New Client Coordinator II

Love's Travel Stops & Country Stores • Oklahoma City, OK

13d

About The Position

The New Client Coordinator II performs duties related to the new client onboarding process for Love’s Financial Factoring Solutions. The role sets up clients in Cadence software, communicates with clients about the factoring process, provides training, reviews invoice documentation, purchases invoice schedules, and coordinates the hand-off to a permanent Account Representative.

Requirements

• High school diploma or equivalent.
• 1–3 years of experience in factoring, commercial finance, or collateral analysis.
• Excellent verbal and written communication skills.
• Attention to detail.
• Proficiency in Microsoft Office.
• Proficiency with Cadence software.
• Ability to reprioritize tasks throughout the day.
• Prolonged sitting, some bending and stooping; occasional lifting up to 25 pounds; manual dexterity to operate a computer keyboard and calculator; and normal hearing and vision.

Nice To Haves

• Bachelor’s degree in Business or a related field.
• Knowledge of the trucking industry.

Responsibilities

• Set up new clients in Cadence software.
• Generate welcome emails for each new client.
• Communicate with new clients to ensure they understand all aspects of the factoring process.
• Train new clients on invoice purchasing processes and ClientWeb and Mobile App navigation.
• Review invoices and supporting documents for accuracy and completeness.
• Purchase invoice schedules.
• Initiate the hand-off process to move new clients to a permanent Account Representative.
• Handle other duties as assigned.

Benefits

• Company-funded tuition assistance
• Paid time off
• 401(k) with 100% match up to 5%
• Medical, dental, and vision insurance beginning the first of the month after 30 days
• Competitive pay
• Career development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED