GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.
We Are Looking to Add a Key Member to our Collections Team!
The Portfolio Manager handles outbound and incoming communication related to outstanding delinquent lease payments. Additionally responsible for resolution of account administrative delinquencies for GreatAmerica customers. The Portfolio Manager utilizes initiative to investigate and determine why customers are delinquent on lease agreements as well as carries out responsibilities in the following functional areas: collections, customer service.
As An Portfolio Manager, You’ll
Contact and collect accounts 10-60 days past due to arrange for timely payments
Process phone calls, internal inquiries, meetings, and other requests simultaneously
Process research and correspondence in relation to customer disputes and collection problem inquiries
Work in a team based environment that includes customer support from inbound calls and outbound calling on both internal and external customers including billing, taxation, insurance, maintenance, contract terms, purchase options and account history
Determine why customers are delinquent and overcome obstacles to ensure payment
Expectation to work 30 accounts per day
Lives the GFSC principles and is involved in cross functional team efforts/training as required
To Be Successful In This Role You’ll Need
Education
Associates Degree or Bachelor's degree in Business, Marketing or related field is preferred or equivalent education/experience
Experience
Collection experience in financial services or leasing equivalent, preferred not required.
Other Requirements
Demonstrated ability to perform in a high intensity, customer focused environment
Proven track record of excellent written and verbal communication skills and negotiation skills
Ability to research, analyze and resolve problems
General math and computation skills-oral
People Skills
Ability to follow processes and procedures
Ability to effectively process high volume incoming/outgoing phone calls
Please note that the internal title for this position is Portfolio Manager, but it may also be referred to as an Collections Specialist or Account Resolutions Specialist, or similar titles in other organizations. Our aim in advertising different titles is to ensure candidates looking for these opportunities see them in their job search. We always want to ensure candidates have a clear understanding of the role and responsibilities, and as such invite you to review the job advertisement and qualifications closely to determine if this position aligns with your skills and experience, regardless of title.
Financial Benefits
Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:
Competitive Compensation
Monthly Bonuses for Eligible Employees
401(k) and Company Match
Annual Profit Sharing
Paid Time Off
Health, Wellbeing, And Family Planning Benefits
Paid Vacation - starting at 80 hours annually for employees in their first year of service.
Paid Sick Days - Ten (10) per year with a conversion option for unused time.
Ten (10) Paid Holidays per year
Gym Reimbursement
Health Insurance
Dental Insurance
Vision Insurance
Short-Term and Long Term Disability
Company Paid Life Insurance
Flexible Spending Accounts (FSA)
Health Savings Accounts (HSA)
Employee Assistance Program
Parental Leave
Education And Career Planning Benefits
Tuition Assistance
Networking Opportunities
Leadership Development Opportunities
Perks
Paid Parking
Service Awards
Hybrid work arrangements
Business casual environment
A strong organizational culture focused on our greatest asset: you!
If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at www.greatamerica.com/careers.
Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.
Seniority level
Entry level
Employment type
Full-time
Job function
Other
Industries
Financial Services
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