Portfolio Coordinator

Overview

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 maintenance, collections support, asset tracking, and internal reporting.

• Maintain accurate contract, 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
• Assist with contract modifications, extensions, assumptions, and early buyouts by gathering documentation and coordinating internal approvals.

• Support early-stage collections (typically 1–15 days past 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.
• Assist with dispute resolution related to billing, invoices, or payment application.
• Track asset status throughout the contract lifecycle (active, returned, repossessed, sold).
• Assist with repossession, recovery, transportation, and remarketing coordination.
• Maintain insurance, titling, registration, and lien documentation.
• Support asset sale and payoff processes by preparing asset and contract data for internal teams or external partners.

• Assist with data cleanup, audits, and reconciliations between systems.
• Identify data gaps or inconsistencies and escalate issues before they become problems.

• 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.
• Assist in process improvements and documentation of standard operating procedures.

Required

• 1–3 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.
• Clear, professional written and verbal communication.
• Ability to manage multiple priorities without dropping the ball.