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At TreviPay, we believe loyalty begins at the payment. Thousands of sellers use our global B2B payments and invoicing network to provide choice and convenience to buyers, open new markets and automate accounts receivables. With integrations to top eCommerce and ERP solutions and flexible trade credit options, TreviPay brings 40 years of experience serving leaders in manufacturing, retail and transportation.
Every day, TreviPay employees are challenged and empowered in a supportive, collaborative, entrepreneurial environment.
Responsibilities:
o Review commercial credit applications, credit increase and modification requests for completeness and accuracy.
o Initiate and maintain communication (via phone and email) with applicants, customers, and clients to ensure a complete application package is collected.
o Identify company type on applications (e.g., Government, School, Public or Private Enterprise), proactively gather publicly available financial disclosures when applicable or request financial disclosures from privately held companies when applicable.
o Assign appropriate internal case types for each credit application to ensure accurate tracking and routing.
o Use internal systems to ensure that all open accounts related to the borrower or related parties are identified across different programs. For each account found, capture the following and append to the internal case.
· Account tenure, current credit line, balances, and aging buckets.
· Days to Pay against terms and seek input from Accounts Receivable partners on payment behavior.
· Year-to-Date (YTD) and Last-Year-to-Date (LYTD) purchasing volumes.
o Gather relevant data and reports to support decision making.
o Route completed applications to the appropriate Underwriting queue based on total credit exposure.
Key Skills & Background:
o Minimum 2 years business experience, preferably in the financial services industry and ideally in a client-facing role
o Strong attention to detail and ability to review documentation for accuracy and completeness.
o Excellent organizational skills with the ability to manage multiple tasks and prioritize effectively.
o Basic knowledge of financial terminology or corporate structures is a plus.
o Strong communication skills, both written and verbal, to effectively engage with internal and external stakeholders.
o Comfortable working in a team-oriented environment and building cross-functional relationships.
o Administrative experience, especially in document processing or data entry, is beneficial.
o Proficiency in Microsoft Office Suite (Excel, Word, Outlook) or similar software.
o Ability to follow established procedures and escalate issues or incomplete applications to appropriate teams.
Why you will love working at TreviPay
· Competitive salary
· Paid parental leave
· Generous paid time off
· Medical, dental, vision, FSA, Life/AD&D, long and short term disability
· 401K matching
· Employee referral program
At TreviPay we believe:
· in saying yes to unique and challenging requirements
· empowered team members are creative team members
· our products make the customer’s day just a little bit better
· work/life balance makes us all more effective
TreviPay is an Equal Opportunity and Affirmative Action Employer. We welcome all veterans and disabled applicants.
Individuals with disabilities will be provided reasonable accommodation to participate in the job application and/or interview process. Please contact [email protected] to request an accommodation.
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