Jobs · Finance · Wisconsin

Portfolio Analyst

Wintrust Financial Corporation · Menomonee Falls, WI · Yesterday
On-siteFinance$42k–$55k/yrFull-time

About the role

TRICOM was founded in 1989 to provide better solutions for the staffing industry's payroll funding, processing, accounts receivable finance, and full back-office services. We serve clients across the United States and have a strong, employee-centric culture.

Responsibilities

  • Monitor, analyze, and protect TRICOM's portfolio of receivable collateral by managing and assisting in the collection of staffing client accounts receivables.
  • Maximize accounts receivable performance and minimize and prevent delinquencies and bad debt write-offs.
  • Timely, effective, and professional client communication and customer accounts receivable collection activities using persuasion, negotiation, follow-up, and problem-solving skills.
  • Work independently with self-motivation while prioritizing conflicting collection activities demands using excellent organizational and time-management skills to accommodate rapidly changing priorities.
  • Meet and guide clients in effective accounts receivables management, trend analysis, collection techniques, and TRICOM expectations and protocols through appropriate analysis of risk criteria.

Qualifications

  • 1-3 years of business-to-business accounts receivable collection and/or cash application experience preferred.
  • A high school diploma or equivalent required.
  • General computer skills required.

Benefits

  • Medical Insurance
  • Dental
  • Vision
  • Life insurance
  • Accidental death and dismemberment
  • Short-term and long-term disability insurance
  • Parental leave
  • Employee Assistance Program (EAP)
  • Traditional and Roth 401(k) with company match
  • Flexible Spending Account (FSA)
  • Employee Stock Purchase Plan at 5% discount
  • Critical Illness Insurance
  • Accident Insurance
  • Transportation and commuting benefits
  • Banking benefits
  • Pet insurance

Compensation

The estimated annual salary range for this role is $42,000-$55,000, with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.

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