Account Executives Flashcards
1
Q
An Account Executive has the ability to buy up to ______ on any account, regardless of the account credit line or status (except for Firm on CL), before requiring a PM approval?
A. $10k
B. $100k
C. $250k
D. $500k
A
B. $100k
2
Q
What are the three main responsibilities of the Account Executive role?
A
Account Management
Client Contact
Risk Management
3
Q
Which of the following are Products or Services AE’s are responsible for selling to clients, implementing with clients, explaining to clients and/or helping clients with when issues arise?
A. TCS Fuel Card B. NextLOAD C. Mobile App D. FundMe Now E. Cash Flow Advance F. All of the above
A
F. All of the above
4
Q
Name three screens that the Account Executives might use when making a credit decision:
A
Client Screen Client Health Screen Account Screen Portfolio at a Glance Debtor Screen
5
Q
Which of the following are Client Documents that AE’s are responsible for managing?
A. Invoices/Schedules B. Self-funding Agreement C. Unified Carrier Registration (UCR) D. Authorized User Forms E. Unresolved Issue Report F. All the above
A
F. All the above
