Loan Portfolio Specialist

WHY JOIN TAXRISE?

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions.

ABOUT THE ROLE
The Loan Portfolio Specialist is responsible for managing and optimizing a portfolio of consumer loans by ensuring timely payments, minimizing delinquency, and maintaining strong client relationships. This role requires a proactive approach to collections, account analysis, and customer communication.

The ideal candidate is analytical, detail-oriented, and experienced in loan servicing, collections, and high-volume client interaction.

We’re all about that in-person vibe—this role is 100% on-site! If you’re excited to work side-by-side with our team (or are ready to make the move), then you’re a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!

HOW YOU’LL BE REWARDED

• Base pay: $25–$27 per hour (full-time)
• Monthly bonus: $500–$1,000 based on performance 

WHAT YOU’LL DO

• Manage a high-volume portfolio of consumer loans, including delinquent and at-risk accounts
• Proactively contact borrowers via phone, email, and text to resolve past-due balances
• Negotiate payment arrangements, loan modifications, and repayment plans to bring accounts current
• Monitor loan performance and identify early-stage delinquency risks for intervention
• Schedule payments and maintain accurate records across loan servicing platforms
• Issue notices of default in compliance with regulatory and company guidelines
• Analyze borrowers' financial situations to recommend appropriate solutions
• Maintain detailed documentation of all account activity within CRM systems (Salesforce)
• Collaborate with internal teams to escalate complex accounts and provide status updates
• Consistently meet or exceed monthly performance metrics, including collection targets and call volume
• Support onboarding and training of new team members as needed
• Deliver empathetic, solution-oriented customer interactions while maintaining firm collection practices
• Resolve disputes and escalate complaints in alignment with compliance standards

WHAT YOU’LL NEED TO HAVE

• 3+ years of experience in loan servicing, collections, or portfolio management
• Strong understanding of consumer loan lifecycle, delinquency management, and repayment strategies
• Proven ability to meet or exceed collection and performance goals
• Experience negotiating payment solutions and handling sensitive financial conversations
• Proficiency in CRM systems and collections tools (Salesforce, Zendesk, Zoho, etc.)
• Strong analytical and problem-solving skills with attention to detail
• Excellent communication skills—both verbal and written
• Ability to manage a large portfolio in a fast-paced, high-volume environment
• Knowledge of compliance requirements related to collections and loan servicing is preferred

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family:

• Medical, Dental, and Vision Insurance (starting after 60 days)
• Paid Time Off 
• 401(k) retirement plan with company match
• Professional Development Program to support your growth
• Access to our on-site gym and gaming lounge
• Catered team lunches every Friday
• Fun and energizing quarterly company outings

ABOUT US

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. 

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.

We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.

OUR COMMITMENT

At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.