Portfolio Support Specialist

Recooty; Golden Horseshoe; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dynamic Portfolio Support Specialist to enhance their Operations team. In this engaging role, you'll be responsible for ensuring data accuracy, managing client communications, and supporting various operational tasks. Your expertise in SQL and MS Office will be vital as you upload data, update reports, and liaise with IT for database issues. This position offers the chance to work in a vibrant environment where your contributions will directly impact the efficiency of operations. If you thrive in a fast-paced setting and enjoy problem-solving, this opportunity is perfect for you.

Qualifications

• Bachelor’s degree required, with at least 1 year of relevant experience.
• Basic SQL knowledge and proficiency in MS Office tools are essential.

Responsibilities

• Upload and maintain data accuracy in the database system daily.
• Communicate with clients about register management and payment updates.

Skills

SQL

MS Office

Communication Skills

Data Management

Education

Bachelor’s degree in a technical or economical field

Tools

SSIS

SSRS

Job description

Job Brief:

We are currently looking for a vibrant and fun-loving person to join our growing team as a Portfolio Support Specialist. This role will be reporting to the Head of Operations Support and will be responsible for providing routine technical and management support to the various portfolios that our Operations department handle on a regular basis.

Responsibilities:

• Upload registers onto the database system on a daily basis and ensure the accuracy of the data.
• Update payments to clients’ reports on a daily basis.
• Deactivate cases / phones upon requests.
• Cross check payment information on a monthly basis.
• Prepare data for portfolio performance overview and other ad-hoc operational analyses.
• Maintain daily communication with clients regarding the management of registers.
• Provide daily control of fulfilment, changing, and testing of communication strategy logic based on business requests.
• Manage changes in SMS templates and campaign rules.
• Work with waiver client programs (change eligibility for forgiveness for whole portfolio, fill amount to pay and amount to forgive with proper values according to logic described in attachment, update scripts and arguments, and prepare and test SMS dispatches).
• Test and check operational and collection-related reporting processes.
• Coordinate and liaise with the IT department regarding database related issues.

Qualifications & Skills Required:

• Bachelor’s degree in a technical or economical field.
• At least 1 year of relevant experience, preferably in collection companies, banks, financial organizations, or telecoms.
• Basic SQL knowledge is a must.
• Proficient in the English language (pre-intermediate / A2).
• Advanced knowledge of MS Office tools.
• Additional experience in integration and reporting solutions such as SSIS or SSRS will be a plus.