Search jobs > Oakland, CA > Portfolio specialist
A company is looking for a Portfolio Specialist in Collections to manage a portfolio of business customers.Key ResponsibilitiesServe as the primary contact for customers in the assigned portfolioReview delinquent accounts and perform collection activitiesCoordinate with departments to resolve issues and ensure operational excellenceRequired Qualifications2-4 years of experience in commercial collections or customer serviceProven ability to manage a portfolio over $3MBachelor's degree preferredProficiency in Excel;
basic knowledge of Oracle or Salesforce is a plusStrong customer-centric mentality
Principal Work Plan Portfolio Specialist - Location Flexible
Will provide direction and coaching to specialists. Ability to coach and mentor specialists. ...
Portfolio Specialist
We are seeking a Portfolio Specialist to assist in the maintenance, development and growth of the Municipals team. The Portfolio Specialist is accountable for developing of relationships with clients, prospects and our distribution teams across the whole Allspring Distribution platform for the Munic...
Portfolio Operations Specialist
A company is looking for a Portfolio Operations Specialist responsible for managing third-party asset management platforms and supporting client service needs. ...
Principal Work Plan Portfolio Specialist - Location Flexible
Will provide direction and coaching to specialists. Ability to coach and mentor specialists. ...
Portfolio Specialist
A company is looking for a Portfolio Specialist in Collections to manage a portfolio of business customers. ...
Portfolio Onboarding Specialist (Direct Indexing)
Active Index Advisors helps clients customize portfolios for specific investment objectives including tax management and values-alignment. Coordinate with Portfolio Managers and other internal teams, ensuring accounts are in good order before trading. Knowledge of portfolio accounting systems, busin...
Principal Work Plan Portfolio Specialist - Location Flexible
Will provide direction and coaching to specialists. Ability to coach and mentor specialists. ...
Property Operations Specialist-Multiple Sites throughout the Bay Area portfolio
The John Stewart Company is a full-service housing management, development and consulting organization that began in 1978 with a commitment to providing high quality service in the affordable housing sector.We work to enrich the lives of our residents and employees, while delivering our services cos...
Portfolio Specialist
We are seeking a Portfolio Specialist to assist in the maintenance, development and growth of the Municipals team. The Portfolio Specialist is accountable for developing of relationships with clients, prospects and our distribution teams across the whole Allspring Distribution platform for the Munic...
Security Analyst (7338U), Campus Applications and Data - 71148
Security Analyst (7338U), Campus Applications and Data - 71148. The Campus Applications & Data unit in Berkeley IT ensures the mission-critical applications and data that are used to operate the university are aligned, designed, integrated, and managed together. Use DataPower to obfuscate or redact ...