Inventory Finance Relationship 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

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

Education And/or Work Experience Requirements

• A 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.
• Understanding 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

• A bachelor’s degree in finance or business is preferred but not required.
• Two 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.