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.
Essential Duties and Responsibilities
- Complete incoming buyouts - communicate with the incumbent factor, sales team, and operations team throughout the process to obtain all necessary documentation
- Obtain subordination agreements from other lenders (banks, equipment lenders, merchant cash advance lenders, etc.)
- Obtain UCC terminations and release letters from other factors/lenders as necessary
- Review new client account setups for accuracy in Delta system
- File Uniform Commercial Code (UCC) statements with the Secretary of State offices (initial financing statements, termination statements, assignments, and amendments)
- Review approval conditions and ensure that all have been met prior to funding
- Communicate with sales and operations teams regarding pending items needed for funding
- Maintain notes and records in Salesforce and Delta systems
- Other tasks as assigned by management.
Experience and Education
- Bachelors degree is preferred. Will consider equivalent work experience in lieu of degree.
- 1-3 years of experience in underwriting or risk analysis a plus.
- Experience in transportation factoring is preferred.
- Experience with Uniform Commercial Code (UCC), 3 years + experience.
- Experience in financial services a plus
Skills and Abilities Required
- Demonstrate initiative and be able to work independently and as part of the team.
- Strong work ethic and organizational skills.
- Must be proficient in Microsoft Word and Excel.
- Ability to handle multiple tasks while maintaining attention to detail.
- Strong professional communication skills.
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