Portfolio Administrative Assistant

Who We Are:

A Top Place to Work!

We believe in small businesses and the people who grow them. At Credibly we leverage cutting-edge data science technology partner relations and customer support to provide business owners with accelerated access to right-sized capital solutions. From working capital loans and merchant cash advances to lines of credit we offer a suite of financing products that can accommodate nearly any stage of business development or credit profile.

Founded in 2010 with offices in Michigan New York and Arizona we have provided access to over $1 billion to more than 20000 small businesses nationwide. On top of being nominated as one of Crains 50 fastest growing companies in New York and making several appearances on the Inc. 500 list Credibly is annually recognized for having one of the Best Blogs For Small Businesses by several media outlets.

The Opportunity

The Portfolio Account Specialist position will support the Portfolio (Collections) Department by assisting with the management of our customers and our internal recovery efforts. Tasks to include servicing collecting and negotiating resolution of our products that are in default of contractual terms. The correct candidate is deadline driven is comfortable working on a desktop/laptop system and has strong WPM typing skills while multitasking in a fast-paced environment. Upon successful training this position will have the option of a hybrid work schedule.

What You Will Do:

• Communicate directly with customers via phone text message or email.
• Audit accounts daily to determine case status.
• Maintain and monitor all accounts being handled within the Portfolio Department.
• Follow up on payment declines and initiate resolutions.
• Assist customers seeking to reconcile their ACH debits.
• Process any credits or debits with merchants daily as requested.
• Maintain and manage all new and existing modifications.
• Solve complex processing issues with customers.
• Run and analyze credit bureaus as needed for the purpose of investigation.
• Handle document requests from customers and business partners.
• Use templates for preparing letters and other documents related to internal collection efforts.
• Print review and mail signed documents.
• File update and amend UCC liens as necessary.
• Review UCC alerts and other external triggers to determine proper follow up.
• Additional projects as assigned by management.

What Makes You Special:

• 1-2 years collections customer service or combined applicable experience.
• Self-starter needing minimal supervision.
• Have a natural drive for accuracy.
• Ability to shift priorities in response to change.
• Possess strong attention to detail and organizational skills.
• Proficient in Microsoft Word and Microsoft Excel
• Proven track record of sound decision making and follow through.
• Excellent written and oral communication skills.
• Strong critical thinking skills
• Strong arithmetic skills
• Ability to learn new software quickly.
• High School diploma

Preferred Qualifications

• Associate Degree or higher
• Legal Bankruptcy and/or UCC knowledge
• WPM > 45