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Client Services Representative (Bilingual - Spanish) Triumph Financial Job Description Position Summary: The CSR supports the administration and 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 in English and in Spanish with clients regarding daily fundings, resolving rejections, load verifications and risk management in accordance with the risk protocol prescribed.
Essential Duties & Responsibilities
Provides outstanding customer service by serving well, 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 program as well as monitors and reviews fuel program trends and alerts Fuel Account Manager of recommended changes.
Reviews and ensures proper load documentation is correctly imaged in database. Effectively communicates with client if missing documentation.
Verifies freight load with the assigned debtor following prescribed protocol per the Risk Management Program and Risk Rating assigned to client.
Makes recommendation 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.
Communicates effectively 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 pursing joy at work. Be intentional in doing your best and believing the best in your teammates.
Maintains confidentiality of client information.
Performs other duties as assigned.
Experience & Education
Associate or Bachelor's degree is strongly preferred. Will consider four (4) years of proven customer service experience in lieu of degree.
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.
Skills & 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 with elevated 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 manager.
Excellent phone etiquette.
Bilingual Spanish.
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.
#LI-CR1
Dallas, TX, US, 75215Posted 16 hours ago Driver. MV Transportation Must have a current and valid Driver's License with minimum of three (3) years good driving record/history Strong commitment to providing excellent customer service Ability to communicate in English; written and verbal AM and PM shifts are available No resume necessary Interviews by appointment ONLY due to COVID-19 safetyprecautions: Please call MV Transportation is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, physical or mental disability, veteran or military status, genetic information or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances. The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants. Where permissible under applicable state and local law, applicants may be subject to a pre-employment drug test and background check after receiving a conditional offer of employment. #CB Corpus Christi, TX, US, 78405Posted 16 hours ago Boat Manager. Bass Pro, LLC The Boat Manager supervises the Boat & ATV Department within a BPS or Free-Standing Store location to include sales, finance, service, parts, merchandise presentation, inventory control, pricing, sales enhancements, staff selection and development and customer service activities. Allen, TX, US, 75013Posted 20 hours ago Receiving Clerk - Full Time. Bass Pro, LLC The Receiving Clerk performs work in the Receiving area of the store to include merchandise stocking, inventory control, pricing and, merchandise returns. ESSENTIAL FUNCTIONS: Supports a strong commitment to world class customer service and ensures a pleasant and productive shopping experience for all customers. Unloads trucks, stocks merchandise, tickets merchandise and processes returns. Maintains Receiving area layout as set by the Corporate Office. Interacts with other associates in a friendly, positive and professional manner. Keeps work area clean, neat and safe. Follows all Company Policies and Procedures. Remains knowledgeable of advertised sales. ALL OTHER DUTIES AS ASSIGNED EXPERIENCE/QUALIFICATIONS: Minimum Degree Required: High school diploma or equivalent experience. KNOWLEDGE, SKILLS, AND ABILITY: Ability to perform simple math (arithmetic, subtraction, multiplication) Ability to communicate in a friendly and professional manner to our customers and other associates Ability to establish and maintain effective working relationships with Management, coworkers and customers TRAVEL REQUIREMENTS: N/A PHYSICAL REQUIREMENTS: Constantly move, lift and carry objects up to 50 pounds Constantly stand and/or walk for prolonged periods Constantly repeat motions that may include the wrists, hands and/or fingers Frequently ascend or descend ladders, stairs, ramps, etc. Occasionally operate machinery and/or power tools Occasionally operate motor vehicles or heavy equipment Occasionally communicate with others to exchange information Occasionally move objects up to 100 pounds or more Occasionally work in tight and confined spaces Occasionally work in low or high temperatures Occasionally work in outdoor elements such as precipitation and wind Occasionally work in noisy environments Occasionally work in hazardous conditions Occasionally work in small and/or enclosed spaces INDEPENDENT JUDGEMENT : Performs tasks and duties under general supervision, using established procedures and innovation. Chooses from limited alternatives to resolve problems. Occasional independent judgment is required to complete work assignments. Often makes recommendations to work procedures, policies, and practices. Full Time Benefits Summary: Enjoy discounts on retail merchandise, our restaurants, world-class resorts and conservation attractions! Medical Dental Vision Health Savings Account Flexible Spending Account Voluntary benefits 401k Retirement Savings Paid holidays Paid vacation Paid sick time Bass Pro Cares Fund And more! Bass Pro Shops is an equal opportunity employer. Hiring decisions are administered without regard to race, color, creed, religion, sex, pregnancy, sexual orientation, gender identity, age, national origin, ancestry, citizenship status, disability, veteran status, genetic information, or any other basis protected by applicable federal, state or local law. Reasonable Accommodations Qualified individuals with known disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. If you need a reasonable accommodation for any part of the application process, please visit your nearest location or contact us at . Cabela's League City, TX, US, 77574Posted 20 hours ago Strategic Sourcing Analyst (Logistics -Airfreight) Cisco Systems, Inc. Be the counterpart and soundboard for the PM&S Sourcing Managers on Global Transport and Warehousing. Align on sourcing analytics and key parameters with the Global Logistics Planning function. Connect with Logistic Partners to assemble and validate information (Market and/or Cisco specific). Executive level engagement with Services & Logistics leadership. Lead application development and maintenance (incl. Data management), and therefore actively engage with application support community. 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Conroe, TX, US, 77303Posted 21 hours ago Supply Chain Coordinator. Williams-Sonoma, Inc. You will be part of the Inventory Planning organization is responsible for the strategic planning of inventory positions to drive sales, manage inventory turn and meet or exceed financial targets for your area of responsibility. Inventory associates are innovators, optimizers and problem solvers who are constantly seeking opportunities to move the business forward. You will collaborate with other business functions to support a product strategy intended to meet our customer's needs. The Colony, TX, US, 75056Posted 21 hours ago Warehouse Supervisor - Nights. Niagara Bottling, LLC Please note this job description is not designed to contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without prior notice. Dallas, TX, US, 75215Posted 21 hours ago TLS Production Track Team Member. Toyota Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world's most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality solutions designed to enhance lives and delight those we serve. We're looking for diverse, talented team members who want to Dream. Do. Grow. with us. San Antonio, TX, US, 78208Posted 21 hours ago Client Services Representative (Bilingual - Spanish) Triumph Financial |
Dallas, TX, US, 75215 Salary Range: $25,000 – $35,000 Salary range estimated by Zippia Apply Now Description
Job Description Position Summary: The CSR supports the administration and 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 in English and in Spanish with clients regarding daily fundings, resolving rejections, load verifications and risk management in accordance with the risk protocol prescribed.
Essential Duties & Responsibilities
Provides outstanding customer service by serving well, 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 program as well as monitors and reviews fuel program trends and alerts Fuel Account Manager of recommended changes.
Reviews and ensures proper load documentation is correctly imaged in database. Effectively communicates with client if missing documentation.
Verifies freight load with the assigned debtor following prescribed protocol per the Risk Management Program and Risk Rating assigned to client.
Makes recommendation 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.
Communicates effectively 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 pursing joy at work. Be intentional in doing your best and believing the best in your teammates.
Maintains confidentiality of client information.
Performs other duties as assigned.
Experience & Education
Associate or Bachelor's degree is strongly preferred. Will consider four (4) years of proven customer service experience in lieu of degree.
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.
Skills & 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 with elevated 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 manager.
Excellent phone etiquette.
Bilingual Spanish.
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.
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