TBK Bank

Coppell, Texas, United States

Account Verification Specialist

Posted over 1 month ago

Job Description

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 Verification Specialist (AVS) is assigned to a portfolio of clients that is managed by an Account Executive. The AVS supports the administration and processing of client load submissions and provides customer service levels consistent with the business objectives of the company. Job responsibilities include verification of loads that are presented each day for funding and review all information needed to allow invoice creation.

Essential Duties & Responsibilities

  • Provides outstanding customer service by serving well, internally and externally via, telephone, email, and written correspondence.
  • Reviews the load submissions uploaded by eRoom Funding Processor and corrects any errors.
  • Reviews and ensures the proper load documentation is correctly imaged in database. Effectively communicates with the client if missing documentation.
  • Verification of freight load with the assigned debtor following the prescribed protocol outlined in the Risk Management Program and the risk rating assigned to client.
  • Upload any documentation received in the verification process, such as email correspondence or NOA acceptance, to be saved with the invoice images in the system.
  • Makes recommendation to Account Executive whether to approve, hold or deny purchase of specific invoices based on verification and credit results.
  • Effectively communicate with team members, debtors, clients and management.
  • Participate in team environment and business culture that optimizes both customer service and risk management disciplines.
  • Maintain confidentiality of information.
  • Perform other duties as assigned.

Experience & Education

  • High school diploma or equivalent is required. Associate degree or some college courses is strongly preferred.
  • Minimum of (1) year of customer service experience in a fast-paced work environment.
  • Freight, transportation or general factoring, or logistics industry experience is preferred.

Skills & 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.
  • Must be able to work at a fast pace with a high degree of accuracy.

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. 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.

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

Go on. Do it. Apply Today!

OUR BUSINESS

Were a diversified financial service company that provides community banking, national lending and commercial finance solutions. We are also a leading provider of factoring services and an innovator of payment solutions for the transportation industry. Our focus on creating value helps our team members thrive, our customers succeed and our communities prosper.

We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law.

OUR PURPOSE
Every day, we focus on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this - we're Helping People Triumph.

OUR CORE VALUES
Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to:
? Transparency
? Respect
? Investing for the future
? Unique is good
? Mission is more than the money
? People make the difference
? Humility

FOCUS ON SERVING OTHERS

At Triumph, we focus on doing the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is focused in four areas:
? Training future leaders
? Establishing viable communities
? Giving people a second chance
? Serving the less fortunate

We support these initiatives at home and around the world. We partner with entrepreneurs who share our philanthropic priorities, have a history of effective assistance programs and are experts in their fields of service. This allows us to serve in places where we can create the biggest impact.



Posted 30+ Days Ago

Full time

REQ-651

65934428

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