DEALER RELATIONSHIP SPECIALIST

Location: Albuquerque, NM 87109

Required work schedule: (not a remote or hybrid position)

- Monday to Friday: 8:30 AM to 5:30 PM

Expected nights, weekends, and holidays as business need

As a valued full-time team member, you'll enjoy fantastic benefits that promote your health and well-being:

• Comprehensive Medical, Dental, and Vision Insurance

• Paid Short-Term Disability, Life Insurance, and AD&D

• Holiday Pay, Vacation, Birthday, Floating Holiday & Sick Leave

• Tuition Reimbursement for Professional Development

• 401(k) Plan with Employer Match

• Pension Plan for Long-term Security

• Exciting Opportunities for Career Advancement

Overall 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.

Qualifications

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 Requirements

 

• Associate'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.