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Portfolio Analyst
| Company | Wintrust |
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| Location | Menomonee Falls, WI, USA |
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| Salary | $42000 – $50000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Junior, Mid Level |
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Requirements
- 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
Responsibilities
- 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.
Preferred Qualifications
- 1-3 years Business-to-business accounts receivable collection and/or cash application experience preferred
