Portfolio Specialist - Leasing

CoBank•St. Louis Park, MN

3d•Hybrid

About The Position

The Portfolio Specialist performs collection and portfolio management activities in accordance with Farm Credit Leasing (FCL) and Farm Credit Administration (FCA) policies, regulations, and standards. This position conducts collections through manual dialing and manages receivables in an assigned territory. It responds to customer and associate questions about invoices, contractual terms, restructures, extensions, and payments; recommends financial decisions on extensions, formal restructures, and contract adjustments; and maintains delinquency and charge-off standards. The role also performs financial analysis of customer accounts as needed to assess risk rating classifications, extensions, restructures, and reserve requirements, and provides monthly statistics and written analysis for the assigned territory.

Requirements

High school diploma or GED.
At least 2 years of experience in collections, financial analysis, and/or customer service.

Nice To Haves

Bachelor's degree.
Experience in financial services or the agricultural industry.

Responsibilities

Conduct collections via manual dialing and manage receivables in an assigned territory.
Respond to customer and associate questions about invoices, contractual terms, restructures, extensions, and payments.
Recommend financial decisions on extensions, formal restructures, and contract adjustments.
Maintain established delinquency and charge-off standards.
Perform financial analysis of customer accounts as needed to determine risk rating classifications, extensions, restructures, and reserve requirements.
Provide monthly statistics and written analysis on the assigned territory.

Benefits

15 days of vacation, 10 paid sick days, and 11 paid holidays.
Competitive compensation and incentive.
Hybrid work model with flexible arrangements for most positions.
Medical, dental, and vision coverage, disability, AD&D, and life insurance.
Associate training and development through CoBank University.
Tuition reimbursement for higher education.
401(k) matching up to 6%, an additional 3% non-elective contribution, and Student Loan Match.
United Way Angel Day, Volunteer Day, and Associate Directed Contribution.
Associate Resource Groups.
GEM awards for recognizing fellow associates.
Eligibility for a discretionary annual incentive program driven by organization and individual performance.