Account Executive

3 days ago


Coppell, United States Triumph Full time
Join Triumph At Triumph, a member of the Triumph Financial portfolio of brands, 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 Manage client relationships, including collateral verification, at production, risk management and service levels consistent with the business objectives of the company. The Account Executive manages a portfolio of client relationships, the portfolio size is to be determined by the department manager based on volume, number of clients, and number of teams. Account executives are also responsible for providing training and guidance to the Client Service Representatives (CSRs) assigned to their team. Position Description Essential Duties & Responsibilities include the following. Other duties may be assigned.
  • Analyze portfolio performance and ensure timely submission of client funding requests. Purchasing authority limit determined by department position.
  • Provide outstanding customer service by serving well, internally and externally, while maintaining operational controls to prevent portfolio loss exposure.
  • Maintenance of ongoing client relationships keeping informed on business changes with the ability to negotiate and problem solve.
  • Lead well and model humility by providing direction and oversight of verification procedures performed by CSRs where the team can excel through encouragement and empowerment.
  • Effectively communicate with team members, debtors, clients and senior management.
  • Provide ongoing client training in Triumph’s processes and systems.
  • Strong understanding of Risk Management Program and application of protocol based on client Risk Rating.
  • Maintain portfolio delinquency

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