Triad Financial Services Inc jobs

Position Overview Triad Financial Services is a leading provider of financial services and solutions, serving clients in the US. We are seeking a highly motivated and skilled Closer/Funder to join our growing team. Essential Functions: Responsible for the processing of incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers. This includes, but is not necessarily limited to: - Monitor all incoming loan doc requests - Ensure all necessary underwriting conditions have been cleared for doc prep - Communicate with clients and escrow agents for any additional items needed for doc prep - Verify home address is consistent on appraisal, title, and loan tracking system - Timely and accurate data entry into loan tracking system - Order flood and tax certs from 3rd party vendors - Order new home appraisals - The accurate and timely processing of contract orders and ordering & reviewing tax and flood certs. - Confirm loan information, accurately type, order and review compliance and send package out for signatures. - Gather, review and verify conditions, work with brokers, dealers and/or borrowers to get items needed to complete loan package. Works closely with underwriting until all conditions cleared. - Under the supervision of the Team Lead, you will be responsible for accurate and timely processing of: A) List of needed conditions to fund to dealer, broker or borrower AND B) Completed loan packages to end lender - Re-verifying loan information, confirming loan fits in end lender's parameters and sending completed file to end lender - Correcting files and accounting when loans are redirected. - Will be first point of contact for Dealers, brokers, borrowers, underwriters, insurance agents and lenders on files submitted. - Keep track of conditions and loan expirations. - Perform related duties as assigned by supervisor - Maintain compliance with all company policies and procedures Minimum Qualifications: - 0 to 2 years of Loan processing experience - Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers - Excellent computer proficiency (MS Office - Word, Excel and Outlook) - Client relationship and customer service experience a plus. - Encompass experience a plus - Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service - Ability to multitask in a high stress environment - Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices - High school diploma or GED required PI5-

Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Credit Coordinator to join our growing team. The Credit Coordinator serves as the bridge between application intake and underwriting by validating file completeness, coordinating documentation, managing approval conditions, supporting onboarding activities, and ensuring all files are decision-ready prior to underwriting review. Essential Functions: - Review Processor - prepared files for completeness, accuracy, and adherence to required documentation standards - Resolve deficiencies requiring judgment, interpretation, or coordination with Sales - Organize financial statements and supporting schedules for Underwriter review - Identify inconsistencies or potential risk indicators within submitted financial or organizational data - Ensure all applications meet internal policy standards prior to underwriting - Serve as escalation point for complex entity structures or multi-entity relationships - Draft and circulate approval letters, credit agreements, and onboarding documents using standardized templates - Incorporate approved deal terms into legal documentation for manager review - Manage approval conditions, track outstanding items, and validate completeness prior to final approval - File UCC-1 financing statements and ensure proper documentation is retained - Execute onboarding by submitting IT setup requests and managing follow-up through completion - Deliver partner credentials, system access, and onboarding materials - Coordinate with Sales, Marketing, and internal teams to confirm onboarding readiness and activation - Maintain pipeline reporting and provide accurate status updates - Backfill Credit Processor responsibilities as needed to maintain workflow continuity Minimum Qualifications: - Extreme accuracy and attention to detail - Ability to review documentation for completeness, identify discrepancies, and resolve deficiencies - Ability to analyze business entity structures and identify ownership relationships - Ability to interpret financial, legal, organizational, and business documentation - Demonstrated ability to manage multiple priorities and deadlines in a fast-paced environment - Demonstrated ability to maintain accurate records, documentation, and audit trails - Ability to learn and navigate multiple software systems and databases - Proficient with Microsoft Office applications including Word, Excel, Outlook - Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines simultaneously - Strong verbal and written communication skills - Experience drafting, reviewing, or managing business, legal, or lending documentation preferred - Experience supporting commercial lending, commercial credit, banking, financial services, mortgage lending, dealer services, or credit operations preferred - 2+ years of experience in financial services, lending, banking, credit operations, loan processing, underwriting support, or a related field preferred Physical Demand: - Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. - Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards - Must be able to talk, listen and speak clearly on telephone - Able to sit at a work station for prolonged periods of time - Must be able to physically type PI2aa86ff330a4-4180

Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Cash and Reconciliation Specialist to join our growing team. The Cash and Reconciliation Specialist supports investor reporting, daily and month-end cash activity, remittance processing, advance recovery, account reconciliation, and issue escalation to ensure timely, accurate reporting and compliance with investor requirements. Essential Functions: - Responsible for overseeing specialty servicing for specific investor requirements. - Responsible for validating and initiating the daily remittance and advance recovery activity. - Review daily activity to identify exceptions before month end, including general ledger advance balancing differences. - Monitor and report deferrals and extensions used to cure account defaults and assess their impact on investor reporting. - Validate month-end reports, including advance calculations, remittance calculations, reconciliation of cash collections, remittances, and advances. Identify out-of-balance conditions related to investor reporting and ensure reports are submitted timely to meet contractual remittance obligations on the distribution date. - Escalate issues and discrepancies to senior management and coordinate meetings with appropriate team members as needed. - Review, approve, and initiate repurchases of loans that are 120 or more days delinquent from the pool. - Facilitate REO liquidation, settle Triad advances, and return remaining funds to the reserve account. Upon cure or reinstatement, transfer the loan back into the pool, ensure all missed payments are passed through in collections, and confirm that advances are repaid to Triad. - Obtain appropriate approvals as needed for cash movements. - Balance investor bank accounts daily and monthly. Maintain monthly account reconciliations for audit purposes. - Other responsibilities: - Monitor all corporate advances from investor reporting to ensure balances are paid, reconciled and refunded as identified. - Assist cash department with cash transactions as needed. Education and/or Work Experience Requirements: - Minimum of 2 years of mortgage banking experience - MSP experience - General Ledger balancing a plus Physical Demand: - Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. - Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards. PIf1715feb31c8-3148

Overview Triad Financial Services is seeking a high-performing Insurance Sales Advisor to grow our insurance business by serving our existing base of manufactured-home loan customers. About us: Triad is one of the most established and trusted manufactured-home lenders in the country. We are a growing, industry-leading company known for its strong customer relationships, supportive culture, and commitment to helping sales professionals succeed. Our Insurance Advisors connect with customers at key moments - most often at policy renewal, using a consultative approach that protects customers' homes and assets. This is a great opportunity to join a leading financial services franchise; the earning power of a high-performance sales role, backed by the stability and benefits of an established lender with more than 60 years in the business. Why This Role Stands Out - NO COLD CALLING. You start with warm, high-intent lead-existing customers who already know and trust Triad. - Business with strong conversion rates. Our top sales reps are trending at about one in two conversations into a sale. - Six-figure earning potential, uncapped. In addition to your base salary, we offer a highly competitive bonus structure to incentivize new business sales. Your total income reflects your results, with no ceiling on what you can earn. Sky is the limit! - Work from home. Enjoy the flexibility and convenience of a fully remote role. - Ongoing coaching and training. Continuous, hands-on development designed to help you perform at your best. Key Responsibilities - Engage warm, existing customers through outbound and inbound outreach, with a focus on policy renewal and other key lifecycle moments. - Lead consultative sales conversations to assess customer needs and recommend appropriate coverage solutions. - Build rapport quickly and guide customers to confident decisions through disciplined follow-up and strong closing skills. - Consistently meet or exceed sales, retention, and performance targets. - Track all activity and pipeline accurately within agency systems and CRM tools. - Maintain full compliance with applicable insurance regulations and internal standards. Required Qualifications - 2-5+ years of proven sales success, including demonstrated quota attainment. - A strong closer with a competitive, results-driven mindset. - Excellent communication and relationship-building skills. - Ability to thrive in a high-volume, metrics-driven environment. - Coachable, adaptable, and committed to continuous improvement. Preferred Qualifications - Active insurance license in good standing (strong preference for someone currently licensed) - Prior insurance sales experience. - Background in financial services, mortgage, banking, inside sales, or customer retention. Why Triad and What We Offer Triad pairs a stable, respected platform with benefits designed to support your whole life: - 401(k) with employer match - flexible contribution options, diverse investment choices, and access to loans or hardship distributions. - Comprehensive health coverage - medical, dental, and vision, plus an employee assistance program for physical, mental, and financial well-being. - Generous paid time off - vacation and personal time, with additional leave for philanthropy, bereavement, military, and jury duty. - Ongoing training and education - development and career-growth opportunities at every step. - Tuition reimbursement - invest in your education and unlock new career opportunities. - Rewards and recognition - celebrate wins through Triad's peer-recognition platform. PIfbed39298c04-9987

Overview Triad Financial Services is seeking a high-performing Insurance Sales Advisor to grow our insurance business by serving our existing base of manufactured-home loan customers. About us: Triad is one of the most established and trusted manufactured-home lenders in the country. We are a growing, industry-leading company known for its strong customer relationships, supportive culture, and commitment to helping sales professionals succeed. Our Insurance Advisors connect with customers at key moments - most often at policy renewal, using a consultative approach that protects customers' homes and assets. This is a great opportunity to join a leading financial services franchise; the earning power of a high-performance sales role, backed by the stability and benefits of an established lender with more than 60 years in the business. Why This Role Stands Out - NO COLD CALLING. You start with warm, high-intent lead-existing customers who already know and trust Triad. - Business with strong conversion rates. Our top sales reps are trending at about one in two conversations into a sale. - Six-figure earning potential, uncapped. In addition to your base salary, we offer a highly competitive bonus structure to incentivize new business sales. Your total income reflects your results, with no ceiling on what you can earn. Sky is the limit! - Work from home. Enjoy the flexibility and convenience of a fully remote role. - Ongoing coaching and training. Continuous, hands-on development designed to help you perform at your best. Key Responsibilities - Engage warm, existing customers through outbound and inbound outreach, with a focus on policy renewal and other key lifecycle moments. - Lead consultative sales conversations to assess customer needs and recommend appropriate coverage solutions. - Build rapport quickly and guide customers to confident decisions through disciplined follow-up and strong closing skills. - Consistently meet or exceed sales, retention, and performance targets. - Track all activity and pipeline accurately within agency systems and CRM tools. - Maintain full compliance with applicable insurance regulations and internal standards. Required Qualifications - 2-5+ years of proven sales success, including demonstrated quota attainment. - A strong closer with a competitive, results-driven mindset. - Excellent communication and relationship-building skills. - Ability to thrive in a high-volume, metrics-driven environment. - Coachable, adaptable, and committed to continuous improvement. Preferred Qualifications - Active insurance license in good standing (strong preference for someone currently licensed) - Prior insurance sales experience. - Background in financial services, mortgage, banking, inside sales, or customer retention. Why Triad and What We Offer Triad pairs a stable, respected platform with benefits designed to support your whole life: - 401(k) with employer match - flexible contribution options, diverse investment choices, and access to loans or hardship distributions. - Comprehensive health coverage - medical, dental, and vision, plus an employee assistance program for physical, mental, and financial well-being. - Generous paid time off - vacation and personal time, with additional leave for philanthropy, bereavement, military, and jury duty. - Ongoing training and education - development and career-growth opportunities at every step. - Tuition reimbursement - invest in your education and unlock new career opportunities. - Rewards and recognition - celebrate wins through Triad's peer-recognition platform. PI16a3aab25ad2-9986

Position Overview Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Investor Relations Manager to join our growing team. Essential Functions: - Responsible for all operations within Triad's Investor Reporting department. Including daily and weekly transactions, support the month-end close process, monthly reconciliations and validation of the monthly investor remittances. - Provides support for the development and implementation of strategic plans for the manufactured home mortgage servicing division. - Manage all servicing transfers inbound, internal, and outbound for tracking and reconciliation. - Monitor and support the servicing of Triad's Freddie Mac loan portfolio. - Develop policies and procedures for servicing manufactured home loans as it relates to Investor Reporting. - Monitor regulatory changes affecting servicing to ensure compliance and competitive positioning. - Build and maintain relationships with investor clients, manufactured home dealers, builders, and other industry stakeholders. - Provide support for investor clients to remit funds for corporate advances. Ensure investors remit payment monthly and handle any disputes that may arise. - Work with accounting regarding any investor relations needed between accounting and servicing. - Monitor and facilitate any changes in monthly investors. (Adding, Deleting, Mergers and Acquisitions) - Facilitate opening custodial bank accounts for each investor and ensure accurate reporting for each custodial account that is set up in MSP servicing platform. - Review and contribute to new Servicing contracts to monitor and track changes. - Assist Cash Manager with any MSP platform reporting issues that may arise. - Responsible for any employee development regarding investor relations. - Ensure all MSP daily balancing occurs and tracked accordingly. - Ensure that all system maintenance is completed timely and accurately. - Support senior management with projects as needed. - Establish and monitor performance metrics for investor reporting for daily operations. - Assist with Servicing projects as needed. - Maintain and monitor regulatory filings as needed for Servicing. Education and/or Work Experience Requirements: - 5+ years of accounting/finance background. - In-depth understanding of the manufactured housing market and related financial regulations a plus Knowledge, Skills, and Abilities: - Strong knowledge of Fannie Mae, Freddie Mac, FHA, VA, and other mortgage loan products for manufacture home underwriting guidelines - Excellent communication, negotiation, and presentation skills - Strong analytical and problem-solving abilities - Ability to establish and maintain relationships with industry partners, clients, and stakeholders - Commitment to maintaining compliance with all federal, state, and local regulations Physical Demand: - Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. - Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards. PIc497f3e378bc-8650