Account Executive II

• Responsible for handling larger and more complex factoring relationships and portfolio size
• Manage relationships with clients specializing (but not limited to) in TL, LTL, Autohauling, Sand, Warehousing, Intermodal moves
• Provide courteous, timely and effective customer service to both internal and external customers
• Manage assigned portfolio through complete and current knowledge of client’s business operations, AR performance and industry trends
• Identify/escalate suspicious/inconsistent activities, overall account performance and any over-advance issues to management timely
• Responsible for ensuring all invoices funded comply with approved program structure
• Propose changes to client structure including contract terms, advance structure, and client risk ratings
• Resolve factoring service problems, control operational costs and minimize loss of clients to competition
• Interact with the Operations Team to ensure daily procedures and workflow are consistent
• Maintain a portfolio of accounts with outstanding NFE >$5 million to be measured at each quarter end

• High School Graduate or equivalent
• 3 years factoring experience
• Excellent written and verbal communication, and interpersonal skills
• Excellent customer service skills
• Strong attention to detail
• Good mathematical skills
• Ability to prioritize and handle multiple tasks simultaneously
• Ability to meet deadlines and manage expectations in a fast-paced work environment
• Experience with MS Office (Word, Excel, Outlook)
• Knowledge of Cadence/Factorsoft is a plus

Demonstrates expertise in managing complex factoring relationships and portfolios, ensuring compliance with program structures while providing exceptional customer service. Proficient in analyzing account performance and industry trends to propose strategic changes and resolve operational issues.

• Factoring Experience
• Customer Service Skills
• Attention to Detail
• MS Office Proficiency
• Mathematical Skills

• Factoring
• Portfolio Management
• Account Analysis
• Contract Structuring
• Risk Assessment

• Communication Skills
• Interpersonal Skills
• Time Management
• Problem Solving
• Multi-tasking

• Transportation Logistics
• LTL
• TL
• Autohauling
• Warehousing
• Intermodal Moves

• MS Office
• Cadence
• Factorsoft