Portfolio Coordinator

Commercial Capital Company.•Lenexa, KS

12d

About The Position

The Portfolio Coordinator is an execution-focused role responsible for keeping the portfolio running cleanly and on time. This position supports portfolio operations by handling high-volume, detail-oriented tasks related to contract servicing, customer account maintenance, collections support, asset tracking, and internal reporting.

Requirements

1–3 years of experience in loan servicing, equipment finance, leasing, banking, or financial operations.
Strong attention to detail and follow-through.
Comfortable handling high-volume, repetitive operational tasks.
Clear, professional written and verbal communication.
Ability to manage multiple priorities without dropping the ball

Responsibilities

Portfolio & Contract Servicing Support
Maintain accurate contract, customer, and asset records in the servicing system (Leasepath / CRM / CMS).
Process routine contract servicing actions such as: Address or account updates Payment application corrections Payoff requests and payoff statement preparation End-of-term notices and tracking
Assist with contract modifications, extensions, assumptions, and early buyouts by gathering documentation and coordinating internal approvals.
Collections & Customer Support
Support early-stage collections (typically 1–15 days past due) through outbound reminders and inbound customer communications.
Document all customer interactions, promises to pay, and follow-ups accurately and consistently.
Coordinate with Portfolio Administrator and third-party collection partners on escalated accounts.
Assist with dispute resolution related to billing, invoices, or payment application.
Asset & Collateral Coordination
Track asset status throughout the contract lifecycle (active, returned, repossessed, sold).
Assist with repossession, recovery, transportation, and remarketing coordination.
Maintain insurance, titling, registration, and lien documentation.
Support asset sale and payoff processes by preparing asset and contract data for internal teams or external partners.
Reporting & Data Accuracy
Prepare recurring portfolio reports (past due, aging, insurance status, payoff pipeline, EOT status).
Assist with data cleanup, audits, and reconciliations between systems.
Identify data gaps or inconsistencies and escalate issues before they become problems.
Cross-Functional Coordination
Act as a liaison between Portfolio, Credit, Accounting, Sales, and Capital Markets teams.
Support funding and accounting teams with documentation requests related to active contracts.
Assist in process improvements and documentation of standard operating procedures.