CA - Dealer Production Specialist

Citizens Equity First Credit Union
  • San Jose, California
    30+ days ago

    Job Description

    Are you ready to make the most of your talents and abilities, while helping others make the most of their finances?

    Apply to join Team CEFCU!

    CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!

    Responsible for developing, maintaining, and expanding dealer relationships by promoting CEFCU’s indirect lending services and products. Represents the credit union at various functions to increase indirect lending business through the development and implementation of relationship-focused, sales strategies that are supported through routine in-person visits. Advocates for the dealers by working closely with the lending team while maintaining high standards for loan quality. Interviews consumer loan applicants and cross-sells additional products and services in support of deepening member relationships. Participates in and is held accountable for the attainment of individual and departmental/organizational goals. Due to the nature of this role and responsibilities of the position, it is required to be self-motivated and approachable. The ability to make clear and concise notes at every point of contact is critical for this position.

    Provides the highest quality member experience, for both internal and external members.

    Required:
    • High school diploma or equivalent is required.
    • Minimum 1-year previous consumer lending experience.
    • Intermediate level: 2-4 years.
    • 2 years of customer service experience.
    • 1-2 years of sales experience.

    • Proven ability to build and develop relationships.

    Preferred:
    • Applicable college courses and/or commensurate experience preferred.
    • Previous experience in Dealer Direct Lending.

    Summary Pay Range

    The anticipated starting pay range for this position is $28.17 - $33.11.

    Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.

     

    Benefits

    Financial

    Merit-based raises

    Health and Welfare

    Generous paid time off (Holiday, Personal or Sick Time, Vacation)

    Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP, California - Kaiser Permanente HMO)
    Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)

    Health Savings Account

    Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan, Identity Theft & Fraud Protection Plan, Legal Plan)

    Life Insurance

    Accidental Death & Dismemberment Insurance

    Disability Benefits

    Defined Benefit Plan – Pension 

    Defined Contribution Plan – 401K

    Additional Benefits

    Employee Assistance Program

    California Commuter Benefit Program

    Tuition reimbursement

    Career growth through internal job postings

    Management Development Program: formal mentoring and training

    Opportunities to help improve and build the CEFCU of tomorrow through process teams

    Opportunities to personally contribute to corporate financial literacy and community initiatives

    Casual days to support local charities

    Employee discounts on entertainment, cell phone plans, theme park tickets, and more

    On-site fitness center, fitness classes, and wellness program

    It is CEFCU’s policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.

    Numbers & Facts

    LocationSan Jose, California

    Skills

    • Amusement Parksunmatched
    • Cellular Telephoneunmatched
    • Communication Skillsunmatched
    • Compensation and Benefitsunmatched
    • Consumer Loansunmatched
    • Corporate Financeunmatched
    • Credit Unionunmatched
    • Customer Experienceunmatched
    • Customer Support/Serviceunmatched
    • Direct Lendingunmatched
    • Employee Assistance Planunmatched
    • Financial Literacyunmatched
    • Hospitalunmatched
    • Legalunmatched
    • Loansunmatched
    • Medical Conditionsunmatched
    • Medical Geneticsunmatched
    • Mentoringunmatched
    • Retirement Planunmatched
    • Salesunmatched
    • Sales Strategyunmatched

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