Dealer Services Production - Dealer Relationship Manager

orange county, ca, usa

posted friday, february 20, 2026 at 11:00 am

title: dealer relationship manager

status: exempt

report to: regional producation manager, dealer services

department: retail dealer services production

job code: 3202

pay range: $ annually

the dealer relationship manager (drm) is pivotal in cultivating, developing, and maintaining strong business relationships within golden 1 credit union’s network of indirect vehicle dealerships. This role is essential in delivering industry-leading service and support, with a focus on increasing funded volume, dealer participation, and member growth.

the drm combines relationship management expertise with a strategic, data-driven approach to identify opportunities, expand active dealerships, and improve overall funding performance. This includes analyzing dealer trends and penetration, targeting underperforming relationships, and executing outreach strategies that strengthen golden 1’s market position.

the drm is expected to achieve monthly and annual assigned funding and dealer penetration targets by driving engagement, outreach consistency, and results-oriented relationship management. The role requires collaboration with leadership, product, and operations to ensure efficient loan processing, competitive pricing, and superior dealer satisfaction. Through proactive engagement, opportunity targeting, and continuous follow-through, the drm delivers measurable results while embodying golden 1’s commitment to excellence, partnership, and member value.

• opportunity targeting, data mining, and reporting
  • analyze funding, approval, and submission trends by dealer to identify performance gaps, untapped opportunities, and areas for growth.
  • leverage internal reporting tools and external sources (e.g., autocount, cudl) to monitor dealer performance and market share.
  • monitor funded volume, active dealer counts, and penetration metrics across assigned territories; use insights to prioritize engagement and drive activation among inactive or low-volume dealers.
  • translate data insights into actionable outreach strategies to drive funded volume and penetration.
  • provide regular performance updates and recommendations to lending and management teams to support strategic decisions.
• dealer relationship enhancement
  • build and maintain strong, consistent relationships with assigned dealerships, including owners, general managers, finance managers, and key lending contacts.
  • conduct regular on-site visits, calls, and virtual meetings to ensure engagement, training, and alignment on business goals.
  • utilize and maintain accurate dealer contact information in the crm system to support automated marketing, targeted outreach, and consistent communication with assigned dealerships.
  • promote golden 1’s lending programs, products, and pricing to maximize dealer utilization and strengthen loyalty.
  • partner with operations to ensure seamless communication and efficient processing throughout the loan approval/funding process.
• interdepartmental access and collaboration
  • serve as a bridge between dealerships and internal departments—including lending, product, and operations—to ensure collaboration and issue resolution.
  • provide regular feedback to management on process efficiencies, dealer satisfaction, and program enhancements to continuously improve the dealer experience.
  • support coordination between internal teams for program launches, pricing adjustments, and member service initiatives.
  • partner with home loans, consumer deposits and business services product teams to identify opportunities for expanded relationships within dealership networks, such as employment-based programs, loan placement, or membership drives.
• preferred dealer network management
  • support the identification, development, and management of a preferred dealer network that demonstrates strong partnership performance, member service, and compliance.
  • ensure selected dealerships consistently provide exceptional experiences to golden 1 members and align with credit union values.
  • provide feedback to management on potential additions or removals from the preferred network based on…