Westlake Financial

Account Manager

• Educate and train current dealer partners in the assigned area
• Acquire new sources and contacts
• Manage and consult in sales activities and account development for assigned dealers
• Manage quality and consistency of product and service delivery
• Prepare presentations and proposals communicating company products and services to management within independent and franchise dealerships
• Identify sales prospects and contact assigned accounts
• Follow up on new leads and referrals from field activity
• Develop, maintain, and grow current and potential dealer partners
• Communicate by phone and conduct in-person visits to train dealer partners on current programs and fast funding requirements
• Provide solutions, rehash, and restructure vehicle loans for profitable approval
• Assist with sales contracts by educating dealers on proper verification requirements
• Maintain sales materials and current financial product knowledge
• Participate in seminars, trade shows, and telemarketing events

Dealer Account Manager

Representative

• Manage repossessed vehicle inventory and associated auction vendor relationships
• Serve as the primary point of contact for vehicle assessment and reconditioning, sale preparation, vehicle valuation, and sale decisions
• Maximize net recovery through management of auction vendors and vehicle inventory
• Facilitate timely, effective, and compliant preparation and sale of repossessed inventory
• Monitor and manage vendor performance, including adherence to company guidelines, and provide corrective actions/recommendations
• Manage regional inventory by monitoring transport status, reviewing certification inspections, vehicle grading, reconditioning estimates, sale preparation, and approving sale bids
• Conduct on-site reviews of auction procedures, inventory preparation, and sale effectiveness
• Organize regular vendor status meetings with auction management and relevant staff
• Review scorecards and reporting, and coordinate follow-up on performance deficiencies
• Negotiate arbitration claims with consultation of senior management
• Identify and execute market arbitrage opportunities
• Audit auction expenses and announcements
• Maintain and report travel-related expenses in accordance with company policies
• Collaborate with auction management, Remarketing Department functions, and other internal departments
• Perform duties in accordance with Westlake policies, procedures, and applicable regulations

Remarketing Auction Representative

• Manage repossessed vehicle inventory and associated auction vendor relationships
• Serve as the primary point of contact for vehicle assessment and reconditioning, sale preparation, vehicle valuation, and sale decisions
• Maximize net recovery through management of auction vendors and vehicle inventory
• Facilitate timely, effective, and compliant preparation and sale of repossessed inventory
• Monitor and manage vendor performance, including adherence to company guidelines, and provide corrective actions or recommendations
• Manage regional inventory by monitoring transport status, reviewing certification inspections, vehicle grading, reconditioning estimates, sale preparation, and approving sale bids
• Conduct on-site reviews of auction procedures, inventory preparation, and sale effectiveness
• Organize regular vendor status meetings with auction management and relevant staff
• Review scorecards and reporting, and coordinate follow-up on performance deficiencies
• Negotiate arbitration claims as necessary in consultation with senior management
• Identify and execute market arbitrage opportunities
• Audit auction expenses and announcements
• Maintain and report travel-related expenses according to company policies
• Collaborate with auction management, Remarketing Department functions, and other internal departments

• Prepare presentations and proposals to communicate company products and services to all levels of management within Independent and Franchise Dealerships
• Identify sales prospects and contact these and other accounts assigned to you
• Follow-up on new leads and referrals resulting from field activity in both independent and franchise dealers
• Develop, maintain and grow current and potential dealer partners within the Independent and Franchise Dealer communities
• Constant and effective communication via phone and in-person visits with dealer partners to train on current programs and fast funding requirements
• Provide solutions, rehash and restructure vehicle loans for approval in a profitable manner for Westlake and the Dealership Partners
• Assist with the preparation of sales contracts by educating the dealer on what is needed for proper verification by Westlake Financial
• Develop, maintain and understand sales materials and keep up to date on current financial product knowledge
• Participate in marketing events such as seminars, trade shows, and telemarketing events for independent and franchise dealers

Sales

• The Regional Sales Manager (RSM) reports to the National Sales Director
• They are charged with driving the growth of the company’s business model and developing and executing sales strategies and goals
• Responsible for achieving the assigned territory company’s new lease origination goals by adding additional dealers and growing the existing dealer network
• Acts as a liaison between CULA and the Dealer Representatives of our Lender Partners
• Responsible for maintaining best practices and tools for sales execution
• Recommending new ideas and processes for lease origination growth
• Works closely with the President, National Sales Director and VP, Business Development to accomplish CULA goals and objectives
• Cultivates and enhances existing relationships with auto dealerships shooting for indirect leasing volume
• Focus sales efforts by studying existing and potential volume of dealers
• Analyzes and reports data regarding competitor’s monthly payment structures

Regional Sales Manager

• The Regional Sales Manager (RSM) reports to the National Sales Director.
• Responsible for driving the growth of the company’s business model; developing and executing sales strategies/goals and assisting the development and growth in their assigned dealer bases in their territory.
• Responsible for the achievement of the assigned territory company’s new lease origination goals by adding additional dealers and growing the existing dealer network.
• Acts as a liaison between CULA and the Dealer Representatives of our Lender Partners.
• Recommends new ideas and processes for lease origination growth.
• Works closely with the President, National Sales Director and VP, Business Development to accomplish CULA goals and objectives.
• Act as the primary liaison between CULA, the credit union dealer representatives and their approved dealers
• Cultivate and enhance existing relationships with auto dealerships
• Establish positive, professional relationships with dealerships to generate indirect leasing volume
• Contact and visit prospective dealers to present information on company’s indirect leasing services
• Conduct presentations/trainings at all levels to auto dealers to develop new business
• Monitor current market conditions and recommend changes to the company’s current products and developing new products
• Maintain activity and client contact information in Company CRM (Salesforce)

• The Regional Sales Manager (RSM) reports to the National Sales Director.
• They are charged with driving the growth of the company’s business model; developing and executing sales strategies / goals and assisting the development and growth in their assigned dealer bases in their territory.
• The RSM is responsible for the achievement of the assigned territory company’s new lease origination goals by adding additional dealers and growing the existing dealer network.
• The RSM also acts as a liaison between CULA and the Dealer Representatives of our Lender Partners.
• They are responsible for maintaining best practices and tools for sales execution.
• They are responsible for recommending new ideas and processes for lease origination growth.
• The RSM will work closely with the President, National Sales Director and VP, Business Development to accomplish CULA goals and objectives.
• Act as the primary liaison between CULA, the credit union dealer representatives and their approved dealers.
• Cultivate and enhance existing relationships with auto dealerships that are participating in CULA’s Lender Partner’s Indirect Leasing Program.
• Establish positive, professional relationships with dealerships to generate indirect leasing volume.
• Contact and visit prospective dealers to present information on company’s indirect leasing services as an effort to diversify the portfolio.
• Conduct presentations/trainings at all levels to auto dealers to develop new business.
• Focus sales efforts by studying existing and potential volume of dealers.
• Monitor current market conditions and recommend changes to the company’s current products and developing new products.
• Maintain a high level of consistent communication with approved dealer partners.
• Create and present approved recommendations regarding potential changes to Lender Partner’s guidelines which will increase volume.
• Professionally represent CULA at appropriate trade conferences.
• Maintain activity and client contact information in Company CRM (Salesforce).

• The Regional Sales Manager (RSM) reports to the National Sales Director.
• Drive the growth of the company’s business model; developing and executing sales strategies / goals.
• Assist the development and growth in their assigned dealer bases in their territory.
• Responsible for the achievement of the assigned territory company’s new lease origination goals.
• Add additional dealers and grow the existing dealer network.
• Act as a liaison between CULA and the Dealer Representatives of our Lender Partners.
• Responsible for maintaining best practices and tools for sales execution.
• Recommend new ideas and processes for lease origination growth.
• Work closely with the President, National Sales Director and VP, Business Development to accomplish CULA goals and objectives.

Inside Sales

• Present and communicate company products and services to all levels of management within Independent and Franchise Dealerships
• Identify sales prospects and contact these and other accounts assigned to you
• Follow-up on new CRM generated leads and referrals resulting from telephone calls to Independent and Franchise Dealerships
• Develop, maintain and grow current and potential dealer partners within the Independent and Franchise Dealer communities
• Constant and effective communication via phone, email and video meetings with dealer partners to train on current programs and fast funding requirements
• Provide solutions, rehash and restructure vehicle loans for approval in a profitable manner for Westlake and the Dealership Partners

Automotive Internal Sales Specialist

• Create and nurture ongoing relationship contacts with dealers
• Increase the number of deals funded by partnering with nationwide dealers
• Identify, onboard, and manage growth with dealers around the US
• Manage own dealer base to understand the Westlake Program
• Provide world-class customer service through training and prospecting
• Participate in New Hire training to ensure success in the role