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Portfolio Specialist

Good Funding
Tustin, CA, US
Full-time
Quick Apply

ABOUT GOOD FUNDING : Good Funding provides working capital solutions to America’s small businesses. The company was created by a core group of like-minded people people who believe in being good to ourselves, to one another and to our partners and customers.

We make good decisions based on sound data. And we provide the funding that empowers small businesses to move forward . For us, good is the journey and great is the reward.

SUMMARY : If you are someone looking to advance your career in a fast paced, service-based environment you may be the perfect addition to our portfolio management team.

Do you have a knack for interpersonal communication, negotiation and strive for achievement? Do you want to shine? The Portfolio Specialist is responsible for managing and collecting on our outstanding customer base.

You will listen, empathize, negotiate and map future payment plans with our customers, some of whom may be experiencing challenges in their business.

CORE RESPONSIBILITIES : Research customer accounts for historical data and determine a strategy for communication - phone calls, text messages, emails - make that connection! Get to know the customer by cultivating a positive rapport who are they, who are their family members, what is important to them?

Work towards building a strong and positive working relationship. As you better understand the customers you are interacting with, you will use strong critical thinking and listening skills to guide them through the repayment process.

Negotiate, collaborate, encourage and connect with the customer. Working with the customer on a balanced resolution is what makes the relationship successful.

QUALIFICATIONS AND SKILLS : Must be comfortable on the phone; customer service experience is preferred Strong organizational / prioritization skills;

detail-oriented with the ability to multitask Professional demeanor and the ability to thrive efficiently in a fast-paced environment Strong and effective oral / written communications skills Maintains strict confidentiality and exercises solid judgment to complete assigned tasks Bachelor’s degree a bonus, but not required Good Funding is an equal opportunity employer.

All decisions regarding recruiting, screening, hiring, training, promotion, transfer, pay, training, benefits and other conditions of employment will be made based on valid job qualifications and business reasons.

All such decisions will be made without discrimination due to any characteristic or condition protected by federal state, or local law. Powered by JazzHR

17 days ago
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