Portfolio Specialist

Clicklease • Draper, UT

1d • Onsite

About The Position

Help support small businesses by driving account resolution and portfolio servicing operations in a fast-paced fintech environment where your work directly impacts customer outcomes and portfolio performance.

About Clicklease
Clicklease is transforming how small businesses access the equipment they need to grow. Our technology platform uses data and automation to make equipment financing faster, simpler, and more accessible for business owners across the United States.

About the Role
The Portfolio Specialist helps Clicklease support portfolio performance and customer account resolution by managing delinquent account workflows, servicing activities, and operational processes related to collections, fraud support, and repossession coordination.
This role is ideal for someone who enjoys problem-solving, thrives in a fast-paced operational environment, and is motivated by helping drive efficient account resolution outcomes while maintaining strong attention to detail.

The Team
The Portfolio Operations team plays a critical role in supporting portfolio health, customer account servicing, and operational execution across the business. Team members work collaboratively across collections, legal support, fraud operations, and portfolio servicing functions to deliver strong customer and business outcomes.

What Success Looks Like in the First 6 Months
Independently manages assigned portfolio workflows with minimal supervision.
Consistently meets operational productivity and account resolution expectations.
Demonstrates accuracy in account documentation, servicing updates, and escalation handling.
Builds strong working relationships across collections, legal support, and portfolio operations teams.

Why Join Clicklease
Clicklease is transforming how small businesses access the equipment they need to grow. Our technology platform uses data and automation to make equipment financing faster, simpler, and more accessible for business owners across the United States.
At Clicklease, you’ll work on meaningful problems that directly impact small businesses while collaborating with a team that values ownership, accountability, and continuous improvement.
We look for people who take initiative, work collaboratively, and care deeply about delivering great outcomes for customers and partners.
In return, you’ll have the opportunity to grow your career, contribute to a rapidly scaling fintech platform, and work alongside talented colleagues who are passionate about building great products and services.

Requirements

• High school diploma or equivalent required.
• 2+ years of experience in collections, portfolio servicing, financial operations, customer account management, or related operational environments.
• Experience supporting delinquent account workflows or account resolution processes.
• Proficiency with Microsoft Office and business systems/platforms.
• Ability to obtain a Notary license within a defined timeframe after hire.

Nice To Haves

• Experience within fintech, leasing, consumer finance, or financial services environments.
• Current Notary license.
• Experience supporting legal collections, repossession coordination, fraud workflows, or settlement operations.
• Bilingual English/Spanish capabilities.

Responsibilities

• Manage assigned delinquent portfolio accounts and support account resolution workflows.
• Review account activity and determine appropriate next steps, including escalation to legal collections, repossession coordination, fraud review support, or settlement processing.
• Conduct inbound and outbound communications related to account servicing and resolution activities.
• Maintain accurate account records, servicing documentation, and operational updates within company systems.
• Monitor portfolio activity and contribute to departmental delinquency and recovery performance goals.
• Coordinate with internal stakeholders and external partners regarding account activity and documentation requirements.

Benefits

• Competitive salary
• Medical, dental, and vision insurance
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options
• 401(k) with company match
• Employer-paid short-term disability (STD), long-term disability (LTD), and life insurance
• Paid time off and company holidays
• Paid maternity leave
• Professional development and learning opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED