Jobs · Finance · California

Lending Advisor

Westlake Financial · Agoura Hills, CA · 4 days ago
Finance$55k–$75k/yrFull-time

Westlake Financial Services is the largest privately held auto finance company in the U.S., committed to growing and strengthening our organization by hiring individuals who embody our culture. With 30% year-over-year growth and $6.5 billion in assets, we are expanding our presence in the auto finance industry and seeking talented professionals to join our team.

About the role

As a Lending Advisor/Internet Sales Representative, you will assist potential customers in navigating the prequalification process for auto loans. You’ll guide applicants through the online prequalification, ensure accuracy and efficiency, and serve as the main point of contact for applicants, dealership partners, and internal teams. Your role will involve setting clear expectations, providing guidance on the car-buying journey, and facilitating smooth communication to finalize purchases.

Responsibilities

  • Identify sales prospects and contact assigned accounts, including independent and franchise dealers.
  • Follow up on new leads and referrals generated from telephone calls.
  • Prepare presentations and proposals for all levels of management within franchise dealerships.
  • Develop, maintain, and grow relationships with current and potential clients in the dealer communities.
  • Maintain constant communication with dealers regarding promotions, marketing information, and training documents.
  • Train dealers on proper documentation needed for fast funding of contracts.

Requirements

  • High school diploma required; Bachelor’s degree (B.A.) from a four-year college or university preferred.
  • Equivalent combination of work experience may substitute for education.
  • Automotive, finance, or sales experience preferred.
  • Proficiency in Microsoft Office (Word, Outlook) and web applications (Chrome, Internet Explorer) required.

Skills

  • Excellent communication skills with the ability to explain complex concepts clearly.
  • Strong interpersonal skills and ability to build rapport with customers.
  • Detail-oriented with the ability to manage multiple tasks simultaneously.
  • Ability to persuade and influence others.
  • Presentation skills (creation and delivery).
  • Strong knowledge of cold calling, appointment setting, and sales techniques.
  • Knowledge of advertising and sales promotion techniques.
  • Strong computer skills and adaptability to new technology.

Pay

  • Base pay: $18.47 per hour.
  • Expected annual range: $55,000 – $75,000.
  • Guaranteed bonus: $1,000 per month for the first three months (unless you exceed this amount).
  • Average monthly bonuses: $2,500; top producers average $4,000+ per month.

Benefits

  • Medical, dental, and vision benefits.
  • Life insurance and long-term disability plans.
  • Flexible Spending Account (FSA).
  • 401K matching and Employee Stock Ownership Program (ESOP) in an $18.2 billion company, plus company matching.
  • Wellness programs.
  • Metro Tap Card and Metro-link reimbursement (Los Angeles, CA employees only).
  • Career path opportunities.
  • Discounts on parks, museums, movie tickets, and attractions.
  • Annual flu shot.
  • Paid vacations, sick days, and holidays.
  • On-site gym (Los Angeles, CA and Dallas, TX offices).
  • Rental car discounts and Dell Member Purchase Program.
  • UKG Wallet.

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