Portfolio Management Specialist - Equipment Finance

JOB RESPONSIBILITIES

• Generates a monthly90 daymissing title report for distribution and follows-up with Lessors, ESOs and other Clients.

• Indexes andidentifiesmotor vehicle titles with account numbers upon receipt.Enterstitles into the system and files in theappropriate location.

• Provides title releases within48 hoursof receipt of payoff or as directed.

• Followsup with Lessors andFF&LESOs for missing and/or unperfectedtitlesbothvial emailand phone.

• Provides copies of titles and ELT receipts upon request.

• Maintains title status comments in the system.

• Monitors the Indirect Vehicle portfolio for accounts to be placed in Off-Lease and works with the Lessors to rectify.

• Provides portfolio reporting to SFAMManagementas necessary.

• Provides support to the Asset/Portfolio Management teams as needed and cross-trains where and when applicable.

ADDITIONALACCOUNTABILITIES

• Performs special projects, andadditionalduties and responsibilities asrequired.

• Consistently adheresto regulatory and compliance policies and standards linked to the job as listedand complete required compliance trainings.Accountable tomaintaincompliance with applicable federal,stateand local laws and regulations. 

JOB REQUIREMENTS 

Required Qualifications:

• Education levelrequired:​High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent​.

• Minimum experiencerequired:​2+ Years​of prior banking/finance experience in the financial services and/or insurance industries. 

Job Competencies:

• Basic knowledge of title processing andcustomerservice.

• Strong verbal and writtencommunicationsskills.

• Goodanalytical andproblem-solvingskills.

• Proficient inMS Office.

• Ability to learn and navigate several systems and databasesrequiredto perform daily tasks.

• Demonstrates a strong ability to build andmaintaineffective relationships with stakeholders by communicating clearly,engaging in proactive collaboration, andleveragingcross functionalinsights.Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.

• Builds trusted client relationships, whether internal or external, byidentifyingneeds and delivering tailored solutions to enhance the overall client experience.

• Fosters orsupportsa positive work culture and productive work environment, displayingimportanceof effective relationships with customers and stakeholders.

• Physical demands (ADA):​No unusual physical exertion is involved.

If your work location is in an area in which qualifies for our enhanced market pricing, the following range will apply: $28.03-$33.48.

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