Portfolio Coordinator
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Job Location:
Lenexa, KS - USA
Monthly Salary:
Not Disclosed
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
Role Summary
The Portfolio Coordinator is an execution-focused role responsible for keeping the portfolio running cleanly and on time. This position supports portfolio operations by handling high-volume detail-oriented tasks related to contract servicing customer account maintenancecollectionssupport asset tracking and internal reporting.
Key Responsibilities
Portfolio & Contract Servicing Support
- Maintainaccuratecontract customer and asset records in the servicing system (Leasepath/ CRM / CMS).
- Process routine contract servicing actions such as:
- Address or account updates
- Payment application corrections
- Payoff requests and payoff statement preparation
- End-of-term notices and tracking
- Assistwith contract modifications extensions assumptions and early buyouts by gathering documentation and coordinating internal approvals.
Collections & Customer Support
- Support early-stage collections (typically 115 dayspast due) through outbound reminders and inbound customer communications.
- Document all customer interactions promises to pay and follow-ups accurately and consistently.
- Coordinate with Portfolio Administrator and third-party collection partners on escalated accounts.
- Assistwith dispute resolution related to billing invoices or payment application.
Asset & Collateral Coordination
- Track asset status throughout the contract lifecycle (active returned repossessed sold).
- Assistwith repossession recovery transportation and remarketing coordination.
- Maintain insurance titling registration and lien documentation.
- Support assetsaleand payoff processes by preparing asset and contract data for internal teams or external partners.
Reporting & Data Accuracy
- Prepare recurring portfolio reports (past due aging insurance status payoff pipeline EOT status).
- Assistwith data cleanup audits and reconciliations between systems.
- Identifydata gaps or inconsistencies and escalate issues before they become problems.
Cross-Functional Coordination
- Act as a liaison between Portfolio Credit Accounting Sales and Capital Markets teams.
- Support funding and accounting teams with documentation requests related to active contracts.
- Assistin process improvements and documentation of standard operating procedures.
Qualifications
Required
- 13 years of experience in loan servicing equipment finance leasing banking or financial operations.
- Strong attention to detail and follow-through.
- Comfortable handling high-volume repetitive operational tasks.
- Clearprofessionalwrittenand verbal communication.
- Ability to manage multiple priorities without dropping the ball
Required Experience:
IC
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
About Company
Commercial Capital Company has been providing the best capital equipment financing experience to individual businesses and vendors since 1985.
