Client Services Representative

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 CSR supports the administration and processing of client funding requests and provides customer service levels consistent with the business objectives of the company. Responsibilities include timely communication with clients regarding daily fundings, resolving disputes, verification and risk management in accordance with the risk protocol prescribed.

• 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.
• Submits debtor credit inquiries into database.
• 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 Account Executive 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.

• Associate or Bachelors degree is strongly preferred. Will consider four (4) years of proven customer service experience in lieu of degree.
• Degree and one (1) year of customer service experience in a fast-paced work environment.
• Freight, transportation or general factoring, or logistics industry experience is preferred.

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

Go on. Do it. Apply Today!