications, approvals and funded volume.
• Monitor submission and funding trends by dealer and identify opportunities to increase penetration.
• Maintain dealer agreements and ensure regulatory compliance.
• Collaborate with marketing on dealer promotions and campaigns.
• Provide regular field reports on competitive conditions and dealer satisfaction.

Skills

Underwriting

Analytical skills

Interpersonal communication

Written communication

Time management

Driving ability

Education

Associate's degree

Tools

Microsoft Office

Job description

Location: Albuquerque, NM 87109Required work schedule: This is an onsite position- Monday to Friday: 8:30 AM to 5:30 PMExpected nights, weekends, and holidays as business needs requireAs a valued full-time team member, you'll enjoy fantastic benefits that promote your health and well-being:Comprehensive Medical, Dental, and Vision InsurancePaid Short-Term Disability, Life Insurance, and AD&DHoliday Pay, Vacation, Birthday, Floating Holiday & Sick LeaveTuition Reimbursement for Professional Development401(k) Plan with Employer MatchPension Plan for Long-term SecurityExciting Opportunities for Career AdvancementOverall Purpose:At Sandia Area, every position plays a vital role in fulfilling our mission to deliver high-value banking and lending services that strengthen the financial well-being of our members and community. Each team member is expected to embody our core values of Service, Sustainability, Efficiency, Trust, Stewardship, and Growth, contributing to our vision of empowering lifelong achievement through better banking.The Dealer Relationship Specialist is responsible for driving growth by nurturing and maintaining strong, productive relationships within our network. This high-impact, outward-facing sales role focuses on capturing high-quality loan applications and maximizing funding volume. This role serves as the primary field contact for dealer decision makers and Finance & Insurance (F&I) teams, ensuring our credit union remains their preferred partner.Responsibilities include, but are not limited to:Build strong relationships with dealer owners, General Managers (GMs) and Finance & Insurance (F&I) managers through regular on-site visits, calls and virtual meetings.Conduct training for dealer staff on products, guidelines, submission quality and tools.Achieve assigned dealer-level production goals for applications, approvals and funded volume, while emphasizing credit quality targets defined by the program.Monitor submission and funding trends by dealer, using reporting tools to identify opportunities to increase penetration and reactivate low-volume accounts.Conduct regular onsite meetings with dealership finance and sales professionals to obtain feedback and inform them of upcoming changes or promotions.Monitor dealer agreements to ensure adherence to the agreement, pricing policies and regulatory compliance.Perform annual reviews of dealerships to evaluate dealer health and operational risk factors.Collaborate with Sandia Area’s marketing team on promotions, incentives and campaigns tailored to the dealer channel.Serve as the primary field contact for dealer service issues related to response times, communication, and program understanding.Maintain awareness of competitor programs, market rates and dealer-level offerings in the territory.Provide regular field reports on competitive conditions, dealer satisfaction and opportunities or risks in the market.Assist with growing the indirect dealer network as directed by the Indirect Lending Manager.Proactively engage with dealers in the field, spending 30% - 50% of time on field work - including travel within the metro area, throughout the state, and potentially out of state.Knowledge, Skills, and Abilities (KSAs)Expertise in Underwriting with a requisite understanding of financial institution operations.Proven analytical skills where lending decisions are complex.Demonstrate excellent interpersonal communication skills to relay positive or negative lending decisions to dealers.Solid understanding of National Credit Union Administration (NCUA) lending regulations and credit union lending policies and procedures.Excellent oral and written communications skills with the ability to set priorities and meet deadlines.Due to, dealership schedules and location, this role requires the ability to be flexible with work schedules, working some holidays and weekends, based on business need.Must be willing and able to drive on company business, maintain a valid Driver's License, and adhere to Sandia Area's Driving Policy.Exceptional time management and organizational skills, with the ability to prioritize tasks, manage multiple responsibilities, and adapt to a fast-paced environment.Proactive in seeking professional growth, embracing both formal and informal development opportunities, and demonstrating adaptability to new responsibilities.Team-oriented with a strong collaborative mindset, actively supporting team members and contributing to a positive and high-performing environment.Proficient in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.Ability to perform essential functions, including the ability to lift up to 10 lbs. as needed.Minimum Education and Experience RequirementsAssociate's degree in related field.Directly related experience, in addition to minimum years required, may be considered as a substitution.Two (2)years of Indirect Lending experience required.Prior underwriting and outside sales experience preferred.*** Please submit an employment application to www.sandia.org/careers ***Sandia Area Federal Credit Union (SAFCU) is an Equal Opportunity Employer.SAFCU provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.