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Portfolio Coordinator
Portfolio CoordinatorCommercial Capital Company. • Lenexa, Kansas, USA
Portfolio Coordinator

Portfolio Coordinator

Commercial Capital Company. • Lenexa, Kansas, USA
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Role Summary

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 maintenancecollectionssupport asset tracking and internal reporting.

Key Responsibilities

Portfolio & Contract Servicing Support

  • Maintainaccuratecontract 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
  • Assistwith contract modifications extensions assumptions and early buyouts by gathering documentation and coordinating internal approvals.

Collections & Customer Support

  • Support early-stage collections (typically 115 dayspast 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.
  • Assistwith dispute resolution related to billing invoices or payment application.

    • Asset & Collateral Coordination

  • Track asset status throughout the contract lifecycle (active returned repossessed sold).
  • Assistwith repossession recovery transportation and remarketing coordination.
  • Maintain insurance titling registration and lien documentation.
  • Support assetsaleand payoff processes by preparing asset and contract data for internal teams or external partners.

    • Reporting & Data Accuracy

  • Prepare recurring portfolio reports (past due aging insurance status payoff pipeline EOT status).
  • Assistwith data cleanup audits and reconciliations between systems.
  • Identifydata gaps or inconsistencies and escalate issues before they become problems.

    • Cross-Functional Coordination

  • 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.
  • Assistin process improvements and documentation of standard operating procedures.

    • Qualifications

    Required

  • 13 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.
  • Clearprofessionalwrittenand verbal communication.
  • Ability to manage multiple priorities without dropping the ball

    • Required Experience :

    IC

    Key Skills

    Project / Program Management,Project Portfolio Management,Portfolio Management,Credit Analysis,Banking,Pricing,Analysis Skills,Project Management,Financial Analysis,Budgeting,Property Management,Contracts

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

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    Portfolio Coordinator • Lenexa, Kansas, USA

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