Job Description

Position Summary: The Client Service Representative I (CSR I) supports the processing of client fuel advances, invoice fundings, and other client-related transactions. Provides customer service levels consistent with the business objectives of the company.  Responsibilities include timely communication with clients regarding fuel advances, daily fundings, resolving rejections, load verifications, and risk management in accordance with the risk protocol prescribed.

Essential Duties and Responsibilities

  • Provide outstanding customer service by serving well, internally, and externally via telephone, email, and written correspondence.  Includes Onboarding, Fuel Advance, and Operations support calls.
  • Upload client documents for new client fundings into factoring software.
  • Review and correct client load submissions for regular invoice fundings as well as fuel advances within service level agreements.
  • Assist in the onboarding/application processes for the fuel advance program as well as monitor and review client fuel advance trends and alert the Senior Account Executive.
  • Verify fuel advances.
  • Review and ensure proper load documentation is correctly imaged in the database. Effectively communicate with clients if missing documentation.
  • Make a recommendation to AE or higher on whether to approve, hold, or deny the purchase of specific invoices based on verification and credit results.
  • Review clients’ A/R aging, resolution of Disputes, Open Credits, Post Verifications, and Confirmations on accounts as needed.
  • Provide and participate in ongoing client training in Triumph’s processes and systems.
  • Effectively communicate with team members, debtors, clients, and management.
  • Participate in a team environment and business culture that optimizes both customer service and risk management disciplines, while pursuing joy at work. Be intentional in doing your best and believing the best in your teammates.
  • Maintain confidentiality of client information.
  • Perform other duties as assigned, including special projects.

Experience and Education

  • A high school diploma or equivalent is required. An associate degree or some college courses are preferred. 
  • Minimum of one (1) year of customer service experience in a fast-paced work environment.
  • Freight, transportation factoring, or logistics industry experience is preferred.
  • Bi-lingual (Spanish) is preferred, but not required.

Skills and 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 the manager.
  • Excellent phone etiquette.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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