Job
Description
Our Risk
Management Department is looking for a Portfolio Analyst with at least 7 or
more years of collection experience in the leasing industry. This individual
must maintain delinquency goals as specified from management by managing delinquent
accounts to bring them current in a timely manner. One must have strong reconciliation skills
along with the ability to identify, monitor and report to manager delinquencies
and risks within the portfolio. Strong communication skills, both written and
verbal are required to support the business and interface between
internal/external customers and other departments within the organization. Must have excellent interpersonal skills and
work well within a cohesive team environment.
Responsibilities
- Manage cradle-to-grave term portfolio servicing,
coordinating with all relevant stakeholders throughout the transaction
lifecycle.
- Proactively manage accounts for early detection
of default events.
- Manage assigned account delinquency and SFS
procedures for default actions and escalation process.
- Manage assigned accounts including but not
limited to events such as early buyout options, early terminations, partial
dispositions, contract restructures, transfers of interest, and default
actions.
- Responsible for managing key customer
relationships, and complex servicing arrangements.
- Provide expertise in the resolution of payment
disputes, including the reconciliation of lease/loan payments, and high
visibility collection issues with respect to personal property taxes.
- Manage unapplied suspense accounts by quickly
identifying unapplied suspense payments and accurately clearing the suspense
account.
- Maintain accurate records of collection
activities including documenting activities in the Contract Management System
in a timely manner.
Required Knowledge/Skills, Education, and Experience
- 7 or more years of portfolio management
experience preferably in the leasing industry.
- Experience with single transactions ranging from
$500K to $10M.
- Customer contact experience with strong customer
service focus
- Ability to meet deadlines and handle multiple
tasks in an effective manner
- College degree or equivalent work experience
- Professional written and verbal communication
skills
- Good PC skills – Basic level MS-Excel, MS-Word
- Cassiopae or other leasing software experience
- Familiarity with lease/loan documentation
- 30% of travel time may be expected.