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ROLE SUMMARY
Our client is actively looking for a Portfolio Analyst Coordinator to join their growing team. The ideal candidate must be extremely organized, have a sense of urgency, and be able to multitask to provide world-class customer service.
WORK SCHEDULE: 9:00 AM – 6:00 PM Pacific Standard Time (1:00 AM – 10:00 AM Philippine Standard Time), follows Philippine holidays
POSITION TYPE: Full Time
WORK ARRANGEMENT: Remote
ESSENTIAL FUNCTIONS:
- Track/facilitate transactions for internal and external customers accurately
- Respond to all internal and external requests within 1 business day
- Ensure there is an action plan to service the client for every request
- Manage transactions based on the established service level agreements (SLA) and or key performance indicators (KPI)
- Escalate transactions if there is a concern that the timeline will not be met
- Generate end-of-lease termination documents accurately
- Perform spreadsheet and operating system data entry/updates
- Produce monthly ad-hoc reports
- Relay necessary information in an efficient and timely manner
QUALIFICATIONS:
- A Bachelor’s degree in the related field or relevant experience
- Experience in a multi-client environment
- Proficient in Microsoft Office (Excel, Word, PowerPoint, and Outlook)
- Must have a strong sense of urgency to ensure timelines are being met
- Able to communicate verbally and in writing within and outside the organization
- Highly organized and have a strong work ethic that drives results
- Analytical skills with particular attention to detail
- Ability to function in an autonomous environment—independent worker, self-directed
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