Portfolio Manager

4 months ago

Calgary, Canada Servus Credit Union Full time

Posting Closes: August 13, 2024

Employment Status: full time temporary contract position

*Please Note: Preference for in-person applicants. Candidates living outside of Calgary will be considered for a remote work option should their existing skillset be strongly aligned.

“As we come together as one amalgamated Credit Union, this internal opportunity is available to all employees from both Legacy Servus and connectFirst Credit Union. With more heart and more smart, we’re greater together. “

We're looking for a Portfolio Manager for our Stride Capital team at our location in Southwest Calgary.

Reporting to the Director of Leasing Operations, the Portfolio Manager is a self-starter with entrepreneurial energy and thrives in a fast paced, exciting environment. As the Portfolio Manager for the Stride Leasing Collections team, you develop and execute strategies to dispose of off-lease assets including, but not limited to working with third party marketers and RBA.

The successful candidate will have extensive experience in the equipment leasing industry. They will also have a team player personality and have excellent prioritization and time management skills.

Responsibilities are as follows but not limited to:

  • Management of surrendered Equipment, including documentation, lien searches, credit reports, and unit evaluation for re-sale
  • Seizure of Equipment coordination, legal documentation, and full collection process
  • Engage the lawyers on an ongoing basis providing updated accounting, reviewing legal documentation, assisting with research, providing further instruction and approval as files progress
  • Prepare packages for CGI
  • Prepare and administrate claim through small claims court, including all stages up to judgement
  • Document all ingoing and outgoing calls in the notes of LeasePlus
  • Monitor all the various stages of equipment transition from seizure to the collection of deficiencies
  • Prepare all documents in relation to farm debt mediation

Requirements

Experience:

  • Minimum of 5 years equipment leasing experience
  • Familiarity with business credit and security documents with an understanding of contract law as it pertains to security agreements
  • Experience working with challenged accounts along with practical knowledge of collection procedures
  • Strong negotiating and conversational skills to handle difficult conversations  

Education and Training:

  • Post-secondary Degree in Business
  • Related graduate degree such as MBA, CPA or CFA would be an asset 

Most importantly, we're looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. We're not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve. 

Benefits

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

  • Training & Development Opportunities
  • Career Advancement Potential
  • Flexible work options
  • Competitive Compensation including performance-based incentive pay
  • Meaningful work towards individual and corporate goals 
  • Opportunities to get involved and give back through an employee volunteer program

 For information about these benefits and more, click here. 

At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the services we provide … with a few additional perks

What happens next?

Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process, please advise us at that time.

Discover a sense of belonging amongst a team of unique, authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills, passion, and curiosity may find a sense of belonging at Servus, so even if you don’t check every box we encourage you to apply 

#indh

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