Collateral Defense Transition Specialist

2 weeks ago

Coppell, United States Triumph Financial 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

The Collateral Defense Transition Specialist will facilitate the transfer of clients from other factors/lenders to Triumph, ensure legal compliance with audit requirements, review new account setups, complete Uniform Commercial Code filings, and verify that all approval conditions are met prior to funding.

Essential Duties & 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.
  • Perform other tasks as assigned by management.
Experience & Education
  • Bachelor's 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 & 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.
Work Environment

The work environment characteristics described here may be 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.


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

Go on. Do it. Apply Today

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