UMB Bank Client Support Specialist in Bloomington, Minnesota

What You'll Do:

This role is the primary point of contact for all Marquette Transportation and Marquette Commercial Finance customers. The Client Support Specialist is responsible for the releasing available funds for a group of clients. Works in partnership with credit and operations managers to manage risk, review AR, and monitor accounts for activity outside the norm. They are responsible as the first line of defense for fraud detection, maintenance of accurate records and reports on assigned clients, and for providing regular updates on the clients' overall performance. Specific duties include:

-Answers and responds to all incoming customer calls/emails for Operations: funding requests, problem resolution, report requests, complaints, procedure explanations, etc.

-Creates, reviews, and makes decisions to approve funding requests within the Factoring proprietary system. Averaging daily fundings of $1- $2 million per specialist. Obtains/maintains documentation for same day funding requests and over advances. Authorize exceptions to standard rules, within company parameters. Maintains accurate records of over advance history and payment schedules.

-Prepares and presents the daily client reports; provides careful accounting for any additional collateral lines, concentration or credit limit caps, and any and all exceptions to standard availability calculations.

-Partners with Wire desk personnel to ensure accurate and timely release of funds each day.

-Reviews client invoicing, assists Document Management department with schedule exceptions and works with clients and internal staff to troubleshoot and resolve issues.

-Monitors status of reserve account balances. Follows up with appropriate Collections and Credit managers to address and/or verify reserve holds and special handling. Processes release of refundable reserve once a week.

-Works with all internal company departments as needed to obtain missing information or compliance requirements.

-Researches and processes chargebacks and rebilled invoices.

-Maintains current and complete client records in both Factoring system and CRM; obtains necessary documentation for change requests.

-Other duties as assigned.

In this Role, You will Need:

-Demonstrates exceptional phone skills and customer service skills

-Demonstrates excellent problem solving and analytical skills

-Demonstrates extensive knowledge regarding accounts payable

-Demonstrates good organizational skills

-Demonstrates ability to multi-task and work at a varied pace in a deadline driven environment

Who You Are:

-2+ years previous customer service experience

-Accounting background and minimum 3 years of general office experience

-High School diploma or equivalent

Preferred Requirements:

-Some post high school education in business and/or accounting

Work Schedule:

Monday-Friday: 8:00am-5:00pm

Job Title:

Client Support Specialist

Division Name:

Commercial Banking

Requisition Number:



1600 W 82nd St




Full Time