Inside Sales Representative

Triad Financial Services, Inc.; Toronto; On-site; CAD 59,000 - 72,000; Full time

Job summary

Source One is seeking an Inside Sales Representative in Toronto to grow loan originations by building strong dealer relationships with RV and Marine dealerships. You will act as the primary contact, help dealers structure finance opportunities, and promote Source One lending programs to increase funded volume.

Responsibilities include managing dealer relationships, developing new business, and coordinating with underwriting to move deals forward, with a focus on timely follow-up and CRM accuracy.

Qualifications

• Relationship builder with dealers.
• Self-motivated and proactive.
• Organized with strong multi-dealer management.
• Able to manage multiple dealers simultaneously.
• Professional phone presence.
• Strong follow-up habits.
• Problem solving mindset.

Responsibilities

• Manage a portfolio of assigned dealerships and build relationships with F&I Managers, Sales Managers and Dealer Principals.
• Increase applications and booked loans; prospect new dealers and opportunities.
• Review applications and coordinate with Underwriting to structure deals.
• Educate dealers on program requirements and funding processes.
• Maintain CRM documentation and timely dealer follow-up.

Skills

Relationship builder

Self-motivated

Organized

Multi-dealer management

Professional phone presence

Follow-up discipline

Problem solving mindset

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

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.
• Fast 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.