Customer Service Representative

2 weeks ago

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

The Client Service Representative supports the administration and processing of client fuel advances, invoice fundings, and other client-related transactions. This role provides customer service levels consistent with the business objectives of Triumph Financial.

Key Responsibilities
  • Timely communication with clients regarding daily fundings, resolving rejections, load verifications, and risk management in accordance with the risk protocol prescribed.
  • Provides outstanding customer service by serving clients, internally and externally, via telephone, email, and written correspondence.
  • Reviews and corrects client load submissions for regular invoice fundings as well as fuel advances within service level agreements.
  • Assists in the onboarding/application processes for various fuel programs and monitors and reviews fuel program trends and alerts the Fuel Account Manager of recommended changes.
  • Reviews and ensures proper load documentation is correctly imaged in the database. Effectively communicates with clients if missing documentation.
  • Verifies freight load with the assigned debtor following prescribed protocol per the Risk Management Program and Risk Rating assigned to the client.
  • Makes recommendations to Client Experience Specialists 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 pursuing joy at work.
  • Maintains confidentiality of client information.
Requirements
  • 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.
  • 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 management.
  • Excellent phone etiquette.

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