Portfolio Representative II
clickleaseDraper (UT)
About the role
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 Location: Draper, Utah (On-Site)
Schedule:
Full-Time | Monday Friday | 8:00 AM5:00 PM MT Compensation: $1822/hour + monthly performance-based bonus 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. 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:
Handle inbound and outbound communication with customers 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 Efficiently manage your time and maintain productivity targets Demonstrate strong compliance and documentation accuracy 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
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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