TITLE: DEALER PRODUCTION SPECIALIST – DEALER SERVICES

STATUS: NON-EXEMPT

REPORT TO: VP – DEALER SERVICES RELATIONSHIP AND PERFORMANCE MANAGEMENT

DEPARTMENT: RETAIL DEALER SERVICES PRODUCTIONJOB CODE: 11971PAY RANGE: $38.45 - $41.00/HR

• Eligible for Quarterly Incentives*

GENERAL DESCRIPTION:

The Dealer Production Specialist (DPS) plays a critical role in supporting Golden 1 Credit Union’s indirect auto lending program by enhancing responsiveness, increasing funded-loan conversion rates, and improving communication between Lending Operations and Dealer Relationship Managers (DRMs). This position serves as an inside production resource focused on real-time pipeline management, approved/countered deal follow-up, and inactive dealer reactivation. The DPS bridges the gap between the field and internal operations—driving efficiency, speed, and improved dealer satisfaction. The DPS is responsible for ensuring timely dealer engagement following loan approvals, identifying funding obstacles, and coordinating resolution efforts. The role will contribute directly to funded-volume growth, dealer retention, and market share expansion within Golden 1’s indirect lending channel.

TASKS, DUTIES, FUNCTIONS:

• Pipeline and Conversion Management

◦ Monitor daily application activity, including approved, countered, and pending loans, to identify deals requiring follow-up or clarification ◦ Proactively contact dealers to confirm intent to fund, clarify loan terms, and address conditions or documentation needs. ◦ Identify at-risk applications and escalate to DRMs or Lending Operations as needed to prevent fallout. ◦ Track and report conversion outcomes, turnaround times, and lost-deal reasons

• Dealer Engagement and Reactivation

◦ Serve as the internal contact for assigned or regional dealerships, ensuring consistent communication and timely responses. ◦ Partner with DRMs to maintain a high level of service for top-performing dealers while increasing engagement with lower-volume accounts. ◦ Conduct structured outreach campaigns to re-engage inactive or dormant dealerships and schedule follow-up opportunities for the field team. ◦ Collaborate with Lending Operations and DRMs to ensure smooth and efficient funding processes.

• Collaboration and Communication

◦ Act as a central liaison between DRMs and Lending Operations, to streamline communication and identify recurring dealer pain points. ◦ Communicate dealer feedback, process challenges, and success stories to the Regional Production Manager for strategic consideration ◦ Participate in weekly pipeline meetings to share updates, trends, and improvement recommendations. ◦ Support rollout of new programs, pricing updates, and incentives by assisting with dealer communications and feedback collection.

• Data Analysis and Reporting

◦ Review and analyze dealer performance metrics, approval trends, and conversion ratios. ◦ Identify opportunities for improvement and present findings to leadership during regular performance reviews. ◦ Maintain dashboards and reports that measure responsiveness, dealer funding volume, and success of reactivation campaigns. ◦ Support the Regional Production Manager in preparing performance summaries or reporting for leadership meetings

• Dealer Reactivation and Opportunity Targeting

◦ Contact inactive or low-volume dealers to confirm current points of contact, review available programs, and gauge interest in re-establishing business. ◦ Coordinate with the assigned DRM to determine next steps for re-engagement or site visits. ◦ Maintain a regional reactivation tracker to measure progress and success rates.

• Operational and Compliance Excellence

◦ Ensure compliance with all applicable lending laws, regulations, and Golden 1 policies, including BSA/AML and fair-lending standards. ◦ Maintain accurate, confidential dealer and member data in accordance with corporate information security standards. ◦ Demonstrate professionalism and consistency in all communications with dealer partners and internal teams.

PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS:

• Effective oral and written communication skills required to perform the duties outlined above.
• Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone.

ORGANIZATIONAL CONTACTS & RELATIONSHIPS:

• INTERNAL: All levels of staff and management.
• EXTERNAL: Dealership contacts, other lender representatives, and vendor representatives.

QUALIFICATIONS:

• EDUCATION: At a minimum, Associates Degree in Business Management or Finance. Equivalent work experience may be substituted for the associate’s degree requirement.
• EXPERIENCE: 5 or more years of experience performing similar a financial institution

3. KNOWLEDGE/SKILLS:

• Strong understanding of indirect auto lending processes and dealership operations.
• Excellent communication and relationship-building abilities.
• Proven capacity to interpret data, identify trends, and execute proactive outreach.
• Highly organized and capable of managing multiple priorities in a fast-paced environment.
• Proficiency with CRM platforms, Microsoft Excel, and reporting tools.

PHYSICAL REQUIREMENTS:

• Prolonged sitting throughout the workday with occasional mobility required.
• Corrected vision within the normal range.
• Hearing within normal range. A device to enhance hearing will be provided if needed.
• Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.
• Overnight stays could be required for regions that require extended travel away from home base.
• Travel by plane or other public conveyance is required to attend meetings at headquarters, provide support at dealerships outside of assigned region, and attend conferences/training as deemed necessary by management.

LICENSES/CERTIFICATIONS:None

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

THIS JOB DESCRIPTION PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE’S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION’S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME.

REV. 2/11/2026