Demo

Portfolio Specialist

Clicklease
Salt Lake, UT Full Time
POSTED ON 10/29/2025 CLOSED ON 12/2/2025

What are the responsibilities and job description for the Portfolio Specialist position at Clicklease?

At Clicklease, we're on a unique mission – to empower the small business owners often overlooked by traditional lenders. If you're considering joining our team, envision yourself at the heart of our vibrant headquarters in West Valley City, UT, or contributing to our impactful operations from Radial, Alajuela, Costa Rica. At Clicklease, we've cultivated a dynamic work environment that goes beyond routine services. At Clicklease, you'll play a pivotal role in transforming equipment financing into a gateway for entrepreneurs to turn their dreams into reality. If you're passionate about purpose-driven work, innovation, and making a tangible impact, Clicklease is where your career journey begins.

Join us in shaping a future where every business owner has the opportunity to thrive.

Join our team as a Portfolio Specialist, where you'll play a key role in supporting our collections, legal, fraud, and repossession teams. You'll help streamline operations, coordinate events and volunteer activities, manage administrative tasks, and ensure high-quality service for both internal and external customers. If you're highly organized, a strong communicator, and thrive in a fast-paced environment, we’d love to hear from you! Experience in collections or business support is a plus, and a Notary license (or willingness to obtain one) is preferred.


Compensation:
$45,000 - $50,000 based on experience monthly commission
Modality: On-Site, West Valley Office
Schedule: Monday to Friday 8am-5pm


What you'll be doing

  • Supports the collections business line

  • Facilitates efficient, quality-based, and cost savings solutions

  • Escalates concerns related to assigned operation

  • Provides support for Legal Collections, Fraud, and Repossession teams

  • Administers and monitors programs, projects, and processes specific to business needs

  • Manages requests for community relations events, sponsorships, and company volunteer activities

  • Performs business operations functions that are administrative in nature

  • Aids in routine record keeping and report preparation

  • Works closely with both internal and external customers to meet required service needs

  • Interacts with Portfolio Administrators and provides backup support

  • Completes other duties as assigned by leadership

What you have:

  • High School Diploma (or equivalent)

  • 3 years of relevant experience in a customer contact, collections, account resolution, or business support role

  • Ability to work in a fast-paced environment

  • Strong written and outstanding verbal communication skills

  • Ability to obtain Notary license once in the role

What will make you stand out:

  • A college degree

  • Knowledge of the leasing industry

  • A current Notary license

  • 5 years of relevant experience in a customer contact, collections, account resolution, or business support role.


Why Work for Clicklease

At Clicklease, we believe small businesses are the backbone of the economy—and we’re here to help them grow. We’re a fast-growing fintech company with a big heart and an even bigger mission: to make equipment financing easy, inclusive, and accessible.

What makes Clicklease different?

  • High-growth environment

  • People-first culture

  • Diverse and inclusive

  • Fun is part of the job

  • Your voice matters

  • At Clicklease, we don’t just talk about our values—we live them. Join us and help make financing awesome.
    To learn more about our values, visit https://www.clicklease.com/careers

    What We Offer

  • Competitive salary and 401(k) with company match

  • Generous paid time off and 11 holidays

  • Health, dental, and vision insurance

  • Company-paid life and disability coverage

  • HealthJoy benefits platform and telehealth access

  • Meaningful work with a fun, supportive team


Clicklease is an equal opportunity employer and prohibits discrimination and harassment of any kind. We are committed to ensuring that all employees and job applicants are treated with respect and dignity regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other characteristic protected by applicable law. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Salary : $45,000 - $50,000

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