Portfolio Representative III

Posted 5 Days Ago
Be an Early Applicant
Draper, UT, USA
In-Office
20-24 Hourly
Mid level
Financial Services
Make small business dreams possible through the power of affordable payments.
The Role
Manage a portfolio of delinquent accounts, resolve complex and high-risk situations, handle escalations, negotiate repayment solutions, and mentor junior team members to meet recovery and compliance goals.
Summary Generated by Built In
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.


Portfolio Representative III

Take ownership of complex customer accounts and drive meaningful recovery outcomes while helping small businesses stay on track.

Role Details

  • Modality: On-site (Draper, Utah) 
  • Schedule: Full-time, Monday–Friday
  • Compensation: $20–24/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 III helps Clicklease drive portfolio performance and reduce delinquency by resolving complex customer situations and optimizing repayment outcomes.

This role is ideal for someone who thrives in problem-solving environments, enjoys negotiating solutions, and can confidently handle high-risk or escalated accounts.


The Team

The Portfolio team manages customer accounts and drives recovery performance while maintaining a strong and professional customer experience.


What You’ll Do

  • Manage a portfolio of delinquent customer accounts
  • Resolve complex and high-risk account situations
  • Handle escalations from team members and drive resolution
  • Negotiate non-standard repayment solutions within policy
  • Support and guide junior team members as needed


What You Have

  • High school diploma or equivalent
  • 3+ years of collections or account resolution experience
  • Experience resolving complex customer situations
  • Experience using CRM or collections systems


What Will Make You Stand Out

  • Experience in leasing, fintech, or financial services
  • Experience handling escalated or high-risk portfolios
  • Bilingual in English and Spanish (written and verbal)


What Success Looks Like in the First 6 Months

  • Achieves target % PTP kept on complex accounts
  • Consistently resolves escalations with high quality and compliance
  • Meets or exceeds recovery and performance goals
  • Maintains strong QA scores 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

Benefits eligibility and details may vary based on role and employment status.

 

**Clicklease only accepts resumes submitted in English** 

Skills Required

  • High school diploma or equivalent
  • 3+ years of collections or account resolution experience
  • Experience resolving complex customer situations
  • Experience using CRM or collections systems
  • Experience in leasing, fintech, or financial services
  • Experience handling escalated or high-risk portfolios
  • Bilingual in English and Spanish (written and verbal)
Am I A Good Fit?
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The Company
HQ: West Valley City, UT
176 Employees
Year Founded: 2018

What We Do

Clicklease is the payment solution that says “yes.” Our innovative payment solution connects equipment vendors with small businesses through flexible, affordable payment plans. The solution’s proprietary algorithm doesn’t need to consider FICO scores for approval, empowering customers who can’t get funding otherwise. Business owners simply shop for the equipment they need on their favorite vendor websites, click to apply for Clicklease payments, complete the 4-minute application, receive instant approval, and enjoy same-day funding. Our solution is a win-win. It not only helps small businesses buy what they need to succeed, it helps equipment vendors sell what they need to grow. And when businesses grow, so do families, communities, and economies.

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