Freight/Transportation/Logistics Client Services Representative

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 AND 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.
• Review and ensure proper load documentation is correctly imaged in database. Effectively communicates with client if missing documentation.
• Verification of 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.
• Provide 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 pursing joy at work. Be intentional in doing your best and believing the best in your teammates.
• Maintain confidentiality of information.
• Perform other duties as assigned.

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.

Qualifications

EXPERIENCE AND EDUCATION

• High School diploma or equivalent required; Associates or Bachelor’s Degree is preferred.
• 2 to 3 years of customer service experience in a fast-paced work environment.
• Knowledge of freight, transportation, and/or logistics industry is preferred.

SKILLS AND ABILITIES REQUIRED

• Proficient in Microsoft Office suites.
• Ability to multi-task and stay focused at high levels of productivity.
• Ability to provide excellent customer service, while meeting strict deadlines.
• Outstanding communication skills, both written and verbal.
• Excellent phone etiquette.
• Ability to understand and follow written and verbal instructions.
• Must be able to work at a fast pace with a high degree of accuracy.

Additional Information

Triumph Business Capital, Triumph Bancorp, Inc. and its subsidiaries reserve the right to modify this job description at any time, with or without notice. This job description in no way implies that these are the only duties, to be performed by the employee occupying this position. This job description is not an employment contract, implied or otherwise.

Equal Employment Opportunity Statement: Triumph Business Capital and Triumph Bancorp, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.