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.