Commercial Finance Specialist

Position Overview

Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Commercial Finance Relationship Specialist I to join our growing team.

Essential Functions:

• Develop a thorough understanding of TFS policies, processes and procedures relative to lines of credit.

• Daily maintenance of credit lines

• Review & decision order requests

• Follow up on current inventory both sold & display

• Follow up for payoffs, monthly interest & curtailments

• Review inventory audit reports daily for needed action

• Foster relationships with the manufacturers/plants

• Managing rental portfolios when the unit on floorplan converts to Rental

• Maintain relationships with communities through recurrent communication

• Responsible for preparing supporting documentation for Rental portfolios Minimum Qualifications:

• Bachelor's degree in finance or business is preferred but not required

• 2 years' prior work experience in financial services industry is preferred

• Quick learn of the proprietary computer system used to manage the accounts.

• Preparation or review ability of documents and reports using Microsoft Office based products.

• Good organizational, clerical, numeric, oral and written language skills.

• Knowledge of customer service principles and practices.

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

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