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Portfolio Specialist

3 months ago

Irvine, United States Pacific Rim Capital Full time
Job DescriptionJob DescriptionSalary: $28-$30

We are looking for customer focused / results driven individuals looking to propel their career. Pacific Rim Capital, Inc. (PRC) is the largest independent lessor of  Equipment in North America. PRC has recently announced a partnership with Fuyo General Lease Co., LTD. With the partnership, we are poised to accelerate our market share, portfolio offering, and global expansion.

 

 

We are actively looking for Portfolio Specialists to join our growing team based out of our corporate office located in Irvine, CA with the opportunity of hybrid after your training period. Portfolio Specialist’s must be extremely organized, have a sense of urgency and multitask to provide world class customer service.

 

General duties:

 

  • Perform all day to day communications with PRC’s clients ensuring service levels remain high and continuously improve 
  • Accurately track / facilitate transactions for internal and external customers
  • Facilitate and drive discussions with other PRC departments on how to continuously enhance the customer experience
  • Respond to all internal and external requests within the Service Level Agreement (SLA)
  • Document and maintain the account nuances for each assigned account
  • Ensure there is an action plan to service the client for every request
  • Ensure a positive working relationship is established with every client
  • Manage transactions based on the established Service Level Agreements (SLA) and or Key Performance Indicators (KPI)
  • Escalate transactions if there is a concern a timeline will not be met
  • Provide feedback to your supervisor for customer concerns or services that are valued

 

 Successful Competencies and Qualities:

 

  • Client focused
  • Must have a strong sense of urgency to ensure timelines are being met
  • Highly organized
  • Strong work ethic that drives results
  • Able to communicate verbally and in writing within and outside the organization
  • Critical Thinker and problem solver
  • Is adaptable to change and flexible to variety in your work
  • Eager to learn with the goal of growing and developing within the team

 

Experience and Education:

  • 4 Year Degree or relevant experience
  • 1-2 years Customer Service Experience
  • Proficient in Microsoft Office (Excel, Word, PowerPoint and Outlook)
  • Bilingual Spanish/English is required

 

Compensation, Benefits and Perks:

 

  • Salary competitive 
  • Benefits include Medical, Dental, Vision, Life Insurance, 401(k) with match
  • Paid holidays and accrued PTO (paid time-off)
  • Advancement opportunities within and outside the department
  • Beautiful Irvine office space with sit/stand desks and bright, open work environment