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Account Executive Transportation Logistics

4 months ago

Glendale, United States Operation Finance, Inc. Full time
Job Description

Job Description

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