Portfolio Management Specialist (Collections)

National Funding • San Diego, CA

401d • $41,600 - $52,000

About The Position

The Portfolio Management Specialist (Collections) at National Funding is a crucial role focused on providing customer support in a fast-paced, sales-driven environment. This position involves managing a portfolio of accounts, addressing collection issues, processing account adjustments, and resolving client discrepancies. The specialist serves as the primary contact for customer concerns post-loan funding, ensuring effective communication and follow-up with both customers and the sales department.

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 thinking and sound judgment skills.
• Ability to synthesize information and draw conclusions.
• Ability to maintain confidentiality when necessary.
• Excellent organizational skills and attention to detail.
• Ability to prioritize work and handle multiple assignments simultaneously.

Nice To Haves

• Experience in a fintech or financial services environment.
• Familiarity with customer relationship management (CRM) software.

Responsibilities

• Provide customer service regarding collection issues and account adjustments.
• Resolve client discrepancies and short payments.
• Manage a portfolio of own deals and serve as the primary contact for customer concerns post-funding.
• Handle daily returned payments and communicate with customers to resolve payment issues.
• Monitor and maintain assigned accounts, including customer calls and reconciliations.
• Reconcile customer disputes related to outstanding balances.
• Reduce delinquency for assigned accounts through high-volume customer calls.
• Communicate effectively with the Sales Department regarding customer accounts.
• Prepare monthly delinquency notices.
• Deliver excellent customer service and maintain internal and external customer interface.

Benefits

• Health insurance
• 401(k) matching
• Annual bonus eligibility
• Growth opportunities
• Positive work culture
• Employee events throughout the year

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed