Servicing and Collections Associate

SunStrong Management, LLC•San Francisco, CA

7d•Onsite

About The Position

The Servicing and Collections Associate helps oversee third-party vendor relationships and supports day-to-day servicing and collections operations. The role ensures vendors meet contractual obligations, service-level agreements (SLAs), and regulatory requirements. It combines vendor performance monitoring, oversight of collections procedures and policies, risk and compliance management, operational problem solving, cross-functional coordination, and communication to improve service quality, reduce delinquencies, and increase cost efficiency. This is an onsite position in San Francisco, California.

Requirements

Minimum of 4 years of collections experience, preferably in B2C markets.
Minimum of 2–3 years of related analytical and/or operational experience, including root-cause analysis and data-driven decision-making.
Strong understanding of vendor lifecycle management, SLAs, KPIs, contract terms, and basic regulatory expectations affecting third-party relationships.
Strong communication and interpersonal skills, including the ability to communicate effectively with C-suite executives, executive leadership, and investor groups.
Proficiency with Excel, including pivot tables and advanced formulas, and experience with data analysis tools such as SQL, Tableau, Power BI, or similar platforms.
Ability to adhere to compliance standards.
Detail-oriented and able to work within deadlines.
Excellent verbal and written communication skills; strong presentation and interpersonal skills are a plus.

Nice To Haves

Bachelor’s degree, preferably in Accounting, Finance, or another applicable field.
Salesforce experience.
Experience in the solar industry.
Experience with loan servicing and/or lease servicing platforms.

Responsibilities

Manage vendor relationships by monitoring performance against SLAs, tracking deliverables, and maintaining current contract and contact documentation.
Coordinate communication and projects between internal departments and external vendors, ensuring clear expectations, timely information flow, and alignment on deliverables and deadlines.
Track and monitor collections performance across portfolios and report progress in leadership and investor meetings.
Support and develop collections practices that drive results while following applicable policies and regulations.
Investigate and resolve operational issues and escalations, conduct root-cause analysis, and coordinate corrective action plans with internal stakeholders and vendor partners.
Coach and develop sub-servicers through activities such as performance reviews, refresher training, corrective action plans, and procedure updates.
Support compliance with regulatory requirements, including FDCPA guidelines, internal policies, and data security standards by participating in audits, assessments, and remediation efforts.
Work with servicing operations teams to reconcile data discrepancies, validate reconciliations, and streamline handoffs between internal teams and external vendors.
Prepare ad hoc analysis and operational reports using Excel, SQL, or business intelligence tools to provide insights into vendor performance, servicing outcomes, and invoicing accuracy.