Account Executive II

Gulf Coast Bank and Trust Company

Account Executive II managing transportation client portfolios at Phoenix Capital Group. Develop relationships and ensure client needs are met regarding competitive factoring services.

Posted 7/21/2026full-timeScottsdale • Arizona • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing complex factoring relationships and portfolios, ensuring compliance with program structures while providing exceptional customer service. Proficient in analyzing account performance and industry trends to propose strategic changes and resolve operational issues.

Highest-signal resume keywords

Factoring ExperienceCustomer Service SkillsAttention to DetailMS Office ProficiencyMathematical Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

FactoringPortfolio ManagementAccount AnalysisContract StructuringRisk Assessment

Soft Skills

Communication SkillsInterpersonal SkillsTime ManagementProblem SolvingMulti-tasking

Tools & Technologies

MS OfficeCadenceFactorsoft

Industry Keywords

Transportation LogisticsLTLTLAutohaulingWarehousingIntermodal Moves

About the role

Key responsibilities & impact

Responsible for handling larger and more complex factoring relationships and portfolio size
Manage relationships with clients specializing (but not limited to) in TL, LTL, Autohauling, Sand, Warehousing, Intermodal moves
Provide courteous, timely and effective customer service to both internal and external customers
Manage assigned portfolio through complete and current knowledge of client’s business operations, AR performance and industry trends
Identify/escalate suspicious/inconsistent activities, overall account performance and any over-advance issues to management timely
Responsible for ensuring all invoices funded comply with approved program structure
Propose changes to client structure including contract terms, advance structure, and client risk ratings
Resolve factoring service problems, control operational costs and minimize loss of clients to competition
Interact with the Operations Team to ensure daily procedures and workflow are consistent
Maintain a portfolio of accounts with outstanding NFE >$5 million to be measured at each quarter end

Requirements

What you’ll need

High School Graduate or equivalent
3 years factoring experience
Excellent written and verbal communication, and interpersonal skills
Excellent customer service skills
Strong attention to detail
Good mathematical skills
Ability to prioritize and handle multiple tasks simultaneously
Ability to meet deadlines and manage expectations in a fast-paced work environment
Experience with MS Office (Word, Excel, Outlook)
Knowledge of Cadence/Factorsoft is a plus

Benefits

Comp & perks

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