What are the responsibilities and job description for the Portfolio Specialist position at Pacific Rim Capital?
The Company
Founded in 1990, Pacific Rim Capital (PRC) is one of the largest independent equipment leasing
companies and payment solutions providers in North America. PRC specializes in financing powered industrial vehicles, transportation fleets, warehouse automation solutions (AGVs), clean energy technology, mobile datacenters, and IT & communications equipment. We are headquartered in Irvine, CA. have grown to over 100 team members and manage a portfolio of nearly $2 billion in equipment assets, proudly serving a roster of valued Fortune 250 companies.
Job Summary
We are actively looking for Portfolio Specialists to join our growing team based out of our corporate office located in Irvine, CA with the opportunity of hybrid after your training period. Portfolio Specialist’s must be extremely organized, have a sense of urgency and multitask to provide world class customer service.
Key Responsibilities
- Perform all day-to-day communications with PRC’s clients, ensuring service levels remain high and continuously improve.
- Accurately track and facilitate transactions for internal and external customers.
- Respond to all internal and external requests within the Service Level Agreement (SLA).
- Document and maintain the account nuances for each assigned account.
- Ensure there is an action plan to service the client for every request.
- Establish and maintain a positive working relationship with every client.
- Manage transactions based on the established Service Level Agreements (SLA) and/or Key Performance Indicators (KPI).
- Escalate transactions if there is a concern that a timeline will not be met.
- Provide guidance and strategic expertise for end-of-lease options, including executing renewals to maximize the useful life of the equipment.
- Perform extensive portfolio reviews to ensure clients are properly managing equipment and recommend solutions that meet their needs.
- Sell/pitch renewals, replacements, and equipment moves to maximize usage.
- Mine the portfolio to uncover new opportunities and extend the use of equipment.
- Identify prospective opportunities within the assigned client portfolio.
Requirements
- 4-year degree of relevant experience
- 1-2 years Customer Service Experience
- 1-2 years of Portfolio Retention / Asset Management
- Proficient in Microsoft Office (Excel, Word, PowerPoint and Outlook)
- Bilingual Spanish/English is required
- Client focused
- Must have a strong sense of urgency to ensure timelines are being met
- Highly organized
- Strong work ethic that drives results
- Able to communicate verbally and in writing within and outside the organization
- Critical Thinker and problem solver
- Is adaptable to change and flexible to variety in your work
- Eager to learn with the goal of growing and developing within the team
Compensation and Benefits
- Salary: $28-$30 hourly; $58,240-$62,400 annualized
- Performance Bonus: Eligible for a quarterly bonus of up to 10%, bringing the total compensation range to $64,064-$68,640 annually
- Health Benefits: Comprehensive medical, dental, vision, and life insurance, along with an Employee Assistance Program and 401(k) plan with company match, available for full-time employees.
- Paid Time Off: Accrue three weeks of PTO annually.
- Holidays: Enjoy 11.5 paid holidays throughout the year.
- Work Environment: Flexible hybrid work arrangement available once you are fully integrated into your role.
- Culture Committee: Join our volunteer-based culture committee to help shape our workplace culture.
- Company Activities: Participate in monthly company events and quarterly team-building activities.
- Office Amenities: Work in our modern office located in central Orange County, CA, featuring sit-stand desks and a vibrant atmosphere.
- Refreshments: Daily snacks, along with premium coffee and tea options, provided.
Salary : $58,240 - $62,400
