Portfolio Representative II

Job description

Portfolio Representative II Help small businesses stay on track by guiding customers toward successful repayment solutions while building your career in a fast-growing fintech company. Role Details Modality: On-site, Full-Time (Draper, Utah) Schedule: Monday–Friday Compensation: $21–24/hour + monthly performance-based bonus About Clicklease Clicklease is transforming how small businesses access the equipment they need to grow. About the Role The Collector II helps Clicklease maintain portfolio health and support customer success by managing delinquent accounts and negotiating repayment solutions. This role is ideal for someone who is comfortable handling customer conversations, analyzing financial situations, and working toward measurable performance goals. The Team You’ll join the Collections team, a group focused on balancing customer experience with business outcomes. The team works collaboratively to resolve accounts, improve recovery performance, and maintain compliance standards. What You’ll Do Manage a portfolio of delinquent customer accounts Negotiate repayment plans within established guidelines Resolve customer issues and identify root causes of delinquency Maintain accurate documentation of account activity Ensure compliance with company policies and regulatory standards What You Have High school diploma or equivalent 2+ years of customer contact experience 1+ year of collections or account resolution experience Experience using CRM or similar systems in a customer-facing environment What Will Make You Stand Out Experience managing a personal portfolio of accounts Ability to analyze customer financial situations to recommend solutions What Success Looks Like in the First 6 Months Consistently meet or exceed performance metrics such as PTP kept and QA scores Effectively manage assigned portfolio volume and maintain productivity targets Demonstrate strong compliance and documentation accuracy Why Join Clicklease Clicklease is transforming how small businesses access the equipment they need to grow. Our technology platform uses data and automation to make equipment financing faster, simpler, and more accessible for business owners across the United States. At Clicklease, you’ll work on meaningful problems that directly impact small businesses while collaborating with a team that values ownership, accountability, and continuous improvement. We look for people who take initiative, work collaboratively, and care deeply about delivering great outcomes for customers and partners. In return, you’ll have the opportunity to grow your career, contribute to a rapidly scaling fintech platform, and work alongside talented colleagues who are passionate about building great products and services. What We Offer Competitive salary Medical, dental, and vision insurance Health Savings Account (HSA) and Flexible Spending Account (FSA) options 401(k) with company match Employer-paid short-term disability (STD), long-term disability (LTD), and life insurance Paid time off and company holidays Paid maternity leave Professional development and learning opportunities **Clicklease only accepts resumes submitted in English** Established in 2018, Clicklease is dedicated to empowering small business owners frequently overlooked by traditional lenders. Our headquarters are located in the vibrant city of Draper, UT, with operations extending to Radial, Alajuela, Costa Rica. We've cultivated a dynamic environment where equipment financing goes beyond being a mere service; it acts as the gateway to realizing entrepreneurial dreams. Our Core Values: 1. We Are A Happy Company: At Clicklease, happiness is not just a byproduct; it's a fundamental value. Join a workplace where positivity and joy are cultivated, creating an environment where you can bring your best self to work every day. 2. We Celebrate Collective Intelligence: We thrive on the brilliance of collaboration. Clicklease is a space where diverse minds come together, combining their intelligence to create solutions that matter. Your ideas are not just heard; they're celebrated. 3. We Practice Empathy: Empathy isn't just a word in our dictionary; it's a daily practice. Join a team that values understanding and compassion. At Clicklease, we recognize the human side of business and foster a culture where empathy is a guiding principle. 4. We Listen & Learn: Growth is a continuous journey at Clicklease. We believe in listening and learning from one another. Your insights and experiences contribute to our collective knowledge, making us stronger as a team. Our Mission: At Clicklease, we have a clear purpose - to fulfill the capital needs of underserved entrepreneurs and their Main Street Businesses. We achieve this mission through simple, fast, and innovative equipment leasing solutions. This is not just a statement; it's the driving force behind everything we do.