Financial Portfolio Manager
7 days ago
Key Objective:
- To drive the collection process, reducing outstanding amounts and associated average days while maintaining client relationships.
- Negotiate payment schedules with customers based on their financial situation while satisfying debt obligations.
- Track portfolios for assigned areas, controlling delinquency and focusing on non-starters.
- Provide efficient customer service, processing refunds, account adjustments, and resolving discrepancies.
- Maintain customer account details for non-payments, delayed payments, and irregularities, making calls and adjusting accounts as necessary.
- Ensure accurate recording of customer contact and information received about debt.
- Identify defaulting accounts, investigate reasons for default, and suggest remedial actions.
- Enlist support from sales and senior management to accelerate collections, including repossessing assets and seeking legal assistance when required.
- Ensure compliance with audit and regulatory bodies, as well as company policies and procedures.
Educational Qualification: Bachelor's Degree
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