Portfolio Analyst

Job Description

Schedule: Monday-Friday, 8:00 AM - 5:00 PM

About the Role

We are seeking a detail-oriented and analytical Portfolio Analyst to join our Portfolio Management team. In this role, you will be responsible for monitoring, analyzing, and protecting a portfolio of accounts receivable collateral while supporting clients with effective receivables management strategies. The ideal candidate will have strong communication skills, excellent organizational abilities, and a customer-focused approach to managing collections and minimizing risk.


Key Responsibilities

• Manage and assist in the collection of client accounts receivable while maximizing portfolio performance and reducing delinquencies and bad debt write-offs.
• Conduct professional collection activities using effective negotiation, persuasion, follow-up, and problem-solving skills.
• Build and maintain strong client relationships through timely and professional communication.
• Analyze account portfolios to identify risk factors, collection trends, and opportunities for improvement.
• Educate and guide clients on accounts receivable management best practices and collection strategies.
• Prioritize multiple tasks and changing demands while maintaining excellent customer service standards.
• Prepare concise written communications and interact professionally with clients and internal stakeholders.

Qualifications

• High School Diploma or equivalent required.
• 0-3 years of professional experience.
• Business-to-Business Accounts Receivable Collections and/or Cash Application experience preferred but not required.
• Strong analytical, organizational, and time-management skills.
• Excellent verbal and written communication abilities.
• General computer proficiency.
• Ability to work independently while managing multiple priorities.

What We're Looking For

• Self-motivated and highly organized professional.
• Strong customer service mindset.
• Ability to assess risk and make sound decisions within established guidelines.
• Comfortable working in a fast-paced environment with changing priorities.
• Strong attention to detail and commitment to delivering high-quality work.

Physical Requirements

This position is primarily office-based and requires frequent sitting, computer work, typing, reading, written communication, and analytical reasoning. Occasional standing, walking, and lifting up to 25 pounds may be required

Meet Your Recruiter

Audrey Sullivan
HatchELITE

View email address on click.appcast.io


View email address on click.appcast.io


About Milwaukee, WI

Ready to kickstart your career in the vibrant region around Milwaukee, Wisconsin? Embrace endless growth opportunities and unbeatable charm in this bustling city along Lake Michigan. From the mesmerizing Milwaukee Art Museum to the pulsating energy of the Harley-Davidson Museum, this area offers a blend of cultural experiences and bustling city life. Indulge in delectable cheese curds and custard, catch a show at the historic Pabst Theater, or cheer on the Brewers at American Family Field. Discover your next career move while soaking up the area's unique culture and charm. Explore our job listings today and take your career to new heights in Milwaukee, Wisconsin!