27 Sep
|
Triad Financial Services
|
Winnipeg
27 Sep
Triad Financial Services
Winnipeg
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Full Time TORONTO, ON, CA
3 days ago Requisition ID: 1320
Salary: $65,000.00 Annually
Position Summary 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.
Success is measured by booked deals, dealer engagement, portfolio growth, Look-to-Book performance, and dealer satisfaction—not simply call volume.
Primary Responsibilities Dealer Relationship Management
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
Business Development
Increase applications and booked loans from existing dealers
Prospect new dealers assigned by management
Identify opportunities to capture additional market share
Execute monthly sales campaigns and dealer contests
Deal Structuring
Review applications with dealers
Work closely with Underwriting to find a path forward whenever possible
Communicate approvals, stipulations and funding requirements quickly
Educate dealers on maximizing approval odds
Daily activities include
Review and follow-up on turndowns
Re-engagement of inactive dealers
CRM documentation
Key Performance Indicators (KPIs) Performance will be evaluated using:
Production
Monthly Booked Deals
Funded Loan Volume
Applications Submitted
Look-to-Book %
Application-to-Funding %
Active Dealers Contacted
Dealers Funding
New Dealer Activations
Daily outbound activity
Follow-up completion
CRM documentation
Response time
Dealer issue resolution
Required Skills
Relationship builder
Self-motivated
Organized
Ability to manage multiple dealers simultaneously
Professional phone presence
Strong follow-up habits
Problem solving mindset
What Success Looks Like
Is the dealer's first phone call
Understands Source One programs inside and out
Thinks like a business partner—not an order taker
Consistently grows booked loan volume
Core Behaviors Every Inside Sales Representative should embody Source One's values:
Relationships First
– Every dealer interaction builds trust.
Find a Path Forward
– Work collaboratively with underwriting to solve problems whenever possible.
Rapid Communication
– Dealers should never wonder what's happening with their deal.
Own the Dealer Experience
– Take responsibility from application to funding.
Continuous Improvement
– Always look for opportunities to increase applications, approvals, and funded deals.
📌 Inside Sales Representative (Winnipeg)
🏢 Triad Financial Services
📍 Winnipeg