Senior Portfolio Administrator

1 month ago

Fremont, California, United States Avidex Full time

About Us:

Avidex leads the way in the audiovisual and IT integration sector, offering innovative solutions to a wide range of clients. Our identity is defined by a dedication to superior quality, technical proficiency, and a forward-thinking mindset. As we continue to expand our horizons, we are actively seeking a skilled and seasoned Senior Portfolio Administrator to become a key player on our Finance team. This role will be pivotal in supporting our organization.

What We Offer:

  • Competitive compensation plan
  • Full medical, dental and vision benefits
  • 401(k) with employer match
  • up to 120 PTO, 9 paid holidays and 1 Floating Holiday
  • 8 hours to volunteer for your favorite cause
  • Collaborative work environment
  • Tuition reimbursement
  • Career and personal development opportunities

Position Summary:

The Senior Portfolio Administrator supports credit activities and assists with collections in a high-volume environment. This role requires a driven, professional individual eager to learn and grow in the credit field.

Requirements:

  • Associate degree or higher, preferably in Business, Communications, or a related field.
  • Minimum of 4 years of experience, with 3-5 years in progressively responsible roles in credit or finance.
    • Equivalent education or work experience may substitute for this requirement.
  • Proficient computer skills, including Windows, MS Office, and PDF editor.
  • At least 2 years of experience with a CRM application.
    • Experience with ERP applications is preferred.
  • Familiarity with Salesforce and Microsoft Dynamics is a plus.
  • Ability to learn and analyze financial statements and credit reports;
    • prior experience in this area is preferred.
  • Excellent written and verbal communication skills.
  • Strong analytical skills for making credit-worthy decisions based on company criteria and guidelines.
  • Demonstrates sound judgment in decision-making, planning, and achieving goals.
  • Capable of multitasking, meeting deadlines, and managing multiple projects with minimal supervision.
  • Excellent customer service, organizational, and problem-solving skills.
  • Ability to handle stressful situations calmly and professionally.

Responsibilities

  • Engage in personal contact via telephone, email, and written correspondence for assigned A/R portfolio of accounts 30/60 days delinquent.
  • Establish payment plans for customers facing financial difficulties or needing assistance.
  • Resolve billing disputes and work with internal departments to correct billing errors, facilitating payment and ensuring customer satisfaction.
  • Approve and release cash sale transactions in compliance with Avidex Credit Policies.
    • Occasionally review higher-level transactions, provide written analysis, and make credit-worthy recommendations.
  • Review and analyze pre-determined checklists for approval of cash and lease transactions.
  • Prepare, maintain, and distribute accounts receivable reports related to the accounts receivable portfolio to internal and external recipients within prescribed deadlines.
  • Assist the Credit & Collection Manager in gathering data and analyzing transactions for approval.
  • Perform data entry into customer web portals for matching invoices and purchase orders.
  • Assist the Credit & Collection Manager with the preparation of ad hoc reports and analysis projects, including monthly department reports and month-end reporting as required.

Avidex is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We are committed to providing a workplace that is free from discrimination, harassment, and where all employees are treated with respect and dignity. We value diversity and believe it contributes to our success as an organization.



Equal Employment Opportunity/M/F/disability/protected veteran statusAvidex

Compensation details: Hourly Wage

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