Job Overview

job category: sales
requisition number: assoc002030
posted: july 7, 2025
full-time
jacksonville, fl 32224, usa

job details

description

position overview

triad financial services is a leading provider of financial services and solutions, serving clients nationwide. we are seeking a associate regional manager to join our growing team. this role supports multiple regional managers whose primary role is to assist in the contacting dealers, retailers, and manufacturers to refer customers to triad seeking to secure loans for the purchase of a manufactured home. candidates will have the opportunity and must be willing to relocate to regional territories when needed.

essential functions:

• assist in any working of deals in encompass from doc prep milestone onward, especially any docs signed or docs signing milestone so we can drive fundings
• assist in working deals, communicating with our internal staff and the rm in the field accordingly to help push for reaching of the overall company budget targets each month.
• assist in marketing efforts to dealers and brokers in the west coast territories to include providing dealers and brokers updated forms and procedures.
• assist new rm to build dealer and marketing list
• assist in handling calls from the west coast territory
• monitor customer feedback and satisfaction to improve service quality and address any issues promptly.
• prepare and present reports to rm's and senior management, highlighting performance metrics, achieved targets, and strategic plan progress.
• attend industry conferences, workshops, and networking events when assigned.
• assist in follow-up calls and emails to dealer and brokers as needed.
• tracking progress of loans getting close to expiration

qualifications:

• bachelor's degree preferred.
• minimum of 1+ years' experience in loan sales, business development, or a related role within the banking or finance industry, preferably with experience in manufactured home loans or mortgage lending.
• proven track record of achieving and exceeding sales targets and business growth objectives.
• strong understanding of the manufactured home market, including regulatory requirements, market trends, and customer needs.
• knowledge of loan origination systems, crm software, and proficiency in ms office suite (excel, powerpoint, word).

competencies:

1. active listening - carefully and respectfully paying attention to what others have to say. expressing interest using appropriate verbal and nonverbal responses. filtering out distractions, withholding judgment and verifying understanding.

2. building business alliances - seeking to understand a client/customer's business and learn more about their personal drivers and motivators. building personal relationships with contacts such that one is viewed as an ally and long-term business consultant rather than solely as a professional acquaintance. communicating regularly and following through on commitments.

3. business and financial acumen - possessing an in-depth knowledge of business and financial terms and concepts. effectively conducting credible, lengthy discussions with business savvy customers about general business issues.

4. closing the sale - engaging in behaviors that result in a written contract or otherwise binding commitment from customers to enter into sales agreements

5. competitive drive - having a strong desire to excel at what one does and to win. setting challenging goals for oneself and working aggressively to achieve those goals.

6. consultative selling - matching the needs of the customer to the available products and services. asking questions to accurately identify the customer's expressed as well as underlying needs. presenting solutions that demonstrate an understanding of customers' business needs and their desire for a timely, cost-effective and value-added response.

7. customer focus - paying careful attention to customer needs and taking action in order to meet or exceed customer expectations. treating customers with a high level of respect and appreciation. effectively handling difficult customer interactions and resolving customer problems.

8. influence - using a variety of persuasion tactics, interpersonal skills, and communication and presentation strategies to convince others to make decisions that are mutually beneficial to all parties involved.

9. initiative - being proactive rather than reactive both in thought and action. being a self-starter rather than waiting for direction from others. seeking out opportunities for continuous learning to expand one's role and increase one's contribution on the job.

10. market awareness - keeping up to date on pertinent markets and using this knowledge to maintain a competitive edge. having a thorough understanding of the industries to which one sells.

11. negotiation - identifying areas of mutual agreement, removing obstacles, addressing opposition and facilitating win-win solutions.

12. presentation skills - using effective verbal and nonverbal communication skills to clearly deliver information to a variety of audiences. being confident and comfortable when speaking in front of groups. making presentations that are clear, engaging and impactful.

13. professionalism - adhering to a set of values for work obligations, formally agreed codes of conduct, and the informal expectations of patients and colleagues. behaving in a way that is indicative of how that organization would want to be portrayed. displays proper grooming techniques in line with position's expectations.

14. prospecting - utilizing a variety of resources to identify potential customers and maintain a pipeline of leads. contacting the appropriate persons and engaging them in a conversation with the purpose of capturing their attention, discovering their needs and introducing the organization and its products and services.

15. sales orientation - continually looking for ways to expand sales rather than passively receiving customer orders. truly adding value to the customer interaction by suggesting additional or better products/services.

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 workstation for prolonged periods of time
• must be able to physically type

accountability:

the person in this role is accountable for achieving sales targets resulting in expanding his or her territory and increasing revenue.

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