Dealer Compliance & Dealer Services Manager in at Triad Financial Services Inc

Position Summary

The Dealer Compliance & Dealer Services Manager is responsible for overseeing dealer onboarding, compliance, title and contract management, dealer education, and ongoing dealer support. This role ensures dealers meet qualification standards, remain compliant with company requirements, and receive a seamless onboarding and service experience. The position serves as a key liaison between Sales, Accounting, Operations, and dealer partners.

Key Responsibilities

Dealer Compliance

Dealer Approval & Underwriting Oversight

• Provide final review and approval of dealer underwriting packages to authorize dealer onboarding.
• Ensure all dealer documentation meets company compliance and qualification requirements.

Title & Contract Management

• Oversee title and contract management processes for all S1 dealers.
• Ensure the Jericho system is manually updated on a weekly basis for:
  • Title tracking
  • Wet-ink contract tracking
• Develop and manage weekly reporting and notification processes related to outstanding titles, including:
  • 60-day notices
  • 90-day notices
  • 120-day notices and demand letters
• Develop and oversee weekly dealer and Sales notifications for outstanding wet-ink contracts.

Ancillary Product Administration

• Manage and oversee the chargeback process for all ancillary products.
• Monitor chargeback activity and ensure timely communication and resolution with dealers and internal stakeholders.

Dealer Services

Dealer Onboarding & Qualification

• Receive and review dealer application packages and perform underwriting assessments to ensure dealer eligibility for S1 programs.
• Act as the primary liaison between Sales Representatives and dealers to obtain missing documentation and complete onboarding requirements.
• Own the end-to-end dealer onboarding process.

Dealer Setup & Implementation

• Ensure accurate dealer setup within Accounting systems and Loan Origination Systems (LOS).
• Coordinate all onboarding activities to ensure a smooth and timely implementation process.
• Distribute dealer welcome materials and educational resources upon onboarding.

Dealer Training & Education

• Develop, coordinate, and oversee initial dealer training programs.
• Provide ongoing dealer education to support compliance, operational effectiveness, and program participation.
• Serve as a resource for dealers regarding policies, procedures, and program requirements.

Dealer Communications & Marketing Support

• Coordinate dealer marketing and communication initiatives in partnership with Sales Leadership.
• Ensure consistent messaging and timely distribution of dealer communications, updates, and program information.

Qualifications

• Experience in dealer services, dealer relations, dealer operations, collections, compliance, financial services, or a related field.
• Strong understanding of dealer onboarding, contract administration, and compliance requirements.
• Excellent organizational skills with the ability to manage multiple priorities and deadlines.
• Strong communication and relationship-management abilities.
• Proficiency in business systems, databases, and reporting tools.
• Demonstrated ability to collaborate cross-functionally with Sales, Operations, Accounting, and external dealer partners.