Commercial Finance Specialist

Job Description

Job Description

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