Collateral Defense Administrator

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.

Position Summary

The Underwriting Administrator provides administrative support to the Underwriting Team.

Essential Duties & Responsibilities

• Setup new clients in Operation System and communicate with the Sales team on missing items prior to funding.

• Monitor missing documentation in Salesforce/PALS (CRM) for new clients.

• Maintain client files such as scanning and filing documentation.

• Maintain, communicate and follow-up with Operations regarding pending items such as tax issues, missing legal documentation, insurance and authority, etc.

• Prepare, manage and communicate all ancillary documents and updated legal documentation.

• Review UCC and Search to Reflect for compliance and confirm corporate and debtor monitoring.

• Prepare and mail Welcome Kits to new clients.

• Monitor SaferWatch for Insurance and Authority changes.

• Monitor monthly tax reports on clients.

• Maintain active/inactive client monitoring.

• Monitor 8821 expirations and update.

• Perform other duties as assigned.

Experience & Education

• High school diploma or equivalent.

• 2+ years’ experience in working administrative duties or support in a high-volume work environment.

• Experience with Uniform Commercial Code (UCC), a plus.

• Experience in factoring or financial services, a plus.

Work Environment

The work environment characteristics described here maybe encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate noise (i.e. business office with computers, phone, and printers, light traffic).

• Ability to work in a confined area.

• Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.

• While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.

• Specific vision abilities are required by this job due to computer work.

• Light to moderate lifting is required.

• Regular, predictable attendance is required.

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We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on.  Do it.  Apply Today!