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OCCU | Oregon Community Credit Union

Indirect Lending Business Development Officer

OCCU | Oregon Community Credit Union

Indirect Lending Business Development Officer representing OCCU at partner dealerships and driving indirect lending volume. Requires travel throughout California and strong relationship-building skills.

Posted 7/7/2026full-timeRemote • California • 🇺🇸 United StatesSeniorLead💰 $96,824 - $128,365 per yearWebsite

Tech Stack

Tools & technologies
ServiceNow

About the role

Key responsibilities & impact
  • Promote OCCU's Indirect Lending products and services to dealership leaders and staff.
  • Build new dealer partnerships and strengthen existing franchise and independent relationships.
  • Develop outreach plans to grow dealer penetration and loan volume.
  • Follow up on leads and referrals from field activity.
  • Train dealership staff on OCCU expectations, procedures, guidelines, and contracts.
  • Liaise with dealers, underwriting, and Indirect Lending to support smooth deal flow.
  • Identify and report dealer issues, misrepresentation, or compliance concerns.
  • Maintain strong knowledge of indirect lending regulations and compliance requirements.
  • Complete dealer visits and record outcomes daily per Dealer Management guidelines.
  • Support marketing events, partnership activities, and required training.
  • Monitor competitor rates, market trends, and dealer performance to guide strategy.
  • Resolve member, dealer, and branch disputes; manage ServiceNow complaints promptly.

Requirements

What you’ll need
  • Minimum of eight years of in-dealership experience as a F&I Manager/Director, Sales Manager, GSM, or GM.
  • At least three years of indirect lending experience, preferably within a financial institution.
  • Advanced knowledge of dealership variable operations and automotive lending.
  • Strong relationship-building, communication, and negotiation skills.
  • Ability to travel frequently throughout California and work evenings/weekends as needed.
  • High level of stress tolerance, professionalism, and independent judgment.
  • Valid driver's license, acceptable driving record.
  • Bachelor's degree preferred.

Benefits

Comp & perks
  • Low-cost medical, dental, and vision insurance
  • 401(k) retirement plan with employer match
  • Paid time off plus 13 paid holidays
  • Tuition reimbursement for eligible education and training
  • Company-paid long-term disability
  • 40 hours of company-paid core time annually for full-time employees to participate in community volunteer opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
Indirect LendingDealership OperationsLoan Volume GrowthDealer ManagementRegulatory ComplianceTraining DevelopmentMarket Trend AnalysisServiceNow ManagementLead Follow-UpDispute Resolution
Soft Skills
Communication SkillsNegotiation SkillsStress ToleranceProfessionalismIndependent Judgment
Certifications
Valid Driver's License