Portfolio Servicing Specialist
TwinFold Capital
We are seeking a detail-oriented and professional Portfolio Servicing Specialist to manage and resolve past-due business loan accounts. The ideal candidate has strong communication skills, a solid understanding of loan servicing, and the ability to work with business owners to find practical repayment solutions while protecting company interests. Key Responsibilities Manage the company’s funding portfolio Proficient in CRM and loan servicing platforms for updating loan records, documenting borrower interactions and tracking collection activity Contact business owners via phone, email, and written correspondence to collect past-due payments Review loan agreements, payment histories, and account documentation Monitor accounts for compliance with agreed payment plans Accurately document all collection activity in the loan management system Escalate accounts when necessary for legal action or third-party collections Ability to work with senior leadership Qualifications 1–3+ years of experience in loan collections, credit & collections, or financial services Experience with small business or commercial loans preferred Strong negotiation and problem-solving skills Professional, respectful communication style Ability to handle difficult conversations while maintaining positive client relationships High attention to detail and strong organizational skill Experience working with financial data and loan documentation Compensation & Benefits (after 60 days of Employment) Competitive salary or hourly rate based on experience Performance-based incentives or bonuses Health, dental, and vision insurance Paid time off and holidays Paying 95% of employer-sponsored health insurance plan Paying 100% of dental/vision/life plan Weekly catered lunches Kitchen stacked with a variety of coffee, drinks and snacks #J-18808-Ljbffr
$170k - $300k
...For additional information, please review .**Role:**The *Senior Portfolio Advisor*, *North America* will report to the Head of Portfolio... ...knowledge of the industry and direct competitors' products/services in order to contribute to the commercial objectives of the business...SuggestedFull time$234.28k - $398.27k
...resources that allow you to hone existing skills and learn new ones "I can succeed as a Senior Manager of Portfolio Architecture, supporting Global Business Services (GBS) andCorporatefunctions at Capital Group" Capital Group is seeking a seasoned technology leader...SuggestedTemporary workLocal areaFlexible hours- Citigroup Inc. is looking for a Senior Portfolio Advisor in Beverly Hills, California, who will manage strategic client engagements and investment solutions. The ideal candidate will have over 10 years of experience in investment strategies, excellent communication skills...Suggested
- Citi is looking for a Senior Portfolio Advisor in Beverly Hills, California. The ideal candidate will have 10+ years of experience in developing investment strategies and strong communication skills. Responsibilities include driving messaging for the CIO Team, collaborating...Suggested
$114.54k - $194.58k
...Los Angeles is seeking an Associate Banking Advisor to assist Portfolio Banking Advisors with client portfolios and internal administration... ...should have over 5 years of experience in financial services and knowledge of banking products. Competitive salary range of...Suggested- ...Job Title: IT Enterprise Portfolio & Value Manager Location: Vienna, VA Type: Contract Contractor Work Model: Hybrid Hours: 40 hours a week Job Description: Responsibilities Understand and analyze portfolio needs to create and implement portfolio maturity plans Oversee...Contract workFor contractorsLocal area
$124.36k - $146.3k
...types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding... ...assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s)...Temporary workWork experience placementLocal area- ...BMO is seeking a Portfolio Manager for its Commercial Real Estate group in Los Angeles, California. This key position will involve analyzing lending proposals and managing client portfolios to ensure quality and compliance with bank policies. The ideal candidate will have...
$95k - $135k
...Responsibilities include analyzing investment opportunities, preparing memos for the investment committee, and managing existing portfolio investments. Comprehensive benefits and salary range of $95K to $135K offered. Join a dynamic team focused on delivering high-quality...$87.61k - $124.85k
...also eligible for an annual bonus. Summary Makes and services a wide variety of loans, commercial real estate loans or lines... ...which involve large amounts of money and important customers. The Portfolio Manager is responsible for identifying, soliciting and...- ...Portfolio Manager Job Description TO APPLY EMAIL COVER LETTER AND RESUME TO ****@*****.*** FOR CONSIDERATION Reports to: Associate Director... ...-outs by ensuring tenants are receiving appropriate care and service. Assist the Associate Director of Operations in implementing...Hourly payFull timeWeekend workAfternoon shift
- ...A major financial services firm is seeking an Automotive Floorplan Portfolio Manager in Los Angeles. This role involves managing a portfolio of automotive dealerships, driving sales, and ensuring excellent servicing of accounts. Candidates should have 3+ years in finance...Remote work
$159.97k - $188.2k
...collaborative team structure, strong leadership support, a rich product portfolio, and exceptional prospecting opportunities. Responsibilities... ...business Strong sales and relationship management/client services skills Ability to effectively present investment strategies to...Temporary workWork experience placementWork at officeLocal areaFlexible hours3 days per week- ...Portfolio Manager Position Overview A large and rapidly growing wealth management firm with approximately $2 billion of assets under... ...functional areas and team members. Client (Advisor) Development and Servicing Develops a deep understanding of RIA’s investment strategy and...
$350 per month
...a leading alternative asset manager with $350bnat retirement services subsidiary Athene. Apollo Insurance Solutions Group (ISG) bridges... ...performance across a combined asset, liability, and hedge portfolio. Collateral / CSA familiarity – Knowledge of reinsurance collateral...Work at office- ...Separate Account Portfolio Associate Shine Associates, LLC has been retained to search, identify, and recruit a Separate Account Portfolio Associate on behalf of our client (Company'). The position is based in Los Angeles. Information contained in this position specification...
$88.8k - $165.6k
...existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in... ...and procedures while maintaining an exceptional client service environment. Negotiates loan structures and terms and conditions...Contract workPart timeWork experience placementWork at officeLocal area- ...CRE Loan Portfolio Manager Responsible for underwriting, reviewing, and managing an assigned CRE loan portfolio. In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate risk...
$122.54k - $208.72k
...PORTFOLIO MANAGER III- ENTERTAINMENT & SPORTS BANKING (CORPORATE) TEAM * Music Sector WHAT IS THE OPPORTUNITY? The Portfolio Manager... ...their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and...Remote work$190k - $210k
...A portfolio manager is a financial professional responsible for creating and managing investment portfolios for clients, making decisions... ...managers, loan officers, credit analysts, and portfolio servicing group etc. Hires and trains staff members through coaching...Full timeLocal areaFlexible hours- ...employees and partners. The Spirit of the Position: The Portfolio Manager, Hospitality supports the Director of Operations or... ...with complete oversight of the financial, operational, safety and service-related success within their portfolio of hotels. The Portfolio...Work experience placementWork at officeLocal areaShift work
$126.8k - $154.8k
...Experiences and Consumer Products. What You Will Do Portfolio Management and Reporting: Oversee the management and reporting... ...locally cherished. This position is with Disney Worldwide Services, Inc., which is part of a business we call The Walt Disney Company...Work experience placementLocal areaWorldwide- ...with Financial Advisors to provide tailored financial solutions for High-Net-Worth clients. Responsibilities include advising on portfolio construction, implementing investment strategies, and identifying new business opportunities. Candidates should have 5 years of relevant...
- ...The Portfolio Manager is responsible for driving portfolio performance through SKU-level decisions, category direction, and cross-functional... ...for conducting site visits to local markets and food service businesses to collect essential data on market conditions, which...Full timeSeasonal workWork at officeLocal areaWeekend workAfternoon shiftEarly shift
$170k - $225k
...collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to... ...business Strong sales and relationship management/client services skills Ability to effectively present investment strategies...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$195k - $225k
...Proactively monitor client financial performance, covenant compliance and relevant industry/market developments Ensure the portfolio administration and risk management of each client relationship is in compliance with established BOH credit policy, procedures and...Full timeLocal area$41.83 - $66.81 per hour
*PORTFOLIO MANAGER I or II - Commercial Real Estate level assigned based on candidate skills/experience WHAT IS THE OPPORTUNITY? The... ...their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely...Hourly payRemote work- ...Senior Portfolio Manager The Senior Portfolio Manager role provides strategic and tactical support for creating and sustaining effective... ...analysis, planning support and data insights to align service and products to project, program, resource, and application portfolios...Work experience placementWork at office
$65k - $80.2k
A financial services institution in Beverly Hills seeks a Wealth Management Advisor to lead investment planning and insurance products for clients. Responsibilities include portfolio management and delivering tailored strategies. Ideal candidates will have a Bachelor's...$176k - $220k
...make at Tala, we’d love to hear from you! The Role We are seeking an experienced, impact-oriented leader to fill our Director of Portfolio Risk & Strategy at Tala. The candidate will report to the SVP of Risk and will be the key leader in providing enterprise-level portfolio...Work at officeRemote work
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