Trio Capital · 3 hours ago
Director of Operations
Mt. Laurel, NJ
Contract
Onsite
Mid, Senior Level
$90K/yr - $90K/yr
7+ years expTrio Capital is a national provider of small business loans and equipment financing. The Director of Operations plays a key role in overseeing the customer journey and operational touchpoints across the funding and service cycle to ensure a seamless customer experience and internal efficiency.
Commercial LendingFinanceFinancial Services
Responsibilities
Define and own the end-to-end Customer Experience strategy to align with corporate objectives
Lead all staff within the designated Funding Team; overseeing hiring, training, professional development, conflict resolution, and performance evaluation
Provide functional leadership for key projects and initiatives, including new product development, system and process enhancements, pilot projects, training, and collaboration across the company
Monitor service-level agreements and key performance metrics to ensure the team consistently delivers high-quality results, meets established targets, and complies with policies
Provide functional expertise across products to staff, ensure policy and process adherence, and facilitate transaction processing
Assist with internal communication between sales, credit and funding teams
Provide ongoing administrative and operational support to sales representatives to maximize their productivity
Handle any administrative and servicing aspects of the sales workflow to help support our selling efforts
Assist with the end-to-end application process, ensuring timely submission and follow-up
Coordinate contract prep and collection of documents as required
Communicate to all stakeholders on the status of applications and workflow stages
Assist with contract adjustments, buyouts, trade-ups, billing/title issues, insurance communication, and upgrades, while coordinating with platform teams to ensure consistent processing of requests
Act as the internal point of contact for all customer and dealer questions from all supporting departments
Handle internal inquiries and do the initial discovery work including reaching out to sales, customers, and dealers as necessary to resolve questions and open items
Leverage the Customer Service and Collections teams to follow-up and process customer payments using existing internal procedures
Qualification
Required
Proficiency in CRM systems (e.g., Salesforce), document management platforms, and Microsoft Office Suite
Excellent interpersonal and communication skills, both verbal and written
Customer-first attitude with problem-solving abilities, an initiative-taking mindset, and a powerful sense of urgency
Ability to effectively collaborate cross-functionally with various departments
Driven to support others and contribute to a growing sales organization
Ability to multitask and meet deadlines in a demanding environment, while maintaining organization and diligence
Demonstrates integrity, enthusiasm, and coachability
7+ years in sales support, customer operations, leasing/finance in a leadership role
Preferred
Understanding of financial pricing applications (T-Value, Super Trump, HP)
Experience in equipment finance, leasing, or financial services
Benefits
Medical, dental, and vision plans
HSA and FSA options
Life insurance and disability plans
Generous PTO policy
Employer-match company 401K plan
More
Company
Trio Capital
Trio Capital is a finance solutions firm that provides equipment finance and working capital for businesses.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Dan Castellini
CEO at Trio Capital
Mark Scardigli
President
Company data provided by crunchbase