General Freight/ Accounts Receivable/ Client Services Representative

Advance Business Capital; Coppell (TX); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical benefits

Vision benefits

Dental benefits

401K plan

Job summary

Advance Business Capital in Coppell, Texas, is seeking a Client Services Representative. In this role, you will support client funding requests and provide exceptional customer service via all communication channels. The position requires a focus on outstanding customer satisfaction and the ability to manage multiple tasks effectively.

A college degree is preferred, but candidates with relevant experience in a customer service setting will also be considered. The company provides competitive compensation, alongside benefits including medical, vision, dental, and 401K.

Qualifications

• Minimum of 3 years’ experience in a fast-paced customer service environment.
• Experience in accounts receivable, operations, and collections.

Responsibilities

• Provide outstanding customer service via phone, email, and writing.
• Review invoices uploaded to ensure completeness.
• Verify invoices with assigned debtors according to protocol.
• Enter verification notes into the operating system.
• Make recommendations to Account Executive on invoice purchases.

Skills

Microsoft Office skills

Professional customer service

Excellent verbal communication

Ability to multi-task

Excellent written communication

Education

College degree preferred or high school diploma with experience

Job description

General Freight/ Accounts Receivable/ Client Services Representative

Advance Business Capital LLC is one of the nation’s leading transportation factoring companies and provides financing options for freight, trucking, and freight broker companies. Founded by truckers for truckers, we provide best-in-class, full service factoring exclusively to for-hire truckers and freight brokers. We were also the first factoring company to receive the P3 (Preferred Platinum Provider) endorsement from the Transportation Intermediaries Association.

Position Summary

The Client Service Representative supports administration and processing of client funding requests and provides customer service levels consistent with the business objectives of the company.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provides outstanding customer service via telephone, email and written correspondence.
• Reviews batches of invoices uploaded into the operating system by Funding Processor to ensure they are complete with invoice images.
• Reviews and ensures proper load documentation is correctly imaged in database. Effectively communicates with client if missing documentation.
• Verification of invoices with the assigned debtor, following prescribed protocol per the Risk Management Program along with industry and client specific requirements.
• Enter verification notes into the operating system.
• Makes recommendation to Account Executive whether to approve, hold or deny purchase of specific invoices based on verification results.
• Follow up on Notice of Assignment (NOA) failures each day. Updating the system with appropriate information to ensure NOA is successfully acknowledged on each debtor’s account.
• Reviews clients’ A/R aging and records NOA acceptance based on payment history.
• Resolution of Open Credits, Post Verifications and Confirmations on accounts as needed.
• Resolution of Disputed Items under the direction of the Account Executive.

EXPERIENCE AND EDUCATION

• A college degree is preferred; will consider high school graduate or equivalent with a minimum of 3 years’ experience in a fast‑paced customer service office environment.
• Experience working in a general business environment including accounts receivable, operations, collections.

SKILLS AND ABILITIES REQUIRED

• Professional customer service and Microsoft Office skills 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.

SALARY AND EMPLOYMENT

• Compensation commensurate with experience, skills, and position responsibilities.
• Company benefits including Medical, Vision, Dental, 401K and others.

Equal Employment Opportunity Statement

Advance Business Capital LLC and Triumph Bancorp, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status or status as a covered veteran in accordance with applicable federal, state and local laws.