Account Executive
6 days ago
Account Executive Job Description
Operation Finance dba OperFi is a young and fast-growing company in the transportation finance space. We are veteran owned and veteran friendly.
We are looking for a competent Account Executive to monitor, service, and manage customer relationships. You’ll be directly responsible for the preservation of our customer base. The ideal candidate will be self-sufficient and thrive working independently but also contributing to the greater team mission. We expect you to be a reliable professional able to achieve balance between customer orientation and a results-driven approach.
The Account Executive monitors the quality of a book of transportation factoring clients to minimize credit losses while increasing the term and profitability of the client/factoring relationship.
MAJOR RESPONSIBILITIES:
- Act as the primary point of contact for the client and assess the client’s needs.
- Manage and maintain relationships with factoring clients.
- Organize documentation and prepare client invoices as needed.
- Approve daily advances.
- Monitor collateral quality and collateral trends.
- Collaborate with inter departments on issues that arise with your book of clients.
- Manage problem accounts or workouts as needed.
- Handle other duties as needed.
EDUCATION AND EXPERIENCE:
- Education:
- HS Diploma or equivalent required. Bachelor’s Degree in Business preferred.
- Experience:
- ·2-4 years in a Customer Service position, Transportation & Logistics, Factoring or commercial finance environment preferred.
SKILLS:
- Excellent verbal and written communication skills.
- Ability to multitask and work in a fast-paced environment.
- Attention to detail.
- Ability to work well in a team environment.
- Problem solving and conflict resolution skills.
- Knowledge of the trucking industry preferred.
- Knowledge of Microsoft Office products
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