Loan Portfolio Specialist

Job Description WHY JOIN TAXRISE?At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions.ABOUT THE ROLEThe Loan Portfolio Specialist is responsible for managing and optimizing a portfolio of consumer loans by ensuring timely payments, minimizing delinquency, and maintaining strong client relationships. This role requires a proactive approach to collections, account analysis, and customer communication.The ideal candidate is analytical, detail-oriented, and experienced in loan servicing, collections, and high-volume client interaction.We're all about that in-person vibe—this role is 100% on-site! If you're excited to work side-by-side with our team (or are ready to make the move), then you're a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!HOW YOU'LL BE REWARDEDBase pay: $25–$27 per hour (full-time)Monthly bonus: $500–$1,000 based on performance WHAT YOU'LL DOManage a high-volume portfolio of consumer loans, including delinquent and at-risk accountsProactively contact borrowers via phone, email, and text to resolve past-due balancesNegotiate payment arrangements, loan modifications, and repayment plans to bring accounts currentMonitor loan performance and identify early-stage delinquency risks for interventionSchedule payments and maintain accurate records across loan servicing platformsIssue notices of default in compliance with regulatory and company guidelinesAnalyze borrowers' financial situations to recommend appropriate solutionsMaintain detailed documentation of all account activity within CRM systems (Salesforce)Collaborate with internal teams to escalate complex accounts and provide status updatesConsistently meet or exceed monthly performance metrics, including collection targets and call volumeSupport onboarding and training of new team members as neededDeliver empathetic, solution-oriented customer interactions while maintaining firm collection practicesResolve disputes and escalate complaints in alignment with compliance standardsWHAT YOU'LL NEED TO HAVE3+ years of experience in loan servicing, collections, or portfolio managementStrong understanding of consumer loan lifecycle, delinquency management, and repayment strategiesProven ability to meet or exceed collection and performance goalsExperience negotiating payment solutions and handling sensitive financial conversationsProficiency in CRM systems and collections tools (Salesforce, Zendesk, Zoho, etc.)Strong analytical and problem-solving skills with attention to detailExcellent communication skills—both verbal and writtenAbility to manage a large portfolio in a fast-paced, high-volume environmentKnowledge of compliance requirements related to collections and loan servicing is preferredWHAT WE OFFERWe believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family:Medical, Dental, and Vision Insurance (starting after 60 days)Paid Time Off 401(k) retirement plan with company matchProfessional Development Program to support your growthAccess to our on-site gym and gaming loungeCatered team lunches every FridayFun and energizing quarterly company outingsABOUT USAt TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution.OUR COMMITMENTAt TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.