Account Specialist

Customer Services Account Management


OTR Capital, LLC is a factoring company dedicated to offering timely, working capital solutions to companies looking to maintain positive cash flow while growing their business. We believe that providing a fun culture and the opportunity for growth creates an energetic and happy employee base, which in turn creates a positive experience for our clients. Our culture is unique and innovative, where we promotfrom within and believe in performance-based advancements.  

OTR has been recognized as a “Top Workplace” 5 years in a row by the Atlanta Journal-Constitution!  

As an Account Specialist, you will be responsible for growing and sustaining our business primarily through handling the operational aspects of client accounts. Day-to-day activities will revolve around auditing and processing invoices, confirming rates on factorable loads, communication with clients, assessing potential customers’ credit for business, building customized client invoices, and working closely within a team to accomplish established goals and objectives.  

Your day-to-day: 

  • Be a knowledgeable resource for client questions regarding their account, billing inquires, and general factoring information 
  • Confirm rates on factorable loads 
  • Assess and aide clients on invoice issues that need additional paperwork or clarification 
  • Invoice bills to customers in a timely and efficient manner 
  • 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 

 

Our 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
  • 12 days of Paid Time Off, 4 Sick/Mental Health days, 7 Paid Holidays, 2 Flex Holidays,
  • Weekly Catered Lunches
  • Work from Home Flexibility
  • Company Paid Fitness Membership
  • Volunteer Days and Opportunities with Company-Partnered Charities
  • Internal Inclusion programs

 

OTR Mission and Values: 

OTR’s mission is to create exceptional value for our clients by providing industry leading financing and back office solutions delivered through a blend of outstanding customer service and tech-driven efficiencies, while maintaining a culture that provides the opportunity for employees to achieve greatness. 

BE PASSIONATE Conquering the day with energy and heart. 

BE INNOVATIVE Always finding new ways to improve our services and technologies  

BE LIMITLESS Dedicated to the growth of ourselves, the company, and our clients  

BE AGILE Willing and eager to accept new challenges  

BE ESSENTIAL Committed to being a strategic partner  

BE OTRelite.   

 

OTR Capital, LLC is an Equal Opportunity Employer 


To apply, CLICK HERE

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