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Account Manager

2 months ago


Coppell, Texas, United States Triumph Financial Full time
Job Summary

We are seeking a highly skilled and experienced Account Executive to join our team at Triumph Financial. As an Account Executive, you will be responsible for managing client relationships, analyzing portfolio performance, and providing exceptional customer service.

Key Responsibilities
  • Client Relationship Management
    • Analyze portfolio performance and ensure timely submission of client funding requests.
    • Provide outstanding customer service by serving clients well, both internally and externally, while maintaining operational controls to prevent portfolio loss exposure.
    • Maintain ongoing client relationships, keeping informed on business changes and able to negotiate and problem solve.
  • Leadership and Team Management
    • Lead well and model humility by providing direction and oversight of verification procedures performed by Client Service Representatives.
    • Identify training and development strategies for all reporting staff.
  • Risk Management and Compliance
    • Strong understanding of Risk Management Program and application of protocol based on client Risk Rating.
    • Maintain portfolio delinquency