TBK Bank

Coppell, Texas, United States

Operations Support Specialist (Bilingual-Spanish)

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 Description:

  • Provides outstanding customer service by serving well, internally and externally via telephone, email and written correspondence.
  • Reviews the invoice Rejected queue in Delta and communicates directly with the client regarding the reason for rejection.
  • Handles overflow call volume to our small fleet department.
  • Review and ensure proper load documentation is correctly imaged in database. Effectively communicates with client if missing documentation.
  • Completes post verification from the Post Verify queue in Delta per the Risk Management Program and Risk Rating assigned to client.
  • Reviews Open Credits on accounts as needed.
  • Assists Account Executives as needed on preparing for Portfolio Reviews
  • 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.

Experience & Education:

  • 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.

Skills & Abilities Required:

  • 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.

?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.

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

Go on. Do it. Apply Today!
bf6b59f58576fac6cfbf5f6b3a058e02