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Portfolio Representative II

April 2, 2025April 2, 2025

Portfolio Representative II

CompanyClicklease
LocationWest Valley City, UT, USA
Salary$1300 – $1500
TypeFull-Time
Degrees
Experience LevelMid Level

Requirements

  • MUST have excellent English communication skills—C1 or above
  • Minimum of 2 years of experience as a collections representative
  • Outstanding communication and negotiation skills
  • At least 1 year of experience in the financial industry
  • Tech savvy and experienced with CRM software

Responsibilities

  • Collect on past due balances and educate the customer on how to avoid future late fees
  • Maintain professional correspondence via telephone, email, and text messaging
  • Make outbound calls to existing customers daily
  • Evaluate account performance utilizing daily reports
  • Document each communication quickly and accurately
  • Perform skip-tracing on ‘no contact’ accounts
  • Other duties may be as assigned as needed

Preferred Qualifications

  • Retail or wholesale industry experience preferred—equipment finance a plus
  • Strong communication skills in English; written and verbal
  • Able to handle business owners and other strong-willed individuals with ease
  • Ability to multi-task and perform under pressure
  • Must be analytical and a critical thinker
  • Enjoys working in an environment where deadlines are important
  • Excellent time-management skills; able to prioritize
  • Competent knowledge of Microsoft Outlook, Excel, and Word
  • Contributes to the culture of Clicklease as a team player; lives the Clicklease values
  • Consistently brings an engaged, positive attitude and likes to win


TaggedClickleaseCustomer SuccessFinance & Operations & StrategyMid LevelSales & Account Management

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