What are the responsibilities and job description for the Portfolio Servicing Associate position at Delta Financial Group?
Portfolio Servicing Associate/Manager
Location: St. Petersburg, FL (In-Office)
Reports To: Servicing Manager & Controller
Experience: 2–6 years in commercial lending, database management, mortgage operations or closing, accounting, or equipment lease or loan servicing. Desire to learn AI.
Position Overview
We are a growing commercial equipment leasing fund manager with institutional backing seeking a detail-oriented Portfolio Servicing Associate. You will manage daily portfolio administration, ensure accurate financial tracking, and support both lease servicing and corporate accounting functions. A desire to learn and be fluent in AI applications is a must.
Key Responsibilities
- Portfolio Administration: Manage daily commercial equipment lease servicing workflows.
- Payment Processing: Remit, post, and reconcile daily borrower lease payments.
- Delinquency Management: Monitor aging reports and execute early-stage collections.
- Financial Reporting: Assist the Controller with month-end portfolio reconciliations.
- Customer Service: Resolve lessee inquiries regarding billing and payoffs.
- Data Integrity: Maintain accurate contract data within the servicing system.
Qualifications
- Experience: 2–6 years in commercial lending or leasing.
- Skills: Strong understanding of lease/loan structures and amortization.
- Tech Stack: Proficiency in commercial servicing software and MS Excel.
- Desire to become fluent in AI, starting with intensive training.
Pay: $51,927.39 - $115,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Relocation assistance
Work Location: In person
Salary : $51,927 - $115,000