Account Resolution Specialist

Portfolio Manager

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.

The Portfolio Manager works in a cross-functional team; reports to a designated Team Leader; Portfolio Management Functional Leader, and assists other teams and functions with portfolio management issues.

As a Portfolio Manager, you will:

• 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 solution oriented environment that includes customer support - from in-bound 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 36 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 will need:

Education

• High school graduate or equivalent

Experience

• Desire collection experience in financial services-leasing or equivalent- but not necessary

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

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:

Financial Benefits

• 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.