Portfolio Account Specialist

Credibly•Southfield, MI

12h•Hybrid

About The Position

The portfolio specialist position will support the Portfolio (Collections) Department by assisting with the management of our customers and our internal recovery efforts. Tasks to include servicing, collecting, and negotiating resolution of our products that are in default of contractual terms. The correct candidate is deadline driven, is comfortable working on a desktop/laptop system, and has strong WPM typing skills while multitasking in a fast-paced environment. Upon successful training, this position will have the option of a hybrid work schedule.

Requirements

1-2 years collections, customer service, or combined applicable experience.
Self-starter needing minimal supervision.
Have a natural drive for accuracy.
Ability to shift priorities in response to change.
Possess strong attention to detail and organizational skills.
Proficient in Microsoft Word and Microsoft Excel
Proven track record of sound decision making and follow through.
Excellent written and oral communication skills.
Strong critical thinking skills
Strong arithmetic skills
Ability to learn new software quickly.
High School diploma

Nice To Haves

Associate Degree or higher
Legal, Bankruptcy, and/or UCC knowledge
WPM > 45

Responsibilities

Communicate directly with customers via phone, text message, or email.
Audit accounts daily to determine case status.
Maintain and monitor all accounts being handled within the Portfolio Department.
Follow up on payment declines and initiate resolutions.
Assist customers seeking to reconcile their ACH debits.
Process any credits or debits with merchants daily as requested.
Maintain and manage all new and existing modifications.
Solve complex processing issues with customers.
Run and analyze credit bureaus as needed for the purpose of investigation.
Handle document requests from customers and business partners.
Use templates for preparing letters and other documents related to internal collection efforts.
Print, review, and mail signed documents.
File, update and amend UCC liens, as necessary.
Review UCC alerts and other external triggers to determine proper follow up.
Additional projects as assigned by management.