Portfolio Specialist

Established in 2018, Clicklease is dedicated to empowering small business owners frequently overlooked by traditional lenders. Our headquarters are located in the vibrant city of West Valley City, UT, with operations extending to Radial, Alajuela, Costa Rica. We've cultivated a dynamic environment where equipment financing goes beyond being a mere service; it acts as the gateway to realizing entrepreneurial dreams.

Our Core Values:

1. We Are A Happy Company:
At Clicklease, happiness is not just a byproduct; it's a fundamental value. Join a workplace where positivity and joy are cultivated, creating an environment where you can bring your best self to work every day.

2. We Celebrate Collective Intelligence:
We thrive on the brilliance of collaboration. Clicklease is a space where diverse minds come together, combining their intelligence to create solutions that matter. Your ideas are not just heard; they're celebrated.

3. We Practice Empathy:
Empathy isn't just a word in our dictionary; it's a daily practice. Join a team that values understanding and compassion. At Clicklease, we recognize the human side of business and foster a culture where empathy is a guiding principle.

4. We Listen & Learn:
Growth is a continuous journey at Clicklease. We believe in listening and learning from one another. Your insights and experiences contribute to our collective knowledge, making us stronger as a team.

Our Mission:

At Clicklease, we have a clear purpose - to fulfill the capital needs of underserved entrepreneurs and their Main Street Businesses. We achieve this mission through simple, fast, and innovative equipment leasing solutions. This is not just a statement; it's the driving force behind everything we do.

Portfolio Specialist

Help support small businesses by driving account resolution and portfolio servicing operations in a fast-paced fintech environment where your work directly impacts customer outcomes and portfolio performance.

Role Details

Modality: On-Site - Draper, Utah

Schedule: Full-Time; employees work the same hours and days each week, with consistent start and end times

Compensation: $40,000-$50,000 + Competitive performance-based bonus program

About Clicklease

Clicklease is transforming how small businesses access the equipment they need to grow. Our technology platform uses data and automation to make equipment financing faster, simpler, and more accessible for business owners across the United States.

About the Role

The Portfolio Specialist helps Clicklease support portfolio performance and customer account resolution by managing delinquent account workflows, servicing activities, and operational processes related to collections, fraud support, and repossession coordination.

This role is ideal for someone who enjoys problem-solving, thrives in a fast-paced operational environment, and is motivated by helping drive efficient account resolution outcomes while maintaining strong attention to detail.

The Team

The Portfolio Operations team plays a critical role in supporting portfolio health, customer account servicing, and operational execution across the business. Team members work collaboratively across collections, legal support, fraud operations, and portfolio servicing functions to deliver strong customer and business outcomes.

What You'll Do

• Manage assigned delinquent portfolio accounts and support account resolution workflows.
• Review account activity and determine appropriate next steps, including escalation to legal collections, repossession coordination, fraud review support, or settlement processing.
• Conduct inbound and outbound communications related to account servicing and resolution activities.
• Maintain accurate account records, servicing documentation, and operational updates within company systems.
• Monitor portfolio activity and contribute to departmental delinquency and recovery performance goals.
• Coordinate with internal stakeholders and external partners regarding account activity and documentation requirements.

What You Have

• High school diploma or equivalent required.
• 2+ years of experience in collections, portfolio servicing, financial operations, customer account management, or related operational environments.
• Experience supporting delinquent account workflows or account resolution processes.
• Proficiency with Microsoft Office and business systems/platforms.

What Will Make You Stand Out

• Experience within fintech, leasing, consumer finance, or financial services environments.
• Experience supporting legal collections, repossession coordination, fraud workflows, or settlement operations.
• Bilingual English/Spanish capabilities.

What Success Looks Like in the First 6 Months

• Independently manages assigned portfolio workflows with minimal supervision.
• Consistently meets operational productivity and account resolution expectations.
• Demonstrates accuracy in account documentation, servicing updates, and escalation handling.
• Builds strong working relationships across collections, legal support, and portfolio operations teams.

Why Join Clicklease

Clicklease is transforming how small businesses access the equipment they need to grow. Our technology platform uses data and automation to make equipment financing faster, simpler, and more accessible for business owners across the United States.

At Clicklease, you'll work on meaningful problems that directly impact small businesses while collaborating with a team that values ownership, accountability, and continuous improvement.

We look for people who take initiative, work collaboratively, and care deeply about delivering great outcomes for customers and partners.

In return, you'll have the opportunity to grow your career, contribute to a rapidly scaling fintech platform, and work alongside talented colleagues who are passionate about building great products and services.

What We Offer

• Competitive salary
• Medical, dental, and vision insurance
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options
• 401(k) with company match
• Employer-paid short-term disability (STD), long-term disability (LTD), and life insurance
• Paid time off and company holidays
• Paid maternity leave
• Professional development and learning opportunities

Benefits eligibility and details may vary based on role and employment status.

Clicklease only accepts resumes submitted in English