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Now Hiring - Financial Services Account Coordinator in Roswell, GA

Financial Services Account Coordinator in Roswell, GA

OTR Solutions
Base Salary $37K - $53K
Total Comp: NA
Qualifications Years In Sales
Industry: Financial Services
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Financial Transaction Processing
To Whom Financial Services
Location: Roswell, GA
3.9

OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class financial organization.

OTR has been recognized as a "Top Workplace" by the Atlanta Journal-Constitution since 2016!

As an Account Coordinator, you will be responsible for growing and sustaining our business primarily through handling the operational aspects of client payables. Day-to-day activities will revolve around processing invoices for client payment, managing client needs with exceptional customer service, and working closely with a team to complete daily task. This position will require a positive and coachable attitude to be successful.

Responsibilities:

  • Be a knowledgeable resource for client questions regarding their account, billing inquires, and general factoring information
  • Assist team with auditing client invoices in a timely and efficient manner.
  • Using independent judgement and discretion, assist the team in trouble shooting client issues with paperwork.
  • Responsible for fielding client calls and deescalate client issues through the highest levels of customer service.
  • Proactively help clients with strong communication and problem solving to ensure timely payments.
  • Assess and aide clients on invoice issues that need additional paperwork or clarification
  • Communicate within the team about operations activities in order to meet daily deadlines
  • Maintain financial security by following internal controls

What we look for:

  • Bachelor's degree in Business or related field
  • Focus on Client experience
  • Proficiency in MS Excel and related computer knowledge
  • Exceptional communication, organizational, and problem-solving skills
  • Coachability to learn a dynamic growing industry
  • Team player with multi-tasking and prioritizing abilities

Perks and Benefits:
OTR provides a competitive, comprehensive compensation package for our full-time employees:
  • Eligibility for Individual and Company bonus programs
  • Medical, Dental, Vision, Life/ AD&D Insurance, Short-Term Disability
  • Pet Insurance, Paid Family Leave, Employee Assistance Program
  • Fully Paid Maternity Leave
  • 401(k) with Company Matching
  • Generous PTO, Sick/Mental Health Days, Flex Holidays + Company Paid Holidays
  • Travel Stipend to support Work Life Balance
  • Leadership Development and Training
  • Continuous Learning + Professional enhancements
  • Weekly Catered Lunches + Casual Dress Code
  • Company Paid Fitness Membership
  • Volunteer Days and Opportunities with Company-Partnered Charities
  • Internal Inclusion programs

OTR's mission is to create exceptional value for our clients by providing industry leading financing and back-office solutions. Three pillars that are crucial to supporting that mission are outstanding customer service, technology that creates efficiency for ourselves and our customers, and a culture that provides the opportunity for employees to achieve greatness.

OTR Solutions is an Equal Opportunity Employer

OTR Solutions
Company Size
51 to 200 Employees
Founded
2011
They Sell
Financial Transaction Processing
To Whom
Financial Services
Revenue
$100 to $500 million (USD)


OTR Solutions is currently hiring for 1 sales position
OTR Solutions has openings in: GA
The average salary at OTR Solutions is:

1 Yes (amount not posted)

OTR Solutions
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OTR Solutions

OTR Solutions is currently hiring for 1 sales position
OTR Solutions has openings in: GA
The average salary at OTR Solutions is:

1 Yes (amount not posted)