Portfolio Services Coordinator

Openlane; Carmel, Northern (IN, KY); Hybrid; USD 20,000 - 29,000; Full time

Benefits offered by this job

Competitive pay

Health benefits with HSA

401K with company match

Paid vacation and sick time

Parental leave

Disability insurance

Tuition reimbursement

Job summary

OPENLANE seeks a Portfolio Services Coordinator to oversee daily portfolio operations, monitor vendor and client SLAs, and resolve inquiries with accuracy. The role emphasizes meticulous reconciliation, documentation, and ongoing process improvements.

Strong organizational skills and a detail-oriented mindset are essential for success. The position is remote, with a US-based work location, and offers data-driven workflow management, cross-functional collaboration, and opportunities to contribute

Qualifications

• Must have operational administration experience in portfolio services or a related coordinator role.
• Strong understanding of SLA management and compliance standards.
• Ability to prioritize daily workflows and meet strict deadlines.

Responsibilities

• Monitor portfolio performance, holdings, and transactions.
• Perform reconciliation and quality checks on active assignments.
• Assist with portfolio guideline monitoring and client inquiries.
• Maintain accurate records of portfolio activity and documentation.
• Provide general administrative support to the Portfolio Services team.

Skills

Operational administration

SLA management

Workflow prioritization

Client service support

Education

High School Diploma or equivalent

Job description

## Portfolio Services CoordinatorApplyremote type: Remotelocations: US - IN - Carmel (OPENLANE): Remote, United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-254730**Who We Are:** At OPENLANE we make wholesale easy so our customers can be more successful. **We’re a technology company** building the world’s most advanced—and uncomplicated—digital marketplace for used vehicles. **We’re a data company** helping customers buy and sell smarter with clear, actionable insights they can understand and use. **And we’re an innovation company** accelerating the future of wholesale remarketing through curiosity, collaboration, and an entrepreneurial spirit. **Our Values:** **Driven Waybuilders.** We pursue challenges that inspire us to build, create, and innovate. **Relentless Curiosity.** We seek to understand and improve our customers’ experience. **Smart Risk-Taking.** We transform risk into progress through data, experience, and intuition. **Fearless Ownership.** We deliver what we promise and learn along the way. **What We Offer:*** Competitive pay* Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)* Immediately vested 401K (US) or RRSP (Canada) with company match* Paid Vacation, Personal, and Sick Time* Paid maternity and paternity leave (US)* Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)* Robust Employee Assistance Program* Employer paid Leap into Service Day to volunteer* Tuition Reimbursement for eligible programs* Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization* Company culture of internal promotions, diverse career paths, and meaningful advancement**We’re Looking For:**A Portfolio Service Coordinator who will oversee day-to-day portfolio service operations, monitor vendor performance, and serve as a key point of contact for client inquiries and issue resolution. This role is responsible for ensuring service excellence and adherence to established client and vendor Service Level Agreements (SLAs).**You Are:*** **Detail-Oriented.** You conduct meticulous reconciliation and quality control checks on active assignments to maintain high organizational standards.* **Client-Focused.** You are dedicated to supporting client service teams and responding to portfolio-related inquiries with accuracy and urgency.* **Proactive.** You identify process gaps and improvement opportunities, assisting with automation initiatives to increase overall efficiency.* **Organized.** You excel at coordinating and prioritizing daily workflows to effectively meet established deadlines and manage complex portfolio activities.**You Bring:*** **Core Knowledge** + Portfolio service operations and guideline monitoring. + Portfolio performance, holdings, and transaction analysis. + Internal policies, client mandates, and regulatory requirements.* **Functional Expertise** + Operational execution and SLA management. + Workflow coordination and daily prioritization. + Client service support and issue resolution + Process improvement and automation initiatives.* **Technical Expertise** + Proficiency in tools used for tracking, documenting, and maintaining portfolio activity. + Strong administrative and technical workflow management capability.**You Own:*** Monitoring and analyzing portfolio performance, holdings, and transactions* Conducting reconciliation and quality control checks on active assignments* Assisting with portfolio guideline monitoring* Supporting client service teams by responding to portfolio-related inquiries* Maintaining accurate records of portfolio activity and documentation* Performing general administrative and operational functions to support the Portfolio Services team**You Drive:*** **Execution:** Coordinating daily workflows to meet deadlines, ensuring all portfolio activities are documented according to organizational standards, and implementing efficiency improvements.* **Results**: Consistently meeting or exceeding all service level agreements (SLAs) and ensuring strict compliance with client-specific requirements.**Who You Will Work With:*** Reporting to the Portfolio Service Manager, this role will collaborate with client service teams, internal operations groups, and external vendors on a daily basis.**Where You Work:*** Your work is performed as a Remote employee, depending on business needs and location.**Must Have’s:*** High School Diploma or equivalent is required* Proven experience in operational administration, portfolio services, or a related coordinator role.* Strong baseline understanding of SLA management and compliance standards.* Demonstrated ability to prioritize daily workflows and meet strict operational deadlines.**Nice to Have’s:*** Prior experience working within automotive, wholesale, or logistics portfolio management.* Experience assisting with process automation or system migration initiatives.**Sound like a match? Apply Now - We can't wait to hear from you!****Compensation Range of**Hourly: $18.00 - $18.00 USD