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Triad Financial Services, Inc. · 15 hours ago

Commercial Finance Specialist

Jacksonville, FL

Full-time

Onsite

Entry Level

$24/hr - $26/hr

2+ years exp

Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. They are seeking a highly motivated and skilled Commercial Finance Relationship Specialist I to join their growing team, responsible for managing credit lines and fostering relationships with manufacturers and communities.

Financial Services

Responsibilities

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

Qualification

Financial services experienceMicrosoft Office proficiencyCustomer service knowledgeOrganizational skillsClerical skillsNumeric skillsOral communication skillsWritten communication skills

Required

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

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

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