Collections/account manager vs portfolio manager

Differences between collections/account manager and portfolio manager duties and responsibilities

Collections/account manager example responsibilities.

• Achieve historical low of six percent in A/R over 30 days past due and reduction of DSO to 53 days.
• Process payroll and employee benefits, mediated/resolve personnel issues and assure EEOC and OSHA compliance.
• Handle high volume incoming/outgoing calls, skip-tracing to find location information by following FDCPA regulations and hit monthly budget.
• Maintain and ensure a working knowledge of all federal, state and local governmental regulations including FDCPA, TCPA and FISMA.
• Negotiate and execute contract labor, outsourcing and payroll servicing contracts.
• Resolve delinquency by ACH payment collections, implement payment programs and negotiate settlements.
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Portfolio manager example responsibilities.

• Manage ongoing existing client needs and assist in credit structuring at loan origination.
• Manage over $900M in U.S. Equities and fixed-income; are simultaneously responsible for monitoring over $1.4b in global assets
• Manage governance, engage stakeholders and communicate budget impact to senior management.
• Conduct post-promotion analysis and manage financial reporting to ensure favorable ROI for clients.
• Create PowerPoint presentation books for clients.
• Facilitate internal, external, GAAP audits.
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