Company Description Triumph Business Capital is one of the nation's leading transportation factoring companies and provides financing options for freight, trucking, and freight broker companies. Founded by truckers for truckers, we provide best-in-class, full service factoring exclusively to for-hire truckers and freight brokers. We were also the first factoring company to receive the P3 (Preferred Platinum Provider) endorsement from the Transportation Intermediaries Association.
Job Description
Position Summary: Manage client relationships, including collateral verification, at production, risk management and service levels consistent with the business objectives of the company. The Account Executive manages a portfolio of client relationships, the portfolio size is to be determined by the department manager based on volume, number of clients, and number of teams. Account executives are also responsible for the training and supervision of Client Service Representatives (CSRs).
ESSENTIAL DUTIES AND RESPONSIBILITIES
Analyze portfolio performance and ensure timely submission of client funding requests. Purchasing authority limit determined by department position.
Provide outstanding customer service by serving well, internally and externally, while maintaining operational controls to prevent portfolio loss exposure.
Maintenance of ongoing client relationships keeping informed on business changes with the ability to negotiate and problem solve.
Lead well and model humility by providing direction and oversight of verification procedures performed by CSRs where the team can excel through encouragement and empowerment.
Effectively communicate with team members, debtors, clients and senior management.
Provide ongoing client training in Triumph's processes and systems.
Strong understanding of Risk Management Program and application of protocol based on client Risk Rating.
Maintain portfolio delinquency <5%.
Identify training and development strategies for all reporting staff.
Manage resolution of Disputes, Open credits, Post verifications, and Confirmations on accounts as needed in a timely manner.
Participate in creating a team environment and business culture that optimizes both customer service and risk management disciplines, while pursuing joy at work. Be intentional in doing your best and believing in the best of your team mates.
Daily review and resolution of checks received that are not payable to lender.
May be asked to provide feedback on the annual performance reviews and coaching opportunities for the CSR working on your team.
Perform other duties as assigned.
Maintain confidentiality of information.
WORK ENVIRONMENT
The work environment characteristics described here maybe encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
Ability to work in a confined area.
Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.
While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.
Specific vision abilities are required by this job due to computer work.
Light to moderate lifting is required.
Regular, predictable attendance is required.
Qualifications
EXPERIENCE AND EDUCATION
Bachelor's Degree is strongly preferred. Will consider 5 years of experience in a customer service position of increased responsibility in lieu of degree.
3 to 5 years of customer service experience in a fast-paced work environment.
Knowledge of freight, transportation, and/or logistics industry is preferred.
Previous management experience preferred.
SKILLS AND ABILITIES REQUIRED
Proficient in Microsoft Office suites.
Ability to multi-task and stay focused at high levels of productivity.
Ability to provide excellent customer service, while meeting strict deadlines.
Outstanding communication skills, both written and verbal.
Excellent phone etiquette.
Ability to understand and follow written and verbal instructions.
Additional Information
Triumph Business Capital, Triumph Bancorp, Inc. and its subsidiaries reserve the right to modify this job description at any time, with or without notice. This job description in no way implies that these are the only duties, to be performed by the employee occupying this position. This job description is not an employment contract, implied or otherwise.
Equal Employment Opportunity Statement: Triumph Business Capital and Triumph Bancorp, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.