Sr. Portfolio Specialist

The Senior Portfolio Specialist will be responsible for assisting the Manager - Portfolio Management - in managing all portfolio activities for the Truck Remarketing department, including but not limited to billing changes, lease extensions, terminations, revenue recognition. Assists in researching outstanding items for the Finance department related to Truck Remarketing transactions. Key Responsibilities - Essential FunctionsCreates asset close out transactions for all terminated assetsAudits aging ad hoc invoice log and completes follow up to customers for past due unpaid invoicesMay create debit/credit memos as neededReceives all payment notices from the AR department and process; accordingly and will be primary contact for questionsVerify with Account Manager the termination dates for all assets sold on the auction siteProcess payments for the Truck Remarketing department to investors and other third-party vendors as needed for payoff schedules, repairs and inspection feesRun monthly reports for credit memos not submitted, suspended units, ad hoc invoices submitted not paid and assets to close out to ensure assets are processed in a timely mannerOther DutiesAssist Remarketing Account Managers with sales, buyouts and early terminations when neededProvide back-up support to account managers when out of officeRespond to emails and phone calls that need immediate attentionResearch outstanding credits, ad hoc invoices, lease extensions and stop/resume billing forms as requested by manager Leadership ResponsibilitiesThis position’s leadership responsibilities involve demonstrating ethics and integrity, developing adaptability, displaying drive and purpose and exhibiting leadership stature. Competencies - SkillsThorough, accurate and works effectively with different systemsAssumes responsibility and accountabilitySolves problems by demonstrating resourcefulness and creativityAbility to juggle competing priorities Education And ExperienceBachelor's degree preferredAt least five (5) years in a business environment, ideally financial servicesMust possess above average computer and math skillsEfficient in Microsoft Office Suite, specifically ExcelStrong communication (verbal, written) and organizational skills requiredMust be extremely detail oriented and thorough in completing tasks JOB SPECIFICATIONS and WORK ENVIRONMENTWork Environment: This position is in Schaumburg, Ill OR Alpharetta, GA and operates in a professional office environmentPosition Type/Standard Schedule: This is a full-time position. First 2-weeks of hire are onsite everyday Mon-Friday; After that, in-office 3 days (Tues-Thurs)Travel: No travel is expected for this role DISCLAIMERPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. #LI-KZ1