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Bilingual New Client Coordinator

Loves


Location:
Oklahoma City, OK
Date:
05/22/2017
Job Code:
 79201
Categories:
  • Financial Services
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Job Details

Bilingual New Client Coordinator
Bilingual New Client Coordinator
Location:  Oklahoma City, OK, US, 73120

Req ID: 79201

BASIC PURPOSE:   Performs all duties related to the new client onboarding process.        

 

MAJOR RESPONSIBILITIES:

  • Set-up new clients in Cadence software.
  • Generate bill of sale & welcome emails for each new client.
  • Communicates with new clients to ensure understanding of all aspects of the factoring process.
  • Trains new clients on invoice purchasing processes and ClientWeb navigation.
  • Reviews invoices and supporting docs for accuracy and completeness.
  • Purchase invoice schedules.
  • Initiates the hand-off process to move new clients to permanent Account Representative.
  • Other duties assigned as needed.

 

EDUCATION AND EXPERIENCE:

  • Education:
    • HS Diploma or equivalent required; Bachelor’s Degree in Business or related field preferred.
  • Experience:
  • 1-3 years factoring or commercial finance collateral analysis preferred. Bank teller experience will be considered.

 

SKILLS AND PHYSICAL DEMANDS:

  • Skills:
    • Excellent verbal and written communication skills.
    • Detail oriented.
    • Proficient in Microsoft Office.
    • Knowledge of the trucking industry preferred.
    • Able to reprioritize tasks throughout the day.

 

  • Typical Physical Demands:
    • Requires prolonged sitting, some bending and stooping.
    • Occasional lifting up to 25 pounds.
    • Manual dexterity sufficient to operate a computer keyboard and calculator.
    • Requires normal range of hearing and vision. 

 

Job Function(s): Administrative

Founded in 1964 by Tom Love, Love’s Family of Companies is headquartered in Oklahoma City, Oklahoma, and remains entirely family owned and operated. With more than 300 locations in 40 states, Love’s approximate growth rate is 20 stores per year. Love’s has consistently ranked in the top 10 on Forbes’ Magazine’s annual listing of America’s largest privately held companies. From the first filling station in Watonga, Oklahoma, the Love’s commitment has remained the same: “Clean Places, Friendly Faces.”

The Love's Experience

Love’s was founded in 1964 on the values of integrity, customer focus, strong work ethic, innovation and perseverance. We are looking for these in every person we hire. No matter what job you do for Love’s, your commitment these values will not only continue our legacy of growth, it will also ensure your successful career.

Taking care of our customers and taking care of our people every day!

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