Finance and Insurance Manager

Position Overview

The Inventory Finance Relationship Manager is an inside sales role focused on building and managing relationships with manufactured housing dealers in the Triad floor plan program. The role centers on three core activities: setting up new inventory finance accounts, working credit line increases for existing dealers, and managing annual account reviews. Compensation is tied directly to production across all three activities.

This role is designed as both a high-earning, high-impact position and a structured pathway to a field-based Business Development Manager role. Specialists who demonstrate the product knowledge, relationship skills, and judgment required to succeed here will have a clear track into BDM responsibilities.

Essential Functions:?

New Account Origination

• Prospect and qualify manufactured housing retailers as candidates for Triad's floor plan program
• Conduct initial sales conversations to assess dealer profile, current floor plan relationships, and fit with Triad's program
• Collect and submit complete application packages including financial statements, dealer licenses, organizational documents, and personal financials without gaps that slow underwriting
• Set accurate expectations on program structure, pricing, inspections, curtailment schedules, and maturity terms from the first conversation
• Represent Triad's competitive advantages clearly: the rebate program, manufactured housing expertise, online portal, and the full retail-plus-floor-plan relationship value

Credit Line Increases

• Monitor existing dealer accounts for volume trends and performance indicators that support a line increase request
• Initiate conversations with dealers and gather updated financial documentation to support the request
• Prepare and submit increase packages to the credit team with complete supporting information

Annual Account Reviews

• Manage the pipeline of accounts coming up for annual review across an assigned dealer portfolio
• Collect updated financial statements, tax returns, and other required documentation
• Use review touchpoints to deepen the dealer relationship, identify expansion opportunities, and reinforce program expectations

Education and/or Work Experience Requirements:

• Working knowledge of floor plan financing and how it differs from consumer retail lending
• Understanding of Triad's program structure: pricing matrix, rebate tiers, inspection and curtailment cadence, maturity schedules, and concentration limits
• Comfortable asking for complete financial documentation from business owners and explaining clearly why it is needed
• Strong follow-through on open items; incomplete packages are the primary source of friction in this process
• Understands the difference between the relationship role and the credit role; does not step into underwriting territory or communicate approval probabilities
• Organized and disciplined; capable of managing multiple open accounts at different stages simultaneously

Minimum Qualifications:

• • Bachelors degree in finance or business is preferred but not required
  • 2 years prior work experience in financial services or manufactured housing industry
  • Strong attention to detail and analytical skills.
  • Excellent communication and vendor management abilities.
  • Proficiency in Microsoft Office Suite and data visualization tools (e.g., Power BI, Tableau), specifically Microsoft Excel.
  • Ability to work independently and collaboratively in a fast-paced environment.

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