Account Specialist

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