- Functions as the primary contact for customer concerns regarding situations that would occur after a loan is funded, such as collection issues, unsolicited marketing materials, invoice tracking, account executives, rates, etc.
- Responsible for managing cases within their portfolio for daily returned payments; includes reaching out to customer to resolve the payment and provide instructions to accounting on how to reprocess the payment
- Responsible for monitoring and maintaining assigned accounts- customer calls, account adjustments, small balance write off, customer reconciliations and processing credit memos.
- Reconcile customer disputes as they pertain to payment of outstanding balances that are due.
- Accountable for reducing delinquency for assigned accounts, which entails a high volume of phone calls to customers.
- Enlist the efforts of sales and senior management when necessary to accelerate the collection process.
- Must communicate and follow up effectively with the Sales Department regarding customer accounts on a timely basis.
- Prepare monthly delinquency notices
- Provide excellent and considerate customer service and internal and external customer interface
- 3 – 5 years' experience in a high volume corporate collections environment
- Knowledge of billing and collections procedures
- 2-3 years' experience working in a fast-paced environment
- Proficient in Microsoft Office including Excel, Word, and Outlook.
- Strong verbal and written communication skills
- Excellent phone etiquette.
- Critical thinker
- Requires sound judgment
- Ability to synthesize information and draw conclusions
- Ability to discern when confidentiality must be observed.
- Requires excellent organizational skills and attention to detail.
-
Collections Specialist
1 week ago
Solomon Page San Diego, United StatesOur client, a large automotive organization, is looking for a talented Collections Specialist to add to their team. This role will require the selected profession to perform warm business-to-business collections on key accounts for the organization. This is a very fast-paced, hig ...
-
Collections Specialist
6 days ago
Solomon Page San Francisco, United States PermanentOur client, a large automotive organization, is looking for a talented Collections Specialist to add to their team. This role will require the selected profession to perform warm business-to-business collections on key accounts for the organization. This is a very fast-paced, hig ...
-
Collections Associate Specialist
3 weeks ago
Vert Environmental @ San Diego San Diego, United StatesJob Description · Job DescriptionLooking for a career with exponential growth? · VERT has got you covered We are searching for a career-driven individual looking to make his or her mark We are hiring a Collections Associate for our San Diego County Branch. Our Collection Associat ...
-
Portfolio Management Specialist, Collections
3 days ago
Ignite Human Capital San Diego, United StatesPortfolio Management Specialist · Monday-Friday, 7:30-4:00 · Hybrid Position: 3-days Onsite, 2-days Remote · Non-exempt/Hourly Pay Rate: $ Bonus · What You'll Be Doing: · This highly visible position provides customer support in a fast paced, sales driven organization. The Portfo ...
-
Portfolio Management Specialist, Collections
3 weeks ago
Ignite Human Capital San Diego, United StatesJob Description · Job DescriptionPortfolio Management Specialist · Monday-Friday, 7:30-4:00 · Hybrid Position: 3-days Onsite, 2-days Remote · Non-exempt/Hourly Pay Rate: $ Bonus · What You'll Be Doing: · This highly visible position provides customer support in a fast paced, sale ...
-
Portfolio Management Specialist, Collections
1 week ago
Ignite Human Capital San Diego, United StatesPortfolio Management SpecialistMonday-Friday, 7:30-4:00Hybrid Position: 3-days Onsite, 2-days RemoteNon-exempt/Hourly Pay Rate: $ BonusWhat Youll Be Doing:This highly visible position provides customer support in a fast paced, sales driven organization. The Portfolio Management S ...
-
Collection Specialist
3 weeks ago
Balboa Thrift and Loan Chula Vista, United StatesFinancial Institution seeking a full-time Collection Specialist with a minimum of 2 years of automobile collection experience. Must be able to provide excellent customer service and communicate effectively with customers while receiving and making telephone calls for payment arra ...
-
Information Technology Specialist
3 weeks ago
Insight Global San Diego, United StatesContract: 7 years, potential to convert permanent · Pay: $29.50/hr · Location: Point Loma · Required Skills and Experience * · 3+ years of information technology support and desktop support experience · Strong customer service skills and attitude · Advanced troubleshooting expe ...
-
Credentialing Specialist
3 weeks ago
UC San Diego San Diego, United StatesWe are seeking to hire a Credentials Specialist to be part of our internal Credentials Verification Operations (CVO) team and shall be accountable for performing the primary source verification process for all initial and reappointment applications. The Credentials Specialist wi ...
-
Scheduling Specialist
3 weeks ago
Scripps Health San Diego, United States Full timeJob Description · At Scripps Health, you will experience the pride, support, and respect of an organization that has been repeatedly recognized as one of the nation's Top 100 Places to Work. · You'll be surrounded by people committed to making a difference in the lives of their ...
-
GI Endoscopy Tech II
2 weeks ago
UC San Diego San Diego, United StatesThe GI Endoscopy Technician II is responsible for setting up and assisting physicians and nurses with all GI procedures (including ERCP's and other advanced procedures). The GI Endoscopy Technician II performs at an advanced knowledge and skill level. Duties include but are not l ...
-
LocumJobsOnline San Diego, United States Full timeLocumJobsOnline is working with The Inline Group to find a qualified Nephrology MD in Redding, California, 96001 · About The Position · Shasta Critical Care Specialists - Full Time · scheduling between the hospital, dialysis center, and clinic · Employed · Call Schedule: 6 nights ...
-
Medical Technical Engineering Specialist
2 days ago
ISEE Career Solutions, Inc. San Diego, United StatesCompany Overview · The Company, founded in 2002 in Seoul, South Korea, is the world leader in 3D measurement and inspection technology used in the production of micro-electronics assemblies. Using patented 3D technology, the company provides best-in-class products in Solder Paste ...
-
Logistics Specialist
2 weeks ago
Manpower San Diego San Diego, United StatesPOSITION SUMMARY: · The Logistics Specialist will manage operational activities related to the coordination and execution of shipments and materials management for Halozyme materials. This includes movement of materials across Halozyme's Contract Manufacturing/Warehouse sites and ...
-
Orthoptist - Certified
3 weeks ago
Rady Children's Hospital-San Diego San Diego, United States Full timeJOB SUMMARY: · Under the general supervision of the Ophthalmology Division Chief, performs an array of duties in the Ophthalmology Division to include providing clinical services to patients. · MINIMUM QUALIFICATIONS: · Bachelor's Degree · 2 years in an accredited Orthoptic pr ...
-
accountant specialist
3 weeks ago
Walden Environment San Diego, United StatesJob Description · Job Description Description: We are seeking a dynamic and detail-oriented Accounting Specialist to join our mission driven organization. This role is an excellent opportunity to utilize and expand your accounting skills in a rewarding and mission-driven environ ...
-
Locum Physician
2 weeks ago
LocumJobsOnline San Diego, United States Full timeLocumJobsOnline is working with Medicus Healthcare Solutions to find a qualified Pediatrics MD in California · About The Position · Medicus is partnering with a hospital in northern California with an opportunity for a Pediatric Hospitalist to assist their team. · Opportunity Ove ...
-
Accounting Manager
3 weeks ago
Powerflex San Diego, United StatesScope of Job · PowerFlex, an EDF Renewables company, is a leading national provider of intelligent onsite energy solutions that support carbon-free electrification and transportation. The Company delivers integrated solar, storage, EV charging, and microgrid systems, to business ...
-
Staff Accountant
3 weeks ago
Center for Creative Leadership San Diego, United StatesWho We AreThe Center for Creative Leadership (CCL) is a top-ranked global provider of leadership development, training, and solutions servicing a global customer base. From team-builders and problem solvers to creative thinkers and transformational visionaries, our people are the ...
-
Clinical Nurse Specialist-EC Medical Center
3 days ago
UC San Diego San Diego, United StatesUC San Diego Health is a Magnet designated organization, which is a prestigious recognition that applies to only 10% of all U.S. hospitals. Magnet is the "gold standard" for nursing excellence and is based on strengths in five key areas which include transformational leadership, ...
Portfolio Management Specialist, Collections - San Diego, United States - Ignite Human Capital
Description
Portfolio Management Specialist
Monday-Friday, 7:30-4:00
Hybrid Position: 3-days Onsite, 2-days Remote
Non-exempt/Hourly Pay Rate: $ Bonus
What You'll Be Doing:
This highly visible position provides customer support in a fast paced, sales driven organization. The Portfolio Management Specialist provides customer service regarding collection issues, processing and reviewing account adjustments, resolving client discrepancies and short payments. This position reports to the Portfolio Management team and serves as the primary contact for customer concerns. Manages portfolio of own deals.
An Ideal Candidate Looks Like This:
Ability to prioritize work and shift priorities quickly, and handle multiple assignments and tasks simultaneously
Powered by JazzHR
Portfolio Management Specialist, Collections professionals in San Diego
-
Robert Thomas
Federal Business Developer
-
lena lu
Student
-
Paulette Drapeau
………..
-
Jacquelyn Mifune
Product Development Manager
-
Zane Mandt
People Resources Professional
-
Mohammad Amini
Finance Manager