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 West Valley City, 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 Specialist

Help support small businesses by driving account resolution and portfolio servicing operations in a fast-paced fintech environment where your work directly impacts customer outcomes and portfolio performance.

Role Details

Modality: On-Site — Draper, Utah

Schedule: Full-Time; employees work the same hours and days each week, with consistent start and end times

Compensation: $40,000-$50,000 + Competitive performance-based bonus program

About 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.

About the Role

The Portfolio Specialist helps Clicklease support portfolio performance and customer account resolution by managing delinquent account workflows, servicing activities, and operational processes related to collections, fraud support, and repossession coordination.

This role is ideal for someone who enjoys problem-solving, thrives in a fast-paced operational environment, and is motivated by helping drive efficient account resolution outcomes while maintaining strong attention to detail.

The Team

The Portfolio Operations team plays a critical role in supporting portfolio health, customer account servicing, and operational execution across the business. Team members work collaboratively across collections, legal support, fraud operations, and portfolio servicing functions to deliver strong customer and business outcomes.

What You’ll Do

• Manage assigned delinquent portfolio accounts and support account resolution workflows.
• Review account activity and determine appropriate next steps, including escalation to legal collections, repossession coordination, fraud review support, or settlement processing.
• Conduct inbound and outbound communications related to account servicing and resolution activities.
• Maintain accurate account records, servicing documentation, and operational updates within company systems.
• Monitor portfolio activity and contribute to departmental delinquency and recovery performance goals.
• Coordinate with internal stakeholders and external partners regarding account activity a