Client Services Representative

2 months ago

Hinsdale, United States Triumph Financial Full time
Job Description Position Summary

The CSR supports the administration and processing of client funding requests and provides customer service levels consistent with the business objectives of the company. Responsibilities include timely communication with clients regarding daily fundings, resolving disputes, verification and risk management in accordance with the risk protocol prescribed.

Essential Duties & Responsibilities

  • Provides outstanding customer service by serving well, internally and externally via telephone, email and written correspondence.

  • Reviews the load submissions uploaded by eRoom Funding Processor and corrects any errors.

  • Submits debtor credit inquiries into database.

  • Reviews and ensures proper load documentation is correctly imaged in database. Effectively communicates with client if missing documentation.

  • Verifies freight load with the assigned debtor following prescribed protocol per the Risk Management Program and Risk Rating assigned to client.

  • Makes recommendation to Account Executive whether to approve, hold or deny purchase of specific invoices based on verification and credit results.

  • Reviews clients' A/R aging, resolution of Disputes, Open Credits, Post Verifications and Confirmations on accounts as needed.

  • Provides ongoing client training in Triumph's processes and systems.

  • Effectively communicates with team members, debtors, clients and management.

  • Participates 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.

  • Maintains confidentiality of client information.

  • Performs other duties as assigned.

Experience & Education

  • Associate or Bachelor's 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.

  • Bilingual Serbian or Macedonian required.

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.

#LI-JH1

  • Client Services Associate

    1 week ago

    Hinsdale, United States Connect Search Full time

    A highly successful boutique financial planning and wealth management advisory is hiring Client Services Associate. This administrative support role focuses on fielding phone calls from clients, calendar management, opening accounts, processing firms, money movement, trades, etc. The goal is to provide an excellent client experience. Keys to an interview:...

  • Client Services Associate

    1 week ago

    Hinsdale, United States Connect Search, LLC Full time

    A highly successful boutique financial planning and wealth management advisory is hiring Client Services Associate. This administrative support role focuses on fielding phone calls from clients, calendar management, opening accounts, processing firms, money movement, trades, etc. The goal is to provide an excellent client experience.Keys to an interview:...

  • Automotive Service Representative

    3 weeks ago

    Hinsdale, United States L&O Automotive Full time

    OverviewL&O Automotive is seeking an experienced Automotive Service Representative to join our team. As a key member of our team, you will be responsible for providing exceptional customer service and ensuring seamless communication between customers and technicians.

  • Front End Service Representative

    1 week ago

    Hinsdale, New Hampshire, United States Wal-Mart Stores , Inc. Full time

    **Join Our Team:**We are seeking a highly motivated Front End Service Representative to join our team at Walmart Stores, Inc. in HINSDALE, NH. As a Front End Service Representative, you will be responsible for providing exceptional customer service and ensuring a seamless shopping experience for our customers.About the Role:Provide outstanding customer...

  • Service Excellence Representative

    3 weeks ago

    Hinsdale, Illinois, United States Gibraltar Industries Full time

    About the Role:This is an exciting opportunity to join our team as a Service Excellence Representative. You will be responsible for delivering exceptional customer experiences and ensuring customer satisfaction with products and services.Responsibilities:Customer Experience: Create an optimum experience exceeding customer expectations.Order Management:...

  • Customer Service Representative

    4 days ago

    Hinsdale, United States Gibraltar Industries Full time

    Location: Peoria ILPosition Summary: The Customer Service Representative provides an optimum experience exceeding customer's expectation. This role takes personal responsibility for every order to ensure that the customer's requirements are met from time of initial order receipt until the product is delivered, invoiced and the customer is satisfied. The...

  • Patient Services Representative

    3 weeks ago

    Hinsdale, Illinois, United States AFC Urgent Care Full time

    Job Description:We are seeking an experienced Patient Services Representative to join our dedicated team of professionals. As a key member of our front office team, this individual will be responsible for managing patient interactions, scheduling appointments, and handling administrative tasks.**Responsibilities:**Patient Interaction and Scheduling:Welcome...

  • AdventHealth Patient Services Representative

    1 week ago

    Hinsdale, Illinois, United States UChicago Medicine AdventHealth Great Lakes Full time

    About UChicago Medicine AdventHealth Great LakesAs a leading healthcare provider in the region, UChicago Medicine AdventHealth Great Lakes is dedicated to delivering exceptional patient care and innovative medical services. We're seeking a highly motivated Patient Services Representative to join our Patient Financial Services team.Job Summary:The successful...

  • Account Development Representative

    2 weeks ago

    Hinsdale, Illinois, United States Kratos Business Executives Inc Full time

    About the RoleWe are seeking an Account Development Representative to join our team in Illinois. The successful candidate will have a proven track record in sales and be able to present information in a persuasive manner.As an Account Development Representative, you will be responsible for developing new business opportunities and maintaining existing...

  • Financial Representative Trainee

    1 day ago

    Hinsdale, United States Mutual of Omaha Full time

    Financial Representative Trainee - Starting at $16/hr at Mutual of Omaha summary: The Financial Representative Trainee position offers a dynamic entry-level opportunity in the financial services industry, focusing on Individual Insurance products. This comprehensive program aims to equip trainees with essential skills in financial advice and direct...

  • Financial Representative Trainee

    3 days ago

    Hinsdale, United States Mutual of Omaha Full time

    Financial Representative Trainee - Starting at $16/hr at Mutual of Omaha summary: As a Financial Representative Trainee, you will embark on a dynamic training program designed to equip you with essential sales skills and financial knowledge. You will actively participate in workshops, goal-setting sessions, and gain practical experience in marketing...

  • Financial Representative Trainee

    4 days ago

    Hinsdale, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) -- Chicago. IL at Mutual of Omaha summary: The Financial Representative Trainee position in Chicago, IL, is designed for motivated individuals to kickstart their careers in financial services. Trainees receive a comprehensive education-based program focusing on individual insurance sales and business development,...

  • Home Health Services Director

    2 weeks ago

    Hinsdale, Illinois, United States Inspired Homecare Full time

    We are looking for an experienced Clinical Manager to lead our home health services team. The successful candidate will have a strong background in nursing, excellent communication skills, and the ability to make decisions effectively.Responsibilities:Coordinate patient/client care, integrating orders from relevant physicians into the plan of...

  • Financial Representative Trainee

    10 hours ago

    Hinsdale, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) -- Chicago. IL at Mutual of Omaha summary: As a Financial Representative Trainee in Chicago, IL, you will engage in a comprehensive program designed to develop skills necessary for a career in financial services. This role involves selling Individual Insurance products and building a sustainable financial practice...

  • Financial Representative Trainee

    3 minutes ago

    Hinsdale, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) -- Chicago. IL at Mutual of Omaha summary: The Financial Representative Trainee role is designed for individuals eager to launch a career in the financial services industry. This comprehensive program provides training in selling Individual Insurance products and building a financial practice. Trainees will...

  • Financial Representative Trainee

    1 day ago

    Hinsdale, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) -- Chicago. IL at Mutual of Omaha summary: The Financial Representative Trainee program in Chicago, IL offers an opportunity for driven individuals to jumpstart their careers in the financial services industry. Participants will engage in a comprehensive training experience focusing on selling Individual Insurance...

  • Sales Floor Team Member

    1 month ago

    Hinsdale, New Hampshire, United States Wal-Mart Stores , Inc. Full time

    **Job Description:** As a Guest Service Representative at Walmart, you will be responsible for providing exceptional customer service, operating cash registers, and maintaining a clean and safe shopping environment. This is an exciting opportunity to develop your customer service and sales skills in a dynamic retail environment.**Essential...

  • Clinical Service Representative

    1 week ago

    Hinsdale, Illinois, United States AdventHealth Full time

    Duties and ResponsibilitiesYou will be responsible for:Ensuring patients are appropriately registered for all service lines.Performing eligibility verification, obtaining pre-cert and/or authorizations, making financial arrangements, requesting and receiving payments for services, performing cashiering functions, clearing registration errors and edits...

  • Sales Representative

    3 weeks ago

    Hinsdale, Illinois, United States Kratos Business Executives Inc Full time

    About the RoleKratos Business Executives Inc is a dynamic sales consulting firm seeking a skilled Sales Representative to join our team. This role offers a chance to work with a rapidly expanding company and make a significant impact on sales targets.As a Sales Representative, you will be responsible for developing and maintaining relationships with...

  • Customer Service Representative

    2 weeks ago

    Hinsdale, New Hampshire, United States Sandri Energy, LLC Full time

    About Sandri EnergySandri Energy, LLC is a family-owned company with 18 locations throughout Western Mass, New Hampshire, and Vermont. We pride ourselves on providing safe stores that keep our customers fueled up and on the go.The ideal candidate will have reliable attendance and attention to customer service, as well as ability to accurately process...