Portfolio Servicing Specialist jobs in United States
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TwinFold Capital · 1 week ago

Portfolio Servicing Specialist

TwinFold Capital is seeking a detail-oriented and professional Portfolio Servicing Specialist to manage and resolve past-due business loan accounts. The ideal candidate will communicate with business owners to find practical repayment solutions while protecting company interests and ensuring compliance with agreed payment plans.

Financial Services
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Growth Opportunities
Hiring Manager
Admin ATW
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Responsibilities

Manage the company’s funding portfolio
Proficient in CRM and loan servicing platforms for updating loan records, documenting borrower interactions and tracking collection activity
Contact business owners via phone, email, and written correspondence to collect past-due payments
Review loan agreements, payment histories, and account documentation
Monitor accounts for compliance with agreed payment plans
Accurately document all collection activity in the loan management system
Escalate accounts when necessary for legal action or third-party collections
Ability to work with senior leadership

Qualification

Loan servicingNegotiation skillsProblem-solving skillsCRM proficiencyFinancial data analysisCommunication skillsAttention to detailOrganizational skills

Required

1–3+ years of experience in loan collections, credit & collections, or financial services
Strong negotiation and problem-solving skills
Professional, respectful communication style
Ability to handle difficult conversations while maintaining positive client relationships
High attention to detail and strong organizational skill
Experience working with financial data and loan documentation

Preferred

Experience with small business or commercial loans

Benefits

Competitive salary or hourly rate based on experience
Performance-based incentives or bonuses
Health, dental, and vision insurance
Paid time off and holidays
Paying 95% of employer-sponsored health insurance plan
Paying 100% of dental/vision/life plan
Upward mobility and collaboration is our culture; you dictate how far you can go, and we are here to help
Weekly catered lunches
Positive and vibrant work environment/office
Cutting Edge Technologies CRM, Phone System, Marketing Software etc.
Music/TVs to embrace the fast pace environment
Kitchen stacked with a variety of coffee, drinks and snacks

Company

TwinFold Capital

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TwinFold Capital has been a leading provider of working capital and merchant financing to small and medium-sized businesses.

Funding

Current Stage
Early Stage

Leadership Team

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Justin S. Yousefi, CPA
Managing Partner
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Peter Shayan Yousefi, J.D.
Managing Partner
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Company data provided by crunchbase