Portfolio Management Specialist - Equipment Finance
Core
Administers equipment finance portfolios by processing motor vehicle titles, tracking off-lease vehicles, and generating missing title reports for lessors and clients.
Role type
Operations specialist (equipment finance)
Builds
Monthly 90-day missing title reports, title release documentation, and portfolio status updates
Domain
Financial services / Equipment finance / Motor vehicle titling
Required skills
Title processing, regulatory compliance, data entry, MS Office, stakeholder communication, problem-solving
Responsibilities
Generate monthly 90 day missing title report, index and enter motor vehicle titles into the system, provide title releases within 48 hours, follow up with Lessors and ESOs for missing titles, monitor Indirect Vehicle portfolio for off-lease accounts, provide portfolio reporting to management