Portfolio Account Manager
$30 - $32 per hourContemporary Staffing Solutions
Job Title: Portfolio Account Manager
Job Overview:
Contemporary Staffing Solutions is seeking a Portfolio Account Manager to join our client in a role that supports key business operations and contributes to important organizational initiatives. Located in Malvern, PA, this is an Onsite, Contract to Hire opportunity that offers the chance to work closely with lending professionals while managing essential account and portfolio activities. The role plays a key part in maintaining accurate financial records, supporting client service efforts, and ensuring operational processes are completed efficiently and in accordance with established guidelines. Candidates who thrive in detail oriented environments and enjoy collaborating across business functions will be well positioned for success.
Compensation:
$30.00 - $32.00/hour
Work Schedule:
Monday through Friday; typical start time is 8:30 AM with flexibility based on commute needs
Key Responsibilities of the Portfolio Account Manager:
This opportunity provides valuable hands on experience supporting complex financial operations while working alongside experienced professionals. You will gain exposure to a variety of lending and portfolio management activities, build cross functional relationships, and contribute to important day to day business processes. The role also offers structured training and ongoing support to help you develop and expand your skills.
About Us:
Contemporary Staffing Solutions (CSS) is a trusted leader in providing contract, temporary, temp to hire, and direct hire staffing solutions. With decades of experience, we have grown from a staffing agency into a nationwide provider of workforce management solutions. Our niche recruitment expertise spans Accounting & Finance, Call Center & Office Support, Human Resources, Sales & Marketing, and Information Technology. Explore more about CSS and how we connect great talent with exceptional opportunities by visiting Contemporary Staffing Solutions.
Job Overview:
Contemporary Staffing Solutions is seeking a Portfolio Account Manager to join our client in a role that supports key business operations and contributes to important organizational initiatives. Located in Malvern, PA, this is an Onsite, Contract to Hire opportunity that offers the chance to work closely with lending professionals while managing essential account and portfolio activities. The role plays a key part in maintaining accurate financial records, supporting client service efforts, and ensuring operational processes are completed efficiently and in accordance with established guidelines. Candidates who thrive in detail oriented environments and enjoy collaborating across business functions will be well positioned for success.
Compensation:
$30.00 - $32.00/hour
Work Schedule:
Monday through Friday; typical start time is 8:30 AM with flexibility based on commute needs
Key Responsibilities of the Portfolio Account Manager:
- Support a portfolio of commercial lending relationships by coordinating ongoing account administration, documentation management, and client service activities.
- Oversee critical loan related transactions, including funding requests, disbursements, settlements, and account maintenance throughout the lending lifecycle.
- Ensure records, reports, and supporting documentation are accurate, organized, and available for internal reviews, audits, and compliance requirements.
- Serve as a central point of coordination between lending professionals, clients, and internal business partners to facilitate efficient issue resolution and information exchange.
- Maintain portfolio quality through ongoing monitoring, payoff processing, release documentation, and adherence to established operational procedures.
- Experience supporting commercial lending, banking operations, financial services, or a related business environment.
- Strong ability to manage documentation, prioritize multiple responsibilities, and maintain accuracy in a fast paced setting.
- Knowledge of loan servicing, portfolio administration, account maintenance, or similar financial processes.
- Excellent communication and relationship management skills with the ability to collaborate effectively across teams.
- Demonstrated attention to detail and commitment to following regulatory requirements, internal controls, and established procedures.
This opportunity provides valuable hands on experience supporting complex financial operations while working alongside experienced professionals. You will gain exposure to a variety of lending and portfolio management activities, build cross functional relationships, and contribute to important day to day business processes. The role also offers structured training and ongoing support to help you develop and expand your skills.
About Us:
Contemporary Staffing Solutions (CSS) is a trusted leader in providing contract, temporary, temp to hire, and direct hire staffing solutions. With decades of experience, we have grown from a staffing agency into a nationwide provider of workforce management solutions. Our niche recruitment expertise spans Accounting & Finance, Call Center & Office Support, Human Resources, Sales & Marketing, and Information Technology. Explore more about CSS and how we connect great talent with exceptional opportunities by visiting Contemporary Staffing Solutions.
Vacancy posted 16 days ago
Similar jobs that could be interesting for youBased on the Portfolio Account Manager in Malvern, PA vacancy
- ...related transactions, while supporting Relationship Executives/Managers and ensuring service continuity for donors. Applies sound... ...Serve as a primary or secondary point of contact for assigned portfolio of donors, supporting complex philanthropic activity and transactions...SuggestedWork at office
- ...SCIENCES + PREFERABLY A SCIENTIFIC DEGREE GENERAL DESCRIPTION: The Account Manager will be part of Biopeptek (DBA Valley Forge Pharma) Business... ...for managing existing client relationships within their portfolio to create a positive client experience and drive...SuggestedFull time
- Bryn Mawr Trust, a WSFS Company, seeks a Municipal Bond Credit Analyst/PM to oversee municipal bond portfolio management, trading, and issuer due diligence. The role spans broader fixed income contributions and client portfolio support. The ideal candidate has 10-15 years...Suggested
$111.44k - $183.08k
...Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions... ...all areas of the firm's municipal bond portfolio management including municipal bond... ...maintain municipal bond strategies across SMA accounts balancing client risk/return objectives....SuggestedFull timeWork at officeFlexible hours$65k - $70k
...Job Description Job Description CCR Management Services, Inc is looking for a Portfolio Community Manager to join our growing team in Exton, PA! If... ...and capital improvement projects, and hold vendors accountable to scope, budget, and schedule. Conduct regular...SuggestedWork at officeRemote workFlexible hoursAfternoon shift- WSFS Bank is seeking a Private Banking Portfolio Manager to partner with Relationship Managers and Portfolio Administrators. You will monitor client portfolios, conduct annual reviews, renew facilities, and underwrite new lending opportunities in alignment with Credit Policy...
- ..., locally headquartered bank and wealth management company in the region and are honored to... ...and our purpose. The Healthcare Banking Portfolio Manager will manage a portfolio of Healthcare... ...the management of loan and deposit accounts as well as the sale of additional credit...Full time
$65k - $70k
CCR Management Services, Inc. is seeking a Portfolio Community Manager to join our team in Exton, PA. You’ll work closely with volunteer boards, homeowners, and vendors to help communities thrive. We offer a competitive salary of $65,000-$70,000, comprehensive medical/...Remote jobFlexible hours$77.39k - $127.14k
...locally headquartered bank and wealth management company. We are honored to consistently... ...and our purpose. The Private Banking Portfolio Manager will work closely with Relationship... ...of commercial lending and accounting standard practices. Must be self-motivated...Work experience placementFlexible hours- Bryn Mawr Trust, a WSFS Company, seeks a Municipal Bond Credit Analyst/PM to manage municipal bond portfolios, perform issuer due diligence and contribute to fixed income trading. This role requires 10-15 years’ experience, strong credit analysis, advanced Excel, and MSRB...
- Join Vanguard's Private Markets Fund Accounting Oversight team and help support the continued growth of our alternative investments business... ...of Vanguard's alternative investments operating model.Manage relationships with outsourced fund accounting providers, monitor...Full time
- ...Description Job Description Description: About Leo Leo is a portfolio of trusted service companies operating under one brand. Our... ...Service Group, a Powered by Leo portfolio company. The Account Manager is responsible for the day-to-day delivery of facilities...Contract workLocal areaFlexible hoursWeekend work
- ...Job Title: Respiratory Account Manager Location: Remote with 50% travel component - Ideal candidate to live in SE portion of the United States Type: Direct Hire Joule has a client seeking a highly skilled Respiratory Account Manager to join our team. The ideal...Full timeLive inLocal areaRemote work
$107.5k - $173.08k
...attract, engage and hire the right talent. Avantor’s Product & Portfolio Management vertical is a crucial part of this mix, enabling all our... ...coverage, wellness programs, health savings and flexible spending accounts, a 401(k) plan with company match, and an employee stock...Full timeFor contractorsLocal areaRemote workWorldwideFlexible hours$106.7k - $177.9k
Position may be based in Radnor, PA., Wilmington, DE. or Syracuse, NYOverview:Provides portfolio management (trading) services across a large number of more complex accounts (estimated at 300 Investment Policy’s and over 1 Billion in AUM) to transition portfolios toward...Full timeWork experience placementWork at office$70k - $85k
The Account Manager is responsible for the day-to-day servicing of commercial lines clients and maintenance of exceptional customer relations. This person acts as a generalist within our industries. Duties/Responsibilities Manage and retain existing book of business...Full timeCasual workWork at officeRemote work- State Street is seeking a Hedge Fund Administration Manager to oversee day-to-day accounting and administration for multiple client-sponsored funds. The role requires strong interpersonal and communication skills, initiative, and the ability to manage multiple assignments...Local area
- A leading insurance firm is seeking an Account Manager in Berwyn, PA. This role involves managing a book of business, ensuring exceptional customer service, and handling policy renewals and changes. The ideal candidate will possess a bachelor's degree, a valid insurance...Remote job
- Core Responsibilities:Responsible for the growth of prospects within their assigned book. Book of business includes small to mid-size prospects with higher complexity, with most significant opportunities within asset range for Client Lifetime Value growth across Recordkeeping...Full time
$139.3k - $219.3k
AXA XL is an Equal Opportunity Employer. Claims Account Manager - Wholesale Location - Exton, Hartford, NYC, Chicago As a Claims Account Manager - Wholesale, you will be responsible for claim account management functions for customers in our growing Wholesale (Programs...- ...Job Details: Building Automation Sales Account Executive My client is a top notch Building Automation and Energy Management company that is actively looking for a Building Automaton Sales Account Executive to go after business in the tri-state Philly market. Must...For contractors
- ...Account Manager (Property and Casualty Insurance) - Full Time Location: Media, PA, 19063 Experience you will need: Property Casualty License Knowledge of Group Benefit Products Minimum of five (5) years of insurance experience Computer experience...Remote jobFull time
$55k - $65k
...Launch Your Career in Industrial/Technical Sales!Grow Our Own (GO2) – Account Manager Training ProgramGO2 is our 12 month development program designed for recent graduates interested in a career in technical sales. Because our Account Manager and Outside Sales roles require...Full timeTraineeshipInternshipRelocation$152k - $209k
...reach new heights with a team that has your back.Your ImpactThe Account Executive will play a crucial role in driving significant... ...Selling.· Strong skills in territory planning, forecasting, and managing a full sales cycle.· Excellent critical judgment to analyze complex...Full timeTemporary workLocal areaRemote workFlexible hours$120k - $140k
An executive recruiting firm is seeking an experienced Accounting Manager to lead accounting operations in Berwyn, PA. This role includes managing financial reporting, supervising staff, and collaborating on audits and ERP implementation. Ideal candidates should have a...$58.14k - $72k
...way to connect with partners around the globe! Summary: The Accounts Payable Lead will be responsible for the Accounts Payable function... ...reconciliations and reporting. Responsibilities: • Manage the full cycle accounts payable process working closely other team...Full time$8k
...’ll be doingWith your sales experience, ability to efficiently manage your time, excellent customer relations skills, and excitement... ...continuously hunting and prospecting for new business or growing existing accounts, you'll consult with customers to identify their business...Full timeTemporary workPart timeWork experience placementShift work- ...strategic sales activities, build relationships with key hiring managers, negotiate business terms, and manage the entire hiring process... ...build a career in Recruiting, Sales, Business Development, or Account Management.Experience in a Sales, Business Development, Account...Full time
- ...obsessed with ensuring we reach as many like-minded gearheads across the globe.Under the supervision of the Director of Vendor Program Management, the Vendor Program Manager will aid in the management of stores by owning assigned vendor relationships negotiating program...Work at office
$60k - $75k
The Assistant Account Manager assists in the day-to-day servicing of commercial lines clients. The position supports one or more Account Managers on their book of new and renewal business by handling first level processing and maintenance of exceptional customer relations...Full timeCasual workWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Account Manager. Be the first to apply!



