Demo

Client Processing Specialist

Portfolio
Forest, CA Full Time
POSTED ON 4/4/2025
AVAILABLE BEFORE 6/4/2025
Description:

At this time, a Client Processing Specialist (Rate Developer) is needed to maintain accurate rate schedules, rate (schedule) inquiries, agency acquisition rate adjustments, building rate schedules, new/updated products, cede changes, product questions, form, and lender rate updates. The ideal candidate will work effectively and efficiently in a fast-paced, team environment to ensure that all requests are completed daily and meet quality and service standards.

**This position can be worked as a Hybrid role, following on-site training at our Lake Forest, CA office**

  • Qualified candidates must:
  • Be mathematically inclined.
  • Have worked within an Accounting or related field for at least 2 years.
  • Have experience with maintaining sensitive and confidential information, specifically related to processing payroll or commissions.
  • Possess intermediate to advanced knowledge of Microsoft Office Suite, including Excel.
  • Have experience working within a CRM Tool such as SalesForce or similar.
  • This position requires strong attention to detail while working with a sense of urgency.

Schedule: Monday - Friday 8:00 am - 4:30 pm.

Training in person at the Lake Forest, CA office for 2-4 weeks. Following Training, Work from Home on Mondays, Wednesdays, and Fridays, and Work from the Lake Forest office on Tuesdays and Thursdays.

Compensation: $25.00 - $30.00 per hour. Commensurate with experience and background. Comprehensive benefits package!

Essential Functions:

  • Build and approve service rate cards and assumption sheets
  • Process the final phase of dealership setup timely and accurately by generating cost schedules consistent with internal checklist while verifying for completeness
  • Maintain internal commission schedules to ensure all parties are paid properly
  • Maintain master fee set up spreadsheets to ensure their accuracy
  • Compile rate change tool updates and lead projects with IT for Vander process changes
  • Review Cancel Redirect requests within 48 hours of receipt
  • Complete chargeback rate changes and reply to the team when completed
  • Research complicated chargebacks and communicate effectively with the team, accounting, and IT when necessary
  • Load, map, create fillable forms, and maintain the consumer forms library
  • Maintain PRX files
  • Meet required KPIs, use CRM Tool for tracking and reporting
  • Provides technical assistance to all clients including troubleshooting rating issues
  • Works with third-party software companies to ensure proper form installation and mapping.
  • Troubleshoot rating issues for dealer clients to allow them to rate and process a contract
  • Takes ownership of projects until completion and ensures success through proper documentation and follow-up
  • Maintain desk area by making sure that everything is organized, neat, clean and all files and paperwork with personally identifiable information is properly filed in accordance with WISP
  • Consistently works towards providing a wow customer experience in support of the company mission.
  • Takes ownership of changes and is personally responsible for managing change in an upbeat positive manner
  • Other job duties as assigned individually such as: Other daily/weekly/monthly reports.
Requirements:

Qualifications and Education Requirements:

  • High School diploma or equivalent.
  • 2 years’ experience in automotive sales, accounting, or strong mathematical aptitude.
  • Proficient in Microsoft Office products such as Outlook, Word, and Excel.
  • Ability to learn and utilize proprietary software and navigate databases
  • Willingness to work beyond normal scheduled hours, as necessary
  • A strong sense of urgency and a desire to succeed.
  • Strong analytical and problem-solving skills
  • Well-developed organizational skills and the ability to successfully manage multiple issues and demands.
  • Extreme attention to detail and quality of service to the clients an absolute must.
  • Ability to keep up with high demands with a positive attitude and maintain accuracy.
  • Ability to think independently and provide useful and constructive feedback.
  • Ability to review and verify binding agreements for accuracy.
  • Preferred experience with a CRM Tool or Sales Force.
  • Ability to process account reconciliation.
  • Understanding of basic accounting processes and principles.
  • Experience with maintaining sensitive and confidential information, specifically related to external payroll and commission.
  • 2 years’ experience with managing relationships with third-party providers.
  • Experience reviewing, managing, and troubleshooting technology-related system processes.
  • Experience participating in the development of technical advancement, including the ability to test quality assurance.

Preferred Skills:

  • Self-motivator – Initiative-taker
  • Solution minded
  • Excellent communication skills, both verbal and written
  • Driven by integrity.
  • Willingness to embrace change.

Work Environment and Physical Requirements:

  • Vision acuity required to include close vision, color vision, distant vision, and the ability to adjust focus.
  • Ability to grasp objects such as a telephone or computer mouse, finger dexterity to use a keyboard, calculator, and standard office equipment
  • Ability to walk, stand, reach with hands and arms; stoop kneel, crouch, and lift up to 25 pounds.
  • Ability to frequently sit for long periods of time.
  • Ability to hear and talk, both in person and by phone.
  • Ability to spend extended hours in front of a computer screen.

Salary : $25 - $30

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Client Processing Specialist?

Sign up to receive alerts about other jobs on the Client Processing Specialist career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$43,510 - $58,249
Income Estimation: 
$70,600 - $83,423
Income Estimation: 
$49,418 - $66,748
Income Estimation: 
$68,734 - $85,597
Income Estimation: 
$67,182 - $95,497
Income Estimation: 
$85,464 - $107,127
Income Estimation: 
$125,305 - $173,168
Income Estimation: 
$36,960 - $49,500
Income Estimation: 
$46,660 - $59,490
Income Estimation: 
$46,698 - $56,511
Income Estimation: 
$53,091 - $66,145
Income Estimation: 
$125,305 - $173,168
Income Estimation: 
$59,030 - $72,438
Income Estimation: 
$67,182 - $95,497
Income Estimation: 
$68,734 - $85,597
Income Estimation: 
$77,209 - $106,382
Income Estimation: 
$33,631 - $41,766
Income Estimation: 
$40,527 - $50,495
Income Estimation: 
$36,960 - $49,500
Income Estimation: 
$46,619 - $58,095
Income Estimation: 
$125,305 - $173,168

Sign up to receive alerts about other jobs with skills like those required for the Client Processing Specialist.

Click the checkbox next to the jobs that you are interested in.

  • Account Reconciliation Skill

    • Income Estimation: $37,836 - $49,026
    • Income Estimation: $36,825 - $43,960
  • Accounts Payable Skill

    • Income Estimation: $42,636 - $53,235
    • Income Estimation: $43,358 - $53,041
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Portfolio

Portfolio
Hired Organization Address Farmers, TX Full Time
Are you a strategic, people-focused leader who inspires teams with visible enthusiasm and a motivating presence? Do you ...
Portfolio
Hired Organization Address Forest, CA Full Time
Description: At this time, a Compliance Analyst is needed to assist with company licensing, conducting compliance review...

Not the job you're looking for? Here are some other Client Processing Specialist jobs in the Forest, CA area that may be a better fit.

Meat Processing Specialist

Costco Wholesale Corp., Laguna Niguel, CA

Order Processing Specialist

Ultimate Staffing, Irvine, CA

AI Assistant is available now!

Feel free to start your new journey!