Samantha Carrion

New Business Liaison at Triad Partners

Samantha Carrion has extensive experience in the financial industry, starting as a Loan Processor at CoreFirst Bank & Trust before moving on to roles such as Loan Servicing Representative. Samantha then transitioned to Advisors Excel, where Samantha held various titles including Annuity Specialist and eventually Advisor Service Manager. Currently, Samantha serves as a New Business Liaison at Triad Partners. Throughout their career, Samantha has demonstrated strong attention to detail in reviewing loan documents and inputting information accurately into internal bank systems.

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Timeline

  • New Business Liaison

    May, 2022 - present