Join Triumph!

At Triumph, we believe the strength of our commitment is reflected in product innovation and the strategic partnerships we've established. That's why we look for team members who work hard to make a difference in their workplace and community. Our goal is to make long-term improvements in everything and everyone we touch. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.

Position Summary:The Operations Support Specialist (OSS) supports 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 & 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 Senior Account Executive.
Verify fuel advances.
Review and ensure proper load documentation is correctly imaged in database. Effectively communicate with client if missing documentation.
Make recommendation to AE or higher whether to approve, hold, or deny 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 pursing 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 & Education

High school diploma or equivalent is required. A bachelor’s or associate degree or some college courses is strongly preferred.
Minimum of (1) year of customer service experience in a fast-paced work environment.
Freight, transportation or general factoring, or logistics industry experience is preferred.
Bi-lingual (Spanish) preferred, but not required.

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 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 manager.
Excellent phone etiquette.

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on. Do it. Apply Today!