Portfolio Services Coordinator

OPENLANE•Carmel, IN

1d•Remote

About The Position

OPENLANE is seeking a Portfolio Service Coordinator to oversee day-to-day portfolio service operations, monitor vendor performance, and serve as a key point of contact for client inquiries and issue resolution. This role is responsible for ensuring service excellence and adherence to established client and vendor Service Level Agreements (SLAs). The ideal candidate will be detail-oriented, client-focused, proactive, and organized, with a strong understanding of portfolio service operations, performance analysis, and SLA management. This is a remote position.

Requirements

High School Diploma or equivalent is required.
Proven experience in operational administration, portfolio services, or a related coordinator role.
Strong baseline understanding of SLA management and compliance standards.
Demonstrated ability to prioritize daily workflows and meet strict operational deadlines.
Proficiency in tools used for tracking, documenting, and maintaining portfolio activity.
Strong administrative and technical workflow management capability.
Core Knowledge: Portfolio service operations and guideline monitoring.
Core Knowledge: Portfolio performance, holdings, and transaction analysis.
Core Knowledge: Internal policies, client mandates, and regulatory requirements.
Functional Expertise: Operational execution and SLA management.
Functional Expertise: Workflow coordination and daily prioritization.
Functional Expertise: Client service support and issue resolution.
Functional Expertise: Process improvement and automation initiatives.

Nice To Haves

Prior experience working within automotive, wholesale, or logistics portfolio management.
Experience assisting with process automation or system migration initiatives.

Responsibilities

Oversee day-to-day portfolio service operations.
Monitor vendor performance.
Serve as a key point of contact for client inquiries and issue resolution.
Ensure service excellence and adherence to established client and vendor Service Level Agreements (SLAs).
Conduct meticulous reconciliation and quality control checks on active assignments.
Support client service teams and respond to portfolio-related inquiries with accuracy and urgency.
Identify process gaps and improvement opportunities, assisting with automation initiatives.
Coordinate and prioritize daily workflows to effectively meet established deadlines and manage complex portfolio activities.
Monitor and analyze portfolio performance, holdings, and transactions.
Assist with portfolio guideline monitoring.
Maintain accurate records of portfolio activity and documentation.
Perform general administrative and operational functions to support the Portfolio Services team.
Coordinate daily workflows to meet deadlines, ensuring all portfolio activities are documented according to organizational standards, and implementing efficiency improvements.
Consistently meet or exceed all service level agreements (SLAs) and ensure strict compliance with client-specific requirements.

Benefits

Competitive pay
Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)
Immediately vested 401K (US) or RRSP (Canada) with company match
Paid Vacation, Personal, and Sick Time
Paid maternity and paternity leave (US)
Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)
Robust Employee Assistance Program
Employer paid Leap into Service Day to volunteer
Tuition Reimbursement for eligible programs
Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization
Company culture of internal promotions, diverse career paths, and meaningful advancement