Account Resolution Specialist

Join Triumph Business Capital!At Triumph Business Capital, we believe the strength of our commitment is reflected in product innovation and the strategic partnerships we've established. That's why we look for team members who work hard to make a difference in their workplace and community. Our goal is to make long-term improvements in everything and everyone we touch. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.

Position Summary:

The Account Resolution Specialist is responsible for effectively managing accounts receivable through the proper evaluation of the debtor risk and the timely resolution of purchased accounts.

Position Description:

Essential duties and responsibilities include the following. Other duties may be assigned.

• Contacts customers and establishes reason for past due account situation.
• Researches and analyzes accounts prior to initiating debtor contact examines historical data, evaluates past resolution efforts.
• Initially, call debtor to receive payment status of invoice(s) up to five days after due date.
• Calls may need to be made prior to payment terms for assurance the needed paperwork has been received by the debtor in order to make a timely payment.
• Makes arrangements for payments to bring the account current and follow up to insure obligation is satisfied.
• Records resolution notes in cadence of the above facts.
• If invoice will be paid short or not at all, gather information necessary for chargeback to client.
• If the Account Resolution Specialist determines the invoice will be paid short, then get the information to notify PM of reason for short payment and amount.
• If debtor will not pay or is being uncooperative, first involve the client in the resolutions process.
• Once an invoice has aged 60 days from the invoice date, notify the AE for possible hold on cash reserves for the amount of the invoice.
• At 60 days from invoice date, a claim could occur on the debtors bond or place a claim with the shipper.
• At 90 days from invoice date, the invoice will be charged back to the clients reserve account.
• Communication and follow up effectively with Portfolio Team members.
• Meet with Team twice a week to discuss debtor issues and/or client paper work.
• Get direction from the Account Executive on problem accounts.
• Other duties and projects, as assigned.

Qualifications:

• High School diploma or equivalent (college degree preferred, but not required).
• 2+ years of relevant experience in a business operations role in a fast-paced organization.
• Previous account resolution/collection experience a plus but not necessary.
• Knowledge of the transportation industry is a plus.

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on. Do it. Apply Today!