Account Executive
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About The Position
Join Triumph! At Triumph, a member of the Triumph Financial portfolio of brands, 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. As an Account Executive, you will manage client relationships, including collateral verification, at production, risk management, and service levels consistent with the business objectives of the company. The Account Executive manages a portfolio of client relationships, with the portfolio size determined by the department manager based on volume, number of clients, and number of teams. You will also be responsible for providing training and guidance to the Client Service Representatives (CSRs) assigned to your team. Your essential duties and responsibilities will include analyzing portfolio performance and ensuring timely submission of client funding requests. You will have purchasing authority limits determined by your department position. Providing outstanding customer service is crucial, as you will serve both internally and externally while maintaining operational controls to prevent portfolio loss exposure. You will maintain ongoing client relationships, keeping informed on business changes, and possess the ability to negotiate and problem-solve effectively. In this role, you will lead well and model humility by providing direction and oversight of verification procedures performed by CSRs, encouraging and empowering your team to excel. Effective communication with team members, debtors, clients, and senior management is essential. You will also provide ongoing client training in Triumph's processes and systems, ensuring a strong understanding of the Risk Management Program and the application of protocol based on client Risk Rating. Additionally, you will maintain portfolio delinquency at acceptable levels, ensuring the overall health of your client relationships.
