Account Representative Supervisor

Job Description:

This person oversees all aspects of a transportation factoring portfolio team, including direct management of several Account Representatives while also providing backup support as necessary. In addition to supervision, this person will oversee a portfolio of large and complex business relationships, to achieve client and risk management goals for Firstline Funding Group.   

Qualifications: This person should have a Bachelor’s degree, plus five years of related experience or the equivalent. A high level of emotional intelligence and adeptness in managing difficult conversations and navigating change is preferred. Effective communication skills, strong financial acumen, and deep knowledge of accounts receivable financing concepts, including extensive knowledge of market dynamics and factoring industry trends is necessary. Strong organizational and analytical skills are critical, with close attention to detail. Demonstrated ability to provide exceptional customer service while meeting deadlines and managing numerous business clients and major initiatives is key. Experience with Microsoft products and factoring operating system technology is strongly preferred. 

Principal Responsibilities:  

• Lead the team and develop an atmosphere of teamwork, open communication, and unity.  Provide oversight of all services offered.  Actively mentor staff and ensure they are trained, evaluated, and motivated to perform their responsibilities in an effective and progressive manner. 

• Independently oversee daily customer service to ensure that service level agreements are met.  Develop strong client relationships and overall satisfaction by leveraging exceptional service and relationship management skills.  Regularly engage with factoring clients to cultivate deep, meaningful connections through in-depth client interviews and perspective sharing. Serve as a trusted advisor, offering expert guidance on prospective debtors and receivable solutions to enhance client aging performance and overall profitability. 

• Regularly monitor portfolios and identify trends in activity. Mitigate risk and discrepancies on portfolio and promptly take appropriate action to address or correct the issue. Consistently conduct risk assessments and aging assessments. When appropriate, analyze client provided financials for clients within your overall team portfolio. 

• Apply and coach strong credit judgment to evaluate complex credit risks associated with prospective and existing clients. Prepare and present comprehensive credit proposals and recommendations, collaborating with credit and operations teams for prudent risk management, ensuring credit quality and optimal collateral performance.  

• Manage verification levels for each account and funding based on risk.  

• Manage the reserve releases based on payment trends, expectations, and dilution to avoid over advances.  Coach your team to do the same with respect to