Portfolio Representative II

Clicklease; Draper (UT); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Paid time off and company holidays

Paid maternity leave

Job summary

Clicklease is seeking a Collector II to help maintain portfolio health in Draper, UT by managing delinquent accounts and negotiating repayment solutions. You’ll handle customer conversations, analyze financial situations, and work toward measurable performance goals.

You’ll join the Collections team, balancing customer experience with business outcomes. A high school diploma, 2+ years in customer contact, and 1+ year in collections or account resolution, plus CRM experience, are required with a

Qualifications

• 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.

Responsibilities

• 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.

Skills

Customer service experience

CRM experience

Negotiation

Education

High school diploma or equivalent

Tools

CRM software

Job description

Established in 2018, Clicklease is dedicated to empowering small business owners frequently overlooked by traditional lenders. Our headquarters are located in the vibrant city of Draper, UT, with operations extending to Radial, Alajuela, Costa Rica. We’ve cultivated a dynamic environment where equipment financing goes beyond being a mere service; it acts as the gateway to realizing entrepreneurial dreams.

Our Core Values:

1. We Are A Happy Company:
At Clicklease, happiness is not just a byproduct; it’s a fundamental value. Join a workplace where positivity and joy are cultivated, creating an environment where you can bring your best self to work every day.

2. We Celebrate Collective Intelligence:
We thrive on the brilliance of collaboration. Clicklease is a space where diverse minds come together, combining their intelligence to create solutions that matter. Your ideas are not just heard; they’re celebrated.

3. We Practice Empathy:
Empathy isn’t just a word in our dictionary; it’s a daily practice. Join a team that values understanding and compassion. At Clicklease, we recognize the human side of business and foster a culture where empathy is a guiding principle.

4. We Listen & Learn:
Growth is a continuous journey at Clicklease. We believe in listening and learning from one another. Your insights and experiences contribute to our collective knowledge, making us stronger as a team.

Our Mission:

At Clicklease, we have a clear purpose - to fulfill the capital needs of underserved entrepreneurs and their Main Street Businesses. We achieve this mission through simple, fast, and innovative equipment leasing solutions. This is not just a statement; it’s the driving force behind everything we do.

Help small businesses stay on track by guiding customers toward successful repayment solutions while building your career in a fast-growing fintech company.

Schedule: Full-Time | Monday–Friday | 8:00 AM–5:00 PM MT

Compensation: $18–22/hour + monthly performance-based bonus

About Clicklease

Clicklease is transforming how small businesses access the equipment they need to grow.

About the Role

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.

The Team

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

Why Join Clicklease

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

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