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Portfolio Services Coordinator

Job in Carmel, Hamilton County, Indiana, 46033, USA
Listing for: Openlane
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Financial Compliance, Regulatory Compliance Specialist, Banking Operations, Loan Servicing
Salary/Wage Range or Industry Benchmark: 20000 - 29000 USD Yearly USD 20000.00 29000.00 YEAR
Job Description & How to Apply Below
## Portfolio Services Coordinator Apply remote type:
Remote locations:
US - IN - Carmel (OPENLANE):
Remote, United Statestime type:
Full time posted on:
Posted Todayjob requisition :
R-254730
*
* 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.

** Our Values:*
* ** 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.

*
* What We Offer:

*** 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
** We’re Looking For:
** 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.
** You Bring:**
* ** Core Knowledge**  + Portfolio service operations and guideline monitoring.  + Portfolio performance, holdings, and transaction analysis.  + Internal policies, client mandates, and regulatory requirements.
* ** Functional Expertise**  + Operational execution and SLA management.  + Workflow coordination and daily prioritization.  + Client service support and issue resolution  + Process improvement and automation initiatives.
* ** Technical Expertise**  + Proficiency in tools used for tracking, documenting, and maintaining portfolio activity.  + Strong administrative and technical workflow management capability.
** You Own:
*** 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
** You Drive:**
* ** 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…
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