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    Account Executive - Glendale, United States - Operation Finance, Inc.

    Operation Finance, Inc.
    Operation Finance, Inc. Glendale, United States

    3 weeks ago

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    Description

    Job Description

    Job Description

    Account Executive Job Description

    Operation Finance dba OperFi is a young and fast-growing company in the transportation finance space. We are veteran owned and veteran friendly.

    We are looking for a competent Account Executive to monitor, service, and manage customer relationships. You'll be directly responsible for the preservation of our customer base. The ideal candidate will be self-sufficient and thrive working independently but also contributing to the greater team mission. We expect you to be a reliable professional able to achieve balance between customer orientation and a results-driven approach.

    The Account Executive monitors the quality of a book of transportation factoring clients to minimize credit losses while increasing the term and profitability of the client/factoring relationship.

    MAJOR RESPONSIBILITIES:

    • Act as the primary point of contact for the client and assess the client's needs.
    • Manage and maintain relationships with factoring clients.
    • Organize documentation and prepare client invoices as needed.
    • Approve daily advances.
    • Monitor collateral quality and collateral trends.
    • Collaborate with inter departments on issues that arise with your book of clients.
    • Manage problem accounts or workouts as needed.
    • Handle other duties as needed.

    EDUCATION AND EXPERIENCE:

    • Education:
      • HS Diploma or equivalent required. Bachelor's Degree in Business preferred.
    • Experience:
      • ·2-4 years in a Customer Service position, Transportation & Logistics, Factoring or commercial finance environment preferred.

    SKILLS:

    • Excellent verbal and written communication skills.
    • Ability to multitask and work in a fast-paced environment.
    • Attention to detail.
    • Ability to work well in a team environment.
    • Problem solving and conflict resolution skills.
    • Knowledge of the trucking industry preferred.
    • Knowledge of Microsoft Office products
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