Position Overview
Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Business Development Manager to join our team and cover our Texas region.
The incumbent will be responsible for identifying and securing partnerships with depository and non-depository institutions in order to expand Triad's Investor Base. The BDM should have a compelling sales personality while being able to thoroughly demonstrate knowledge of Triad's Business Model to Senior Executives at banks, credit unions, private equity firms, life insurance companies and other potential partners. The BDM will work with various departments within Triad to successfully implement loan purchase program and act as the single point of contact with the financial institution.
Essential Functions:
Develop new and manage lending relationship with financial institutions Execute Convention Strategies by participating in banking, credit union and industry-related conferences Monitor and evaluate industry trends and meet regularly with managers and stakeholders to discuss strategy Generate new leads and referral sources, identify and contact decision-makers, screen potential business opportunities, manage loan programs in line with strategies and facilitate pitch logistics Develop and implement overarching outbound sales and business development strategy, marketing, sales processes, structure and best practices across the company Support deal structure and pricing with business-value analysis, and negotiate mutually acceptable prices for proactive bids and proposals Facilitate Triad-specific due-diligence items with financial institutions to ensure a complete understanding organization, policies and procedures, compliance and various items. Maintain and share professional knowledge through education, networking, events and program presentations Manage proposal response process, including detailed RFP requirements, content creation, and inputs from various sourcesMinimum Qualifications:
MH experience required Bachelor's degree in marketing, business or a similar area About five years of proven sales experience in business or a related area Exceptional communication and presentation skills, both written and verbal, in order to express technical and nontechnical concepts clearly and concisely Technical skills required to create proposals and find solutions to meet client requirements, such as using software programs and machines Excellent organizational skills to meet goals and set priorities Be proactive, organized and handle work under stressful and uncertain environmentsPhysical 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 typePI5dd2c3e6-
Read LessPosition Overview
Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Business Development Manager to join our team and cover our Texas region.
The incumbent will be responsible for identifying and securing partnerships with depository and non-depository institutions in order to expand Triad's Investor Base. The BDM should have a compelling sales personality while being able to thoroughly demonstrate knowledge of Triad's Business Model to Senior Executives at banks, credit unions, private equity firms, life insurance companies and other potential partners. The BDM will work with various departments within Triad to successfully implement loan purchase program and act as the single point of contact with the financial institution.
Essential Functions:
Develop new and manage lending relationship with financial institutions Execute Convention Strategies by participating in banking, credit union and industry-related conferences Monitor and evaluate industry trends and meet regularly with managers and stakeholders to discuss strategy Generate new leads and referral sources, identify and contact decision-makers, screen potential business opportunities, manage loan programs in line with strategies and facilitate pitch logistics Develop and implement overarching outbound sales and business development strategy, marketing, sales processes, structure and best practices across the company Support deal structure and pricing with business-value analysis, and negotiate mutually acceptable prices for proactive bids and proposals Facilitate Triad-specific due-diligence items with financial institutions to ensure a complete understanding organization, policies and procedures, compliance and various items. Maintain and share professional knowledge through education, networking, events and program presentations Manage proposal response process, including detailed RFP requirements, content creation, and inputs from various sourcesMinimum Qualifications:
MH experience required Bachelor's degree in marketing, business or a similar area About five years of proven sales experience in business or a related area Exceptional communication and presentation skills, both written and verbal, in order to express technical and nontechnical concepts clearly and concisely Technical skills required to create proposals and find solutions to meet client requirements, such as using software programs and machines Excellent organizational skills to meet goals and set priorities Be proactive, organized and handle work under stressful and uncertain environmentsPhysical 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 typePIa317a52f9f58-8651
Read LessPosition Overview
Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Business Development Manager to join our team and cover our Texas region.
The incumbent will be responsible for identifying and securing partnerships with depository and non-depository institutions in order to expand Triad's Investor Base. The BDM should have a compelling sales personality while being able to thoroughly demonstrate knowledge of Triad's Business Model to Senior Executives at banks, credit unions, private equity firms, life insurance companies and other potential partners. The BDM will work with various departments within Triad to successfully implement loan purchase program and act as the single point of contact with the financial institution.
Essential Functions:
Develop new and manage lending relationship with financial institutions Execute Convention Strategies by participating in banking, credit union and industry-related conferences Monitor and evaluate industry trends and meet regularly with managers and stakeholders to discuss strategy Generate new leads and referral sources, identify and contact decision-makers, screen potential business opportunities, manage loan programs in line with strategies and facilitate pitch logistics Develop and implement overarching outbound sales and business development strategy, marketing, sales processes, structure and best practices across the company Support deal structure and pricing with business-value analysis, and negotiate mutually acceptable prices for proactive bids and proposals Facilitate Triad-specific due-diligence items with financial institutions to ensure a complete understanding organization, policies and procedures, compliance and various items. Maintain and share professional knowledge through education, networking, events and program presentations Manage proposal response process, including detailed RFP requirements, content creation, and inputs from various sourcesMinimum Qualifications:
MH experience required Bachelor's degree in marketing, business or a similar area About five years of proven sales experience in business or a related area Exceptional communication and presentation skills, both written and verbal, in order to express technical and nontechnical concepts clearly and concisely Technical skills required to create proposals and find solutions to meet client requirements, such as using software programs and machines Excellent organizational skills to meet goals and set priorities Be proactive, organized and handle work under stressful and uncertain environmentsPhysical 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 typePIa317a52f9f58-8651
Read LessPosition Overview
Triad Financial Services is a leading provider of financial services and solutions, serving clients in the US. We are seeking a highly motivated and skilled Closer/Funder to join our growing team.
Essential Functions:
Responsible for the processing of incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers. This includes, but is not necessarily limited to:
Monitor all incoming loan doc requests Ensure all necessary underwriting conditions have been cleared for doc prep Communicate with clients and escrow agents for any additional items needed for doc prep Verify home address is consistent on appraisal, title, and loan tracking system Timely and accurate data entry into loan tracking system Order flood and tax certs from 3rd party vendors Order new home appraisals The accurate and timely processing of contract orders and ordering & reviewing tax and flood certs. Confirm loan information, accurately type, order and review compliance and send package out for signatures. Gather, review and verify conditions, work with brokers, dealers and/or borrowers to get items needed to complete loan package. Works closely with underwriting until all conditions cleared. Under the supervision of the Team Lead, you will be responsible for accurate and timely processing of: A) List of needed conditions to fund to dealer, broker or borrower AND B) Completed loan packages to end lender Re-verifying loan information, confirming loan fits in end lender's parameters and sending completed file to end lender Correcting files and accounting when loans are redirected. Will be first point of contact for Dealers, brokers, borrowers, underwriters, insurance agents and lenders on files submitted. Keep track of conditions and loan expirations. Perform related duties as assigned by supervisor Maintain compliance with all company policies and proceduresMinimum Qualifications:
0 to 2 years of Loan processing experience Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers Excellent computer proficiency (MS Office - Word, Excel and Outlook) Client relationship and customer service experience a plus. Encompass experience a plus Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service Ability to multitask in a high stress environment Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices High school diploma or GED requiredPI71b1564ca4ab-8830
Read LessThe Loan Experience Manager is responsible for overseeing the end-to-end borrower and client experience throughout the loan lifecycle, from conditions processing through closing. This role serves as the primary point of contact for internal stakeholders and external business partners, ensuring timely communication, process efficiency, and a seamless loan journey.
The Loan Experience Manager partners closely with originations, underwriting, and closing teams to proactively manage pipelines, resolve issues, and deliver a consistent, high-quality customer experience.
Key Responsibilities
Pipeline & Process Management
Manage a pipeline of loans from conditional approval through closingMonitor loan progress, identifying risks, bottlenecks, and aging conditionsEnsure all milestones are met in accordance with service level expectationsCoordinate across departments to maintain efficient loan movementClient & Partner Experience
Serve as a primary point of contact for business partners, borrowers, and internal teamsProvide proactive updates on loan status, expectations, and timelinesDeliver a high-touch, service-oriented experience that builds trust and retentionAddress and resolve escalations quickly and professionallyCross-Functional Coordination
Collaborate withloan originations,underwritingandclosing teams to clear conditions and advance filesFacilitate communication between stakeholders to ensure alignmentonfile status and requirements Support originations teams in managing client expectations and deal structuringOperational Excellence
Identify process gaps and recommend improvements to enhance efficiency and customer satisfactionEnsure compliance with company policies, procedures, and regulatory requirements Maintain data accuracy within LOS and supporting systemsPI6-
Read LessPosition Overview
Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Data Analytics & Reporting Manager to join our growing team. The Data Analytics & Reporting Manager is responsible for managing business intelligence (“BI”), data analytics, and reporting for mortgage operations. You will manage and direct strategy over a multi-disciplinary team of business/systems analysts, data analysts, and report analysts in developing, implementing, and supporting Mortgage Operations BI, reporting and dashboard solutions.
You will develop enterprise strategies and roadmaps to standardize, integrate, develop, and implement common solutions to support business transformation and process improvement initiatives. You are responsible for ensuring the successful execution of initiatives while providing reliable day-to-day data support for application and business processes.
Essential Functions:
Directs the design, development, maintenance, and support of data analytics, reporting, and business intelligence solutions that meet business needs.Provide strategic and operational leadership, planning, analysis, and business process support for the following types of processes/systems:Business IntelligenceKey Performance IndicatorsBusiness Analytics, Dashboards, and ReportingDecision Support SystemsProvide direction and leadership regarding system solution planning, systems analysis, systems design, database modeling, systems construction and systems testing.Work closely with stakeholders to understand their needs, expectations, and insights requirements.Work with stakeholders and executive leadership to define, develop and maintain Key Performance Indicators.Develop multi-year roadmaps, incorporating business priorities, strategy, and technology standards.Manage the day-to-day production support for all BI and reporting systems.Achieve continuous improvement in services via implementation of monitoring solutions and process improvements.Develop budgets and financial reports as necessary to support ongoing maintenance and development of existing systems and applications.Works with the IT management team on overall application vision and strategy to ensure continuous flow of accurate and timely data.Recruit, develop, retain, and motivate a reporting, analytics, and BI team operating at a high-performance level.Education and/or Work Experience Requirements:
5+ years of experience in the mortgage industry or other financial services industry.7+ years of experience within a management role.Experience with SQL, SSIS, SSRS, Access and Excel is required.Prefer some Project Management experience.Consistently demonstrates clear and concise written and verbal communication.Comprehensive knowledge of design metrics, analytics tools, benchmarking activities and related reporting to identify best practices.Demonstrated analytic/diagnostic skills.Ability to work independently, multi-task, and take ownership of various parts of a project or initiative.Ability to work under pressure and manage tight deadlines or unexpected changes in expectations or requirements.Proven track record of operational process change and improvement Read Less
