Portfolio Management Specialist, Collections

4 weeks ago


San Diego, United States Ignite Human Capital Full time
Job DescriptionJob Description

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

Powered by JazzHR

mokRk35eRT



  • San Diego, United States Ignite Human Capital Full time

    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...


  • San Diego, United States Epm Asset Management Inc Full time

    Job Description Job Description We are a growing midsized property management company seeking an experienced Property Manager to oversee a small portfolio of properties and work with the broker and maintenance director to achieve operational execution. Your primary responsibility will be to ensure each property in your managed portfolio meets ownership...


  • San Diego, United States Epm Asset Management Inc Full time

    Job DescriptionJob DescriptionWe are a growing midsized property management company seeking an experienced Property Manager to oversee a small portfolio of properties and work with the broker and maintenance director to achieve operational execution. Your primary responsibility will be to ensure each property in your managed portfolio meets ownership goals....


  • San Diego, United States ConAm Management Corp Full time

    **Regional Portfolio Manager (Chelsea - Affordable) - San Diego County, CA** **WHO WE ARE**: CONAM Management Corporation is part of The CONAM Group, a multi-family property investment and management firm established in 1975 that specializes in conventional and affordable housing. We span across 12 states with 11 regional offices that employs a team of...

  • Collection Specialist

    1 month ago


    San Diego, United States Male Fertility Specialists Full time

    The practice is seeking a full-time collection specialist (40+ hours per week, Monday through Friday). The corporation headquarters are based in San Diego by UCSD East Campus Hospital (on Alvarado Blvd). Some of the characteristics of a good collection specialist will include: - Good listening skills - Communication skills - Great time management -...


  • San Diego, United States CV Resources Full time

    Job Description Job Description ** Collections Specialist ** Contract-to-Hire **** Mira Mesa ** CV Resources is partnering with a rapidly growing organization in the consulting industry to hire a motivated Collections Specialist to their team! Responsibilities: Analyze and interpret collections reports to identify outstanding balances Communicate with...


  • San Diego, United States CV Resources Full time

    Job DescriptionJob Description** Collections Specialist ** Contract-to-Hire **** Mira Mesa **CV Resources is partnering with a rapidly growing organization in the consulting industry to hire a motivated Collections Specialist to their team!Responsibilities:Analyze and interpret collections reports to identify outstanding balancesCommunicate with clients and...


  • San Diego, United States VERVE CLOUD INC Full time

    Description: We are looking for a passionate Collection Specialist to join our Client Services team. You will be responsible to contact clients and collect outstanding payments. You will strike a balance between maintaining trustful relationships, and ensuring timely payments. Our Collection Specialist should exhibit empathy, professionalism and...


  • San Francisco, United States TekTree Inc. Full time

    The credit/collections/dispute resolution specialist should have excellent customer service, negotiation, communication, and analytical skills.This role will be heavily focused on understanding why customers aren’t paying and working to resolve the issue(s) to ensure payment is received. **Core duties include**: - Identifying delinquent accounts...

  • Portfolio Manager

    1 week ago


    San Antonio, United States Diligent Consulting Full time

    Are you an experienced IT program manager looking for a challenging opportunity to help manage and advise on a portfolio of critical Air Force IT programs and weapon systems? Come tackle your next challenge with Diligent Consulting! We have an open position for an Information Technologies Portfolio Manager at the HQ Air Education and Training Command (AETC)...

  • Portfolio Manager

    4 weeks ago


    San Ramon, United States MAI Wealth Management, Inc. Full time

    Job Description Job Description GENERAL JOB DESCRIPTION The Portfolio Manager implements MAI’s investment strategy for high net worth clients and families. This person may also participate in various committees that comprise MAI’s investment platform. DUTIES AND RESPONSIBILITIES Frequent contact with clients through in person meetings, phone and written...

  • Portfolio Manager

    1 week ago


    San Ramon, United States MAI Wealth Management, Inc. Full time

    Job DescriptionJob DescriptionGENERAL JOB DESCRIPTIONThe Portfolio Manager implements MAI’s investment strategy for high net worth clients and families. This person may also participate in various committees that comprise MAI’s investment platform. DUTIES AND RESPONSIBILITIESFrequent contact with clients through in person meetings, phone and written...


  • San Francisco, United States Indotronix International Corporation Full time

    Indotronix is seeking a Onsite Job - Credit/Collections/Dispute Resolution Specialist for a Job Opportunity in Job Title: Onsite Job - Credit/Collections/Dispute Resolution Specialist Location: SAN FRANCISCO CA Duration: 12 Months Contract Max Pay: $25/hr to $29.62/hr on W2 Clearance Required : No Position comments: This role is located full-time onsite...


  • San Francisco, United States Indotronix International Corporation Full time

    Indotronix is seeking a Onsite Job - Credit/Collections/Dispute Resolution Specialist for a Job Opportunity in Job Title: Onsite Job - Credit/Collections/Dispute Resolution SpecialistLocation: SAN FRANCISCO CADuration: 12 Months ContractMax Pay : $25/hr to $29.62/hr on W2 Clearance Required : No Position comments: This role is located full-time onsite (M-F)...


  • San Antonio, United States L.K. Jordan & Associates Full time

    Job DescriptionJob DescriptionL.K. Jordan is currently seeking Collection Specialist for a law firm in San Antonio. Pay during Training: $19.50 (Non-Bilingual) & $20.50 (Bilingual) Schedule Options: Monday – Friday 8:00am – 5:00pm  w/ 1 Saturday per month 8:00am – 12:00pm (OR) Monday – Thursday, 12:00pm – 9:00pm and Friday 8:00am –...


  • San Antonio, United States L.K. Jordan & Associates Full time

    Job DescriptionJob DescriptionL.K. Jordan is currently seeking Collection Specialist for a law firm in San Antonio. Pay during Training: $19.50 (Non-Bilingual) & $20.50 (Bilingual) Schedule Options: Monday – Friday 8:00am – 5:00pm  w/ 1 Saturday per month 8:00am – 12:00pm (OR) Monday – Thursday, 12:00pm – 9:00pm and Friday 8:00am –...


  • San Antonio, United States Diligent Consulting Full time

    Are you an experienced IT program manager looking for a challenging opportunity to help manage and advise on a portfolio of critical Air Force IT programs and weapon systems? Come tackle your next challenge with Diligent Consulting! We have an open position for an Information Technologies Portfolio Manager at the HQ Air Education and Training Command (AETC)...


  • San Antonio, United States San Antonio Retail Merchants Assoc Full time

    Job DescriptionJob DescriptionDescription:ARE YOU:Problem Solver, High Initiative to Succeed, Innovative, Goal Oriented?As a Collections Specialist here at Sarma you'll get the opportunity to use those skills every day!The responsibilities of our collections representatives are to collect 3rd party collection accounts in accordance with State and Federal...


  • San Antonio, United States Conn's HomePlus Full time

    **Overview:** Incumbent will be primarily responsible for managing and reporting of various reconciliation processes, communicating trends to leadership, and identifying procedural deficiencies that may impact Collections processes and/or delinquency. **Key Duties & Responsibilities:** The Manager, Collections Operations responsibilities include, but...


  • San Antonio, United States Conn's, Inc. Full time

    Overview: Incumbent will be primarily responsible for managing and reporting of various reconciliation processes, communicating trends to leadership, and identifying procedural deficiencies that may impact Collections processes and/or delinquency. Key Duties & Responsibilities: The Manager, Collections Operations responsibilities include, but are not...