Account Verification Specialist (multiple openings) at Triumph Financial, Inc.

El Paso, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Jan, 26

Salary

0.0

Posted On

02 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Attention To Detail, Communication Skills, Microsoft Office, Multi-tasking, Problem Solving, Documentation Review, Fraud Prevention, Team Collaboration, Confidentiality, Time Management, Fast-paced Work, Written Instructions, Verbal Instructions, Phone Etiquette

Industry

Financial Services

Description

Join Triumph! At Triumph, our vision is a world where freight transactions are accurate and seamless on the most modern and secure freight transaction network. That’s why we’re looking for passionate, innovative, solutions-oriented people to join our team. We thrive on providing exceptional customer service and we look for team members with an entrepreneurial spirit and a passion to build successful partnerships with our clients. Because at the end of the day our goal is to help our partners businesses run better. Position Summary: The Account Verification Specialist (AVS) is assigned to a portfolio of clients that is managed by an Account Executive. The AVS supports the administration and processing of client load submissions and provides customer service levels consistent with the business objectives of the company. Job responsibilities include verification of loads that are presented each day for funding and review all documentation and information needed to process an invoice. Essential Duties & 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. Reviews and ensures the proper load documentation is correctly imaged in database. Effectively communicates with the client if missing documentation. Verification of freight load with the assigned debtor following the prescribed protocol outlined in the Risk Management Program and the risk rating assigned to client. Upload any documentation received in the verification process, such as email correspondence or NOA acceptance, to be saved with the invoice images in the system. Makes recommendation to Account Executive whether to approve, hold or deny purchase of specific invoices based on verification and credit results. Effectively communicate with team members, debtors, clients and management. Participate in team environment and business culture that optimizes both customer service and risk management disciplines. Maintain confidentiality of information. Perform other duties as assigned. Detail review and analyzation of documents to avoid loss and/or fraud. Experience & Education High school diploma or equivalent is required. 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, freight broker, factoring or logistics industry experience is preferred. Skills & 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. Outstanding attention to detail. 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. Work Environment The work environment characteristics described here may be 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-JH1 We offer Medical, Dental, Vision, Paid Time Off, 401k and much more. Go on. Do it. Apply Today! OUR BUSINESS Triumph is a financial and technology company focused on payments, factoring, intelligence and banking. We are pioneering solutions that serve the transportation industry. Through the Triumph brand, our customers gain unrivaled efficiency, transparent and secure transactions, and improved access to working capital. Through TBK Bank, we provide personal and business banking solutions that strengthen local communities and fortify our transportation business. We create value by driving businesses and communities of all sizes toward the future. We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law. As a member of the Triumph team, you’re at the heart of an innovative, forward-thinking company that values collaboration, creativity and continuous learning. You’re not just an employee — you’re part of a team shaping the future. Being part of Triumph means striving for excellence while delivering with humility. OUR CORE VALUES Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to: Transparency Respect Invest for the future Unique is good Mission is more than money People make the difference Humility FOCUS ON SERVING OTHERS At Triumph, we strive to do the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is centered on four areas: Advocating for safety and justice Providing access to basic needs Supporting families Transforming communities

Responsibilities

The Account Verification Specialist verifies loads presented for funding and reviews documentation needed to process invoices. They provide customer service and support to clients while maintaining compliance with company objectives.