Portfolio Management Specialist, Collections

2 months ago


San Diego, California, United States Ignite Human Capital Full time
Job Summary

Ignite Human Capital is seeking a highly skilled Portfolio Management Specialist to join our team. As a Portfolio Management Specialist, you will be responsible for providing exceptional customer service and managing a portfolio of deals.

Key Responsibilities
  • Customer Service: Function as the primary contact for customer concerns regarding collection issues, processing and reviewing account adjustments, resolving client discrepancies and short payments.
  • Portfolio Management: Manage a portfolio of deals, including daily returned payments, customer calls, account adjustments, small balance write-offs, customer reconciliations, and processing credit memos.
  • Delinquency Reduction: Accountable for reducing delinquency for assigned accounts, which entails a high volume of phone calls to customers.
  • Communication: Communicate and follow up effectively with the Sales Department regarding customer accounts on a timely basis.
  • Reporting: Prepare monthly delinquency notices.
Requirements
  • 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.
What We Offer

Ignite Human Capital offers a dynamic and challenging work environment, with opportunities for professional growth and development.



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