Portfolio Services Coordinator
Listed on 2026-08-17
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Finance & Banking
Financial Compliance, Banking Operations, Portfolio & Asset Management, Loan Servicing
Who We Are:
At OPENLANE we make wholesale easy so our customers can be more successful. We’re a technology company building the world’s most advanced—and uncomplicated—digital marketplace for used vehicles. We’re a data company helping customers buy and sell smarter with clear, actionable insights they can understand and use. And we’re an innovation company accelerating the future of wholesale remarketing through curiosity, collaboration, and an entrepreneurial spirit.
OurValues:
- Driven Way builders. We pursue challenges that inspire us to build, create, and innovate.
- Relentless Curiosity. We seek to understand and improve our customers’ experience.
- Smart Risk‑Taking. We transform risk into progress through data, experience, and intuition.
- Fearless Ownership. We deliver what we promise and learn along the way.
Competitive pay
- Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)
- Immediately vested 401K (US) or RRSP (Canada) with company match
- Paid Vacation, Personal, and Sick Time
- Paid maternity and paternity leave (US)
- Employer-paid short-term disability, long‑term disability, life insurance, and AD&D (US)
- Robust Employee Assistance Program
- Employer paid Leap into Service Day to volunteer
- Tuition Reimbursement for eligible programs
- Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization
- Company culture of internal promotions, diverse career paths, and meaningful advancement
A Portfolio Service Coordinator who will oversee day-to-day portfolio service operations, monitor vendor performance, and serve as a key point of contact for client inquiries and issue resolution. This role is responsible for ensuring service excellence and adherence to established client and vendor Service Level Agreements (SLAs).
You Are:- Detail‑Oriented. You conduct meticulous reconciliation and quality control checks on active assignments to maintain high organizational standards.
- Client‑Focused. You are dedicated to supporting client service teams and responding to portfolio‑related inquiries with accuracy and urgency.
- Proactive. You identify process gaps and improvement opportunities, assisting with automation initiatives to increase overall efficiency.
- Organized. You excel at coordinating and prioritizing daily workflows to effectively meet established deadlines and manage complex portfolio activities.
- Core Knowledge:
Portfolio service operations and guideline monitoring. - Core Knowledge:
Portfolio performance, holdings, and transaction analysis. - Core Knowledge:
Internal policies, client mandates, and regulatory requirements. - Functional Expertise:
Operational execution and SLA management. - Functional Expertise:
Workflow coordination and daily prioritization. - Functional Expertise:
Client service support and issue resolution. - Functional Expertise:
Process improvement and automation initiatives. - Technical Expertise:
Proficiency in tools used for tracking, documenting, and maintaining portfolio activity. - Technical Expertise:
Strong administrative and technical workflow management capability.
- Monitoring and analyzing portfolio performance, holdings, and transactions.
- Conducting reconciliation and quality control checks on active assignments.
- Assisting with portfolio guideline monitoring.
- Supporting client service teams by responding to portfolio‑related inquiries.
- Maintaining accurate records of portfolio activity and documentation.
- Performing general administrative and operational functions to support the Portfolio Services team.
- Execution:
Coordinating daily workflows to meet deadlines, ensuring all portfolio activities are documented according to organizational standards, and implementing efficiency improvements. - Results:
Consistently meeting or exceeding all service level agreements (SLAs) and ensuring strict compliance with client‑specific requirements.
Reporting to the Portfolio Service Manager, this role will collaborate with client service teams, internal operations groups, and external vendors on a daily basis.
Where You Work:Your work is performed as a Remote employee,…
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