Career Growth Starts Here

Schedule: Monday–Friday, 8:00 AM – 5:00 PM

About the Role

We are seeking a detail-oriented and analytical Portfolio Analyst to join our Portfolio Management team. In this role, you will be responsible for monitoring, analyzing, and protecting a portfolio of accounts receivable collateral while supporting clients with effective receivables management strategies. The ideal candidate will have strong communication skills, excellent organizational abilities, and a customer-focused approach to managing collections and minimizing risk. 

Key Responsibilities

• Manage and assist in the collection of client accounts receivable while maximizing portfolio performance and reducing delinquencies and bad debt write-offs.
• Conduct professional collection activities using effective negotiation, persuasion, follow-up, and problem-solving skills.
• Build and maintain strong client relationships through timely and professional communication.
• Analyze account portfolios to identify risk factors, collection trends, and opportunities for improvement.
• Educate and guide clients on accounts receivable management best practices and collection strategies.
• Prioritize multiple tasks and changing demands while maintaining excellent customer service standards.
• Prepare concise written communications and interact professionally with clients and internal stakeholders.

Qualifications

• High School Diploma or equivalent required. 
• 0–3 years of professional experience. 
• Business-to-Business Accounts Receivable Collections and/or Cash Application experience preferred but not required.
• Strong analytical, organizational, and time-management skills.
• Excellent verbal and written communication abilities.
• General computer proficiency.
• Ability to work independently while managing multiple priorities.

What We're Looking For

• Self-motivated and highly organized professional.
• Strong customer service mindset.
• Ability to assess risk and make sound decisions within established guidelines.
• Comfortable working in a fast-paced environment with changing priorities.
• Strong attention to detail and commitment to delivering high-quality work.

Physical Requirements

This position is primarily office-based and requires frequent sitting, computer work, typing, reading, written communication, and analytical reasoning. Occasional standing, walking, and lifting up to 25 pounds may be required