• Develop and implement sales strategies to acquire and retain dealer clients within the automotive sector. • Build and maintain relationships with dealership owners and key decision-makers to understand their financing needs. • Identify opportunities for portfolio growth by presenting financing solutions and promoting Westlake Flooring Company’s offerings. • Conduct market research to remain competitive and align services with industry trends. • Oversee the servicing of the automotive floorplan portfolio, ensuring high levels of customer satisfaction. • Monitor account performance and proactively address any issues or concerns raised by clients. • Collaborate with cross-functional teams to streamline processes and enhance customer experience. • Provide training and support to dealerships on the use of financing solutions and services. • Monitor dealership conditions and performance. • Develop and maintain risk assessment models to evaluate dealership creditworthiness. • Collaborate with internal teams to ensure compliance with company policies and regulatory requirements. • Monitor the performance of the portfolio, including loan balances, dealer performance, and payment trends.

• 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

• Own and exceed a direct sales quota; drive new logo acquisition with global SI partners. • Develop and execute a KPI-driven, repeatable GTM process to scale SI sourced and influenced revenue. • Align and coordinate internal sales, alliances, and services teams to deliver a unified SI go-to-market approach. • Build and nurture champions at both business and technical levels within SI organizations. • Manage a global pipeline with clear accountability, visibility, and performance metrics.

• Deliver high-quality customer service in alignment with ClearSource standards. • Support members and providers by addressing concerns promptly and effectively. • Ask relevant, insightful questions to accurately identify and resolve issues. • Accurately document customer interactions and transactions using approved systems and tools. • Adhere to established processes, protocols, company policies, and team guidelines. • Collaborate with fellow CSRs, internal departments, and clients to provide appropriate and timely solutions. • Complete all required compliance trainings within designated timelines. • Maintain schedule adherence, including assigned shifts, breaks, and meal periods.