Portfolio Management Specialist

Monday-Friday, 7:30-4:00

Hybrid Position: 3-days Onsite, 2-days Remote

Non-exempt/Hourly Pay Rate: $20.00-25.00 + Bonus

What You’ll Be Doing:

This highly visible position provides customer support in a fast paced, sales driven organization. The Portfolio Management Specialist provides customer service regarding collection issues, processing and reviewing account adjustments, resolving client discrepancies and short payments. This position reports to the Portfolio Management team and serves as the primary contact for customer concerns. Manages portfolio of own deals.

• Functions as the primary contact for customer concerns regarding situations that would occur after a loan is funded, such as collection issues, unsolicited marketing materials, invoice tracking, account executives, rates, etc.
• Responsible for managing cases within their portfolio for daily returned payments; includes reaching out to customer to resolve the payment and provide instructions to accounting on how to reprocess the payment
• Responsible for monitoring and maintaining assigned accounts- customer calls, account adjustments, small balance write off, customer reconciliations and processing credit memos.
• Reconcile customer disputes as they pertain to payment of outstanding balances that are due.
• Accountable for reducing delinquency for assigned accounts, which entails a high volume of phone calls to customers.
• Enlist the efforts of sales and senior management when necessary to accelerate the collection process.
• Must communicate and follow up effectively with the Sales Department regarding customer accounts on a timely basis.
• Prepare monthly delinquency notices
• Provide excellent and considerate customer service and internal and external customer interface

An Ideal Candidate Looks Like This:

• 3 – 5 years’ experience in a high volume corporate collections environment
• Knowledge of billing and collections procedures
• 2-3 years’ experience working in a fast-paced environment
• Proficient in Microsoft Office including Excel, Word, and Outlook.
• Strong verbal and written communication skills
• Excellent phone etiquette.
• Critical thinker
• Requires sound judgment
• Ability to synthesize information and draw conclusions
• Ability to discern when confidentiality must be observed.
• Requires excellent organizational skills and attention to detail.

Ability to prioritize work and shift priorities quickly, and handle multiple assignments and tasks simultaneously