What are the responsibilities and job description for the Client Processing Specialist position at Portfolio?
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.
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