Portfolio Specialist

Clicklease • Draper, UT

9d • Onsite

About The Position

The Recovery Collections Senior Portfolio Specialist is a highly empowered role that works creatively with customers while driving Clicklease’s portfolio performance goals. This much sought-after position offers the opportunity to directly influence delinquent account workflows, servicing strategies, operational processes, repossession efforts, and third-party recovery solutions. This role is ideal for someone who is a self-starter and innately motivated to make a positive and lasting difference for their customers, company and the small business community. A person who thrives on producing strong results, thinking outside the box, uncovering what others missed, and collaborating with other like-minded high performers to set the pace. 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, asset recovery, legal support, fraud, and portfolio servicing functions to deliver strong customer and business outcomes.

Requirements

• High school diploma or equivalent required.
• 5+ years of experience in commercial and/or consumer collections, repossession, legal, 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.

Nice To Haves

• Experience in small business lending or leasing, commercial assets, and portfolios management across all 50 U.S. states, as well as in consumer or financial services environments.
• Experience supporting legal collections, repossession coordination, replevins, fraud workflows, or settlement operations.
• Bilingual English/Spanish capabilities.

Responsibilities

• Secure recovery payments and asset returns (primarily trailers) from charged-off accounts in an ownership-driven environment.
• Assess account history, asset type, past and present circumstances to determine appropriate next steps, including settlement, repossession, replevin, equipment sale, vendor solution, fraud review or legal.
• Persistent outbound engagement attempts using phone, text, email and other creative approaches to default customers and related stakeholders to remedy default.
• Maintain accurate account records, servicing documentation, and operational updates within company systems.
• Monitor portfolio activity and contribute to individual and team departmental performance targets.
• Coordinate with internal stakeholders and external partners regarding account actions, documentation, and compliance 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: Senior
• Education Level: High school or GED