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Portfolio Analyst

$42k - $55k

Wintrust Financial

Portfolio Analyst

The Portfolio Analyst will monitor, analyze and protect TRICOM's portfolio of receivable collateral by managing and assisting in the collection of our staffing client's accounts receivables; while maximizing the accounts receivable performance, minimize and prevent delinquencies and bad debt write-offs.

Responsibilities include:

  • Timely, effective and professional client communication and customer Accounts Receivable collection activities using appropriate persuasion, negotiation, follow-up and problem-solving skills.
  • Work independently with self-motivation while demonstrating the ability to prioritize conflicting collection activities demands using excellent organizational and time-management skills to accommodate rapidly changing priorities while meeting company customer service standards and one-hour response time.
  • Assist, educate and guide clients in effective accounts receivables management, trend analysis, collection techniques and Tricom expectations and protocol through appropriate analysis of risk criteria present in the assigned portfolio of accounts receivable.

Qualifications:

  • 1-3 years Business-to-business accounts receivable collection and/or cash application experience preferred
  • High school diploma or equivalent required
  • General computer skills required

Benefits:

Medical Insurance Dental Vision Life insurance Accidental death and dismemberment Short-term and long-term Disability Insurance Parental Leave Employee Assistance Program (EAP) Traditional and Roth 401(k) with company match Flexible Spending Account (FSA) Employee Stock Purchase Plan at 5% discount Critical Illness Insurance Accident Insurance Transportation and Commuting Benefits Banking Benefits Pet Insurance

Compensation:

The estimated annual salary range for this role is $42,000-$55,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.

Wintrust Financial
Vacancy posted 2 days ago
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