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: MondayFriday Compensation: $2124/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
