Portfolio Account Specialist
Job Summary
Supporting the Portfolio (Collections) Department, the full-time Portfolio Account Specialist will manage customer accounts, communicate with clients regarding their payment statuses, and assist in negotiating resolutions for products in default, with the option for a hybrid work schedule upon successful training.
Key responsibilities
- Communicate directly with customers via phone, text message, or email regarding account statuses
- Audit accounts daily to determine case status and maintain oversight of all accounts within the Portfolio Department
- Process credits or debits with merchants and assist customers in reconciling their ACH debits
Required qualifications
- 1-2 years of collections or customer service experience
- High School diploma; Associate Degree or higher preferred
- Proficiency in Microsoft Word and Excel
- Knowledge of Legal, Bankruptcy, and/or UCC regulations
- Typing speed of over 45 WPM
Complete Job Description
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