- Provide outstanding customer service 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 when needed.
- Verify fuel advances and any other charges/fees.
- Review and ensure proper load documentation is correctly imaged in database. Effectively communicate with client if missing documentation.
- Make recommendation to Account Executive or higher whether to approve, hold, or deny purchase of specific invoices based on verification, credit results or suspicion of fraud.
- 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 Rubber Duck Funding Corporations processes and systems.
- Effectively communicate with team members, debtors, clients, and management both verbally and in writing.
- Participate in a team environment and business culture that optimizes both customer service and risk management disciplines, while pursuing a positive and team environment.
- Maintain confidentiality of information.
- Perform other duties as assigned, including special projects.
- High school diploma or equivalent is required.
- 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.
- Professional customer service, Microsoft Office/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.
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Factoring Processing Agent - Fort Worth, United States - 1836 Logistics
Description
We are seeking a Factoring Processing Agent join the team full-time in our Fort Worth office. The Factoring Processing Agent 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.As a full-time employee, this person will be eligible to receive company health, vision, and dental insurance. We also offer a Simple IRA retirement plan with company matching on the first 3% of the employee's pay.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Cedar Bluff Transport is an 11-year-old, family-owned hauler of agricultural commodities. We started as a family farm and ranch but have grown to have quite a few trucks running in Texas, Oklahoma, Kansas, Iowa and Nebraska. We have a great base of customers who give us a tremendous number of loads all year long.We are small enough that everyone feels like part of the family but large enough to offer benefits like health insurance and a retirement plan with company matching.We hire drivers throughout our route system and they park their trucks near their home for the weekend.
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