Client Experience Specialist I

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.

Essential Duties & Responsibilities

• Provides outstanding customer service by serving well, internally and externally via telephone, email and written correspondence.
• Reviews and corrects client load submissions for regular invoice fundings as well as fuel advances within service level agreements.
• Assists in the onboarding/application processes for various fuel program as well as monitors and reviews fuel program trends and alerts Fuel Account Manager of recommended changes.
• Review and ensure proper load documentation is correctly imaged in database. Effectively communicates with client if missing documentation.
• Verification of freight load with the assigned debtor following prescribed protocol per the Risk Management Program and Risk Rating assigned to client.
• Makes recommendation to Client Experience Specialists whether to approve, hold or deny purchase of specific invoices based on verification and credit results.
• Reviews clients A/R aging, resolution of Disputes, Open Credits, Post Verifications and Confirmations on accounts as needed.
• Provide ongoing client training in Triumphs processes and systems.
• Effectively communicate with team members, debtors, clients and management.
• Participate in a team environment and business culture that optimizes both customer service and risk management disciplines, while pursing joy at work. Be intentional in doing your best and believing the best in your teammates.
• Maintain confidentiality of client information.
• Perform other duties as assigned.

• 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.

• Professional customer service, Microsoft Office skills and Google Suite to effectively process client and collateral requests related to servicing a growing invoice portfolio.
• Ability to multi-task and stay focused at high levels of productivity.
• Ability to provide excellent customer service while meeting funding deadlines.
• Excellent verbal and written communication skills.
• Ability to understand and follow written and verbal instructions and directions given by manager.
• Excellent phone etiquette.
• Bilignual Preferred

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

Go on. Do it. Apply Today!