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Triad Financial Services, Inc.

Commercial Finance Specialist

Triad Financial Services, Inc.

Commercial Finance Relationship Specialist managing credit lines and fostering relationships at Triad Financial Services. Requires degree in finance/business and 2 years experience in financial services.

Posted 7/23/2026full-timeJacksonville • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing credit lines and fostering relationships within the financial services industry, with strong organizational and communication skills. Proficient in document preparation and review using Microsoft Office products.

Highest-signal resume keywords
Bachelor’s Degree In Finance Or Business2 Years Experience In Financial ServicesDocument Preparation And ReviewCustomer Service PrinciplesProprietary Computer System Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Credit Line ManagementFinancial Services ExperienceDocument PreparationReport ReviewMicrosoft Office Proficiency
Soft Skills
Organizational SkillsClerical SkillsNumeric SkillsOral Communication SkillsWritten Communication Skills
Tools & Technologies
Proprietary Computer System
Industry Keywords
Financial ServicesCustomer Service

About the role

Key responsibilities & impact
  • Triad Financial Services is seeking a Commercial Finance Relationship Specialist I. Responsibilities include managing credit lines and fostering relations with manufacturers. Must have a degree in finance or business and 2 years experience in financial services.

Requirements

What you’ll need
  • Bachelor’s degree in finance or business is preferred but not required.
  • 2 years prior work experience in financial services industry is preferred.
  • Quick learn of the proprietary computer system used to manage the accounts.
  • Preparation or review ability of documents and reports using Microsoft Office based products.
  • Good organizational, clerical, numeric, oral and written language skills.
  • Knowledge of customer service principles and practices.

Benefits

Comp & perks
  • Ability to safely and successfully perform the essential job functions consistent with ADA, FMLA and other federal, state and local standards.
  • Must maintain regular punctual attendance consistent with ADA, FMLA and other federal, state and local standards.