Inside Sales Representative at Triad Financial Services Inc | CA | Rezi

Inside Sales Representative at Triad Financial Services Inc

Inside Sales Representative

Triad Financial Services Inc · CA

Today

Inside Sales Representative

Triad Financial Services Inc · CA

10 hours ago
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About the Role

The Inside Sales Representative is responsible for growing loan originations by building strong relationships with RV and Marine dealerships through proactive outbound communication, responsive dealer support, and consistent follow-up. This role serves as the primary point of contact for assigned dealerships, helping dealers structure finance opportunities, understand Source One's lending programs, and ultimately increase funded loan volume.

Responsibilities

  • Manage a portfolio of assigned dealerships
  • Develop relationships with F&I Managers, Sales Managers and Dealer Principals
  • Become the first call for financing questions and deal structuring
  • Maintain regular contact with every assigned dealer
  • Conduct dealer onboarding and product training
  • Promote Source One programs, promotions and lending enhancements
  • Increase applications and booked loans from existing dealers
  • Re-engage inactive dealerships
  • Prospect new dealers assigned by management
  • Identify opportunities to capture additional market share
  • Execute monthly sales campaigns and dealer contests
  • Review applications with dealers
  • Help structure difficult transactions before submission
  • Work closely with Underwriting to find a path forward whenever possible
  • Communicate approvals, stipulations and funding requirements quickly
  • Educate dealers on maximizing approval odds
  • Outbound dealer calls
  • Follow-up on pending approvals
  • Review and follow-up on turndowns
  • Re-engagement of inactive dealers
  • CRM documentation

Requirements

  • Is the dealer's first phone call
  • Understands Source One programs inside and out
  • Helps dealers structure approvals before submission if necessary
  • Builds long-term dealer relationships
  • Communicates proactively
  • Thinks like a business partner—not an order taker
  • Consistently grows booked loan volume
  • Every dealer interaction builds trust
  • Work collaboratively with underwriting to solve problems whenever possible
  • Dealers should never wonder what's happening with their deal
  • Take responsibility from application to funding
  • Always look for opportunities to increase applications, approvals, and funded deals

Skills

  • Strong communication skills
  • Relationship builder
  • Self-motivated
  • Organized
  • Comfortable discussing financing
  • Ability to manage multiple dealers simultaneously
  • Professional phone presence
  • Strong follow-up habits
  • Problem solving mindset

About the Company

  • Source One Financial Services