Golden 1 Logo - Large Picture Banner (Mobile)

Manager - Dealer Services Fulfillment and FI Connect

8945 Cal Center Dr, Sacramento, CA 95826, USA Req #6386
Friday, May 2, 2025

TITLE: MGR - DEALER SERVICES FULFILLMENT AND FI CONNECT
STATUS: EXEMPT
REPORTS TO: SENIOR MANAGER - CONSUMER LENDING
DEPARTMENT: DEALER SERVICES OPS
JOB CODE: 11732

PAY RANGE: $122,900.00 - $125,000.00 ANNUALLY

 

Work Location: On-site at headquarters in Sacramento for a minimum of 3 days per week, or as requested.

GENERAL DESCRIPTION:

Manage teams responsible for the processing and funding of all autos, RV, boat and motorcycle applications from the Indirect (Origence) Lending channel. This position will also be responsible for managing the day loan activities for all FI Connect relationships. Interact with the dealers to ensure all documentation is complete. Ensure all loan documentation is loaded into ECM and loans are funded in a timely manner. Conduct post loan review checks to ensure loans are boarded correctly. Work with Dealers and FI Connect partners to resolve production issues. Work with the Products and Sales teams on ways to increase production, target promotions, enhance the product and improve the member’s experience. Monitor the FI Connect process to ensure there are no issues with production, the loan documentation is correct, loans are being booked to the core correctly (rates, phone numbers etc.) and the loan documents are uploaded to ECM. Ensure Golden 1’s stated credit culture is employed consistently and effectively by directing the processing, training, development, and quality assurance programs. Foster partnerships with internal departments, dealer service representatives, external vendors, and strategic partners alike. Understand Golden 1’s loan growth strategies and strategic direction. Maintain awareness of market trends, competitive programs, and regulatory changes.

TASKS, DUTIES, FUNCTIONS:

  1. Manage teams responsible for all processing and funding activities for all Indirect loan applications.
  2. Work directly with dealers and FI Connect partners to resolve productions issues.
  3. Ensure all loan documentation is complete and uploaded into ECM.
  4. Work with the Products team and Dealer Services Representatives to achieve loan growth goals and enhance the members’ experience.
  5. Help onboard FI Connect partners.
  6. Monitor the FI Connect process to ensure there are no issues with production, the loan documentation is correct, loans are being booked to the core correctly (rates, phone numbers etc.) and the loan documents are uploaded to ECM.
  7. Ensure correct rate changes are implemented.
  8. Ensure correct capacity planning, and staff are on hand 7 days a week to process loan applications efficiently and achieve all Turn Times and KPIs.
  9. Ensure compliance standards are met.
  10. Look for ways to improve automation and the members’ experience. 
  11. Direct processors on quality, compliance, and productivity standards and enforce performance and attendance standards.
  12. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy, anti-money laundering, and lending laws appropriate to the position.
  13. Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through your words and actions, ensuring positive employee morale throughout Golden 1, and embracing our mission, vision, and core values.
  14. Develop and maintain a robust Quality Assurance program.
  15. Ensure consumer loan procedures are current and reflect actual practices.
  16. Organize and prepare monthly performance reports for management or others as needed. Make presentations on credit quality and business development findings and recommend action plans for improvement.

 

  1. Responsible for handling Accounting Department requests and inquires.
  2. Maintain the Business Continuity Plan.
  3. Overseeing validation, testing, and implementing system and loan product enhancements.
  4. Interact with Compliance and Internal Audit staff during regulatory reviews and audits.
  5. Collaborate with Retail Delivery, Member Service Call Center, and Training teams to ensure branch and call center staff are knowledgeable regarding consumer loan products and processes.
  6. Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union’s risk appetite, and ensure operational integrity and compliance with applicable regulations.
  7. Perform other assignments and duties as required.

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

  1. Effective oral and written communication skills required for credit analyst and processor training and development, preparing, and presenting reports, and general daily communication with members, management, dealer partners, and direct lending staff as needed.
  2. 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.
  3. Exceptional analytical skills and the ability to apply sound judgment while rendering decisions in a time- sensitive, production-driven environment, is required.
  4. Core supervisory and leadership skills are required to effectively manage the Dealer Services Operations team staff.

ORGANIZATIONAL CONTACTS & RELATIONSHIPS:

  1. INTERNAL:  Consumer Lending, Dealer Services, Product Management, Servicing, Audit, Compliance, Accounting, Branch Administration, MSCC and Management.
  2. EXTERNAL:  Members, Dealerships, FI Connect Partners.

QUALIFICATIONS:

  1. EDUCATION: Bachelor’s degree in related field or equivalent work experience.
  2. EXPERIENCE: A minimum of seven years of underwriting or processing of consumer loans or mortgages in a financial institution, and at least two years of supervisory experience is required.
  3. KNOWLEDGE/SKILLS: Demonstrated leadership, analytical, and decision-making abilities. High level of customer service. Strong knowledge of federal and statutory requirements and Golden 1 policies and procedures. Excellent Oral, written, and presentation skills. Exceptional interpersonal and group dynamics skills. Team player with supervisory and training skills. Personal computer skills and knowledge/ability to operate loan origination and underwriting software.

PHYSICAL REQUIREMENTS:

    1. Prolonged sitting throughout the workday with occasional mobility required.
    2. Corrected vision within the normal range.
    3. Hearing within normal range.  A device to enhance hearing will be provided if needed.
    4. Ability to lift 15 lbs. as may be required. 
    5. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.
    6. Occasional travel by car or public conveyance is required to attend off-site meetings, dealer partner visits, and dealer partner events.
    7. Unusually long work hours may be required to accomplish tasks.

LICENSES/CERTIFICATIONS:   None

THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE.   HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES.

REV. 9/18/2024

Other details

  • Job Family Manager
  • Job Function Manager
  • Pay Type Salary
  • Employment Indicator Flex/Hybrid
  • Min Hiring Rate $122,900.00
  • Max Hiring Rate $125,000.00
Apply Now
Location on Google Maps
  • 8945 Cal Center Dr, Sacramento, CA 95826, USA