Auto req ID: 3354BR
Title: Portfolio Control Officer
Job Function: Risk Management
State and City: Various - Field-Based positions
Company: Harley-Davidson Financial Services
Full or Part-Time: Full-Time
Job Summary:
POSITION SUMMARY
Establish a process, training, and control structure to support, Collections, Loss Mitigation, Remarketing and Risk Management through process development, documentation and strategy implementation that integrates with the company’s vision. Ensure adherence to established processes and strategies through training, quality assurance monitoring and coaching. Assist with the identification and implementation of continuous process, system & strategy improvements while ensuring changes are documented, communicated effectively and utilized. Assist in the development and monitoring of process & strategy metrics and partner with Operations, Decision Analytics, and Business Intelligence teams to develop and monitor reporting and dashboards that provide transparency to associate, team and department performance. Partner with Operations to support employee empowerment and mentoring structures that leverage this transparency, recognize and reward top performers and promote continuous improvement towards achieving company profitability and loss objectives. Primary Responsibilities outlined below may be distributed among the team and led by another team member, but as site leader, must provide effective site communications and leadership.
PRIMARY RESPONSIBILITIES
- Ensure comprehensive, well documented policies and procedures are current for Collections, Loss Mitigation & Remarketing.
- Ensure accurate and timely access to workflows and procedures by maintaining clear and up-to-date content on Solution Station.
- Partner with Operations to champion continuous improvement of procedure and process map documentation to ensure appropriate, timely updates and ease of access.
- Regularly monitor/audit policy and procedures to include leadership of maintenance and updates as required.
- Partner with necessary owners (GIS, Vendor Managers, Dialer Admins, etc.) to document operational tools/systems and ensure that associates have appropriate level of access aligned with their job function and authority role. Conduct regular audits to maintain this information & correct any inaccuracies.
- Partner with Operations to lead the design and development of training content. Support the delivery of training that aligns to documented procedures and ensure training adequately prepares associates for meeting their objectives and the objectives of the business. Training to include new hire as well as seasoned refresher classes with integrated assessment and feedback cycles to ensure training is delivered well and that the knowledge is received and maintained.
- Develop standardized communication channels to ensure strategy, system/tool and process changes are delivered to the appropriate audiences in an easy to understand format that aligns to procedure documentation.
- Gather and provide feedback on operational impact of collections, repossession, and loss mitigation strategies to support continuous improvement efforts and reduced losses.
- Develop and implement a process focused QA program to monitor procedure and strategy adherence.
- Assist Operations leadership and Decision Analytics in monitoring and analyzing queue roll trends, staffing & accounts per collector & workflow/procedural adherence.
- Assist in the implementation of authority progression & mentoring structures that reinforce process and strategy adherence while recognizing, developing and leveraging top performers for continuous improvement and growth of operational resources.
- Partner with Compliance to ensure business readiness for internal/external audits/exams, provide onsite support for exam and complete follow-ups as required.
- Partner with Collections/Loss Mitigation in the development and implementation of incentive programs designed to reduce losses, address portfolio control issues and opportunities to include monitoring adherence and results determined by review of the associated costs and benefits.
Education Required:
- Bachelor’s degree required
Experience Required:
JOB REQUIREMENTS
Experience/Knowledge/Other Skills
- 5+ years financial services experience, preferably in Portfolio Management, Risk Management or Process focused role.
- Creative thinker, problem-solver.
- Excellent verbal and written communication skills.
- Strong analytical skills.
- Strong teamwork skills and the ability to interact effectively with all levels.
- Demonstrated ability to take the initiative and achieve results in a fast-paced and changing environment.
- Experience in process mapping, policy and procedure writing preferred
- Green or Black Belt preferred
- Proficient with Microsoft Office including Excel and PowerPoint, familiarity with Adobe and HTML tools a plus.
Supplemental Information:
These positions can be filled in Carson City, NV or Plano, TX.
Direct Reports: No
Travel: Required 0-10%
Title: Portfolio Control Officer
Job Function: Risk Management
State and City: Various - Field-Based positions
Company: Harley-Davidson Financial Services
Full or Part-Time: Full-Time
Job Summary:
POSITION SUMMARY
Establish a process, training, and control structure to support, Collections, Loss Mitigation, Remarketing and Risk Management through process development, documentation and strategy implementation that integrates with the company’s vision. Ensure adherence to established processes and strategies through training, quality assurance monitoring and coaching. Assist with the identification and implementation of continuous process, system & strategy improvements while ensuring changes are documented, communicated effectively and utilized. Assist in the development and monitoring of process & strategy metrics and partner with Operations, Decision Analytics, and Business Intelligence teams to develop and monitor reporting and dashboards that provide transparency to associate, team and department performance. Partner with Operations to support employee empowerment and mentoring structures that leverage this transparency, recognize and reward top performers and promote continuous improvement towards achieving company profitability and loss objectives. Primary Responsibilities outlined below may be distributed among the team and led by another team member, but as site leader, must provide effective site communications and leadership.
PRIMARY RESPONSIBILITIES
- Ensure comprehensive, well documented policies and procedures are current for Collections, Loss Mitigation & Remarketing.
- Ensure accurate and timely access to workflows and procedures by maintaining clear and up-to-date content on Solution Station.
- Partner with Operations to champion continuous improvement of procedure and process map documentation to ensure appropriate, timely updates and ease of access.
- Regularly monitor/audit policy and procedures to include leadership of maintenance and updates as required.
- Partner with necessary owners (GIS, Vendor Managers, Dialer Admins, etc.) to document operational tools/systems and ensure that associates have appropriate level of access aligned with their job function and authority role. Conduct regular audits to maintain this information & correct any inaccuracies.
- Partner with Operations to lead the design and development of training content. Support the delivery of training that aligns to documented procedures and ensure training adequately prepares associates for meeting their objectives and the objectives of the business. Training to include new hire as well as seasoned refresher classes with integrated assessment and feedback cycles to ensure training is delivered well and that the knowledge is received and maintained.
- Develop standardized communication channels to ensure strategy, system/tool and process changes are delivered to the appropriate audiences in an easy to understand format that aligns to procedure documentation.
- Gather and provide feedback on operational impact of collections, repossession, and loss mitigation strategies to support continuous improvement efforts and reduced losses.
- Develop and implement a process focused QA program to monitor procedure and strategy adherence.
- Assist Operations leadership and Decision Analytics in monitoring and analyzing queue roll trends, staffing & accounts per collector & workflow/procedural adherence.
- Assist in the implementation of authority progression & mentoring structures that reinforce process and strategy adherence while recognizing, developing and leveraging top performers for continuous improvement and growth of operational resources.
- Partner with Compliance to ensure business readiness for internal/external audits/exams, provide onsite support for exam and complete follow-ups as required.
- Partner with Collections/Loss Mitigation in the development and implementation of incentive programs designed to reduce losses, address portfolio control issues and opportunities to include monitoring adherence and results determined by review of the associated costs and benefits.
Education Required:
- Bachelor’s degree required
Experience Required:
JOB REQUIREMENTS
Experience/Knowledge/Other Skills
- 5+ years financial services experience, preferably in Portfolio Management, Risk Management or Process focused role.
- Creative thinker, problem-solver.
- Excellent verbal and written communication skills.
- Strong analytical skills.
- Strong teamwork skills and the ability to interact effectively with all levels.
- Demonstrated ability to take the initiative and achieve results in a fast-paced and changing environment.
- Experience in process mapping, policy and procedure writing preferred
- Green or Black Belt preferred
- Proficient with Microsoft Office including Excel and PowerPoint, familiarity with Adobe and HTML tools a plus.
Supplemental Information:
These positions can be filled in Carson City, NV or Plano, TX.
Direct Reports: No
Travel: Required 0-10%