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Portfolio Administration Lead

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HFD

51 - 200 employees

đź’¸ Finance

⚕️ Healthcare Insurance

Finance • Healthcare Insurance

HFD is a company that offers affordable financing options for patients seeking healthcare services in various specialties, including dental, orthodontics, veterinary, audiology, vision, and cosmetics. The company is committed to providing pay-over-time solutions that are accessible to nearly every patient, regardless of their credit score, addressing a significant challenge faced by traditional lenders. HFD's platform aims to improve patient approval rates, reduce financial barriers to treatment, and support healthcare providers by minimizing the discomfort of financial discussions with patients. HFD partners with healthcare providers to onboard them onto their platform, facilitating seamless patient financing experiences.

đź“‹ Description

• Assisting with oversight of newer and more complex department initiatives • Serving as a subject matter expert for fraud, recovery, provider risk, and portfolio management functions • Supporting cross-functional projects and operational improvements • Assisting with provider recovery efforts, recourse reviews, and financial exposure analysis • Supporting reporting development, data validation, and portfolio analytics • Assisting with vendor coordination and recovery operations • Conducting research and preparing recommendations for escalated matters • Supporting quality assurance efforts across expanded department functions • Assisting with training and development as new responsibilities are introduced • Helping manage project work and strategic initiatives that extend beyond the department's core functions

🎯 Requirements

• 4+ years of experience in portfolio administration, financial operations, fraud/recovery, or a related field • Demonstrated ability to serve as a subject matter expert across provider risk, recovery, and portfolio management functions • Experience supporting fraud investigations, recourse reviews, or financial exposure/recovery analysis a plus • Comfortable partnering cross-functionally with Fraud, Compliance, Treasury, Enablement, IT, and Engineering teams • Strong analytical skills, with experience in reporting development, data validation, or portfolio analytics • Ability to research complex or escalated issues and prepare clear, well-supported recommendations • Comfortable mentoring or training others as departmental responsibilities evolve • Strong project management skills, with the ability to manage multiple initiatives simultaneously • Ability to pay close attention to detail and be self-motivated • Ability to multitask and excel in a fast-paced environment • Proficiency in Microsoft excel

🏖️ Benefits

• Medical, Dental, Vision Insurance • 401k with 4% company match • Unlimited PTO • 6 days of paid sick time • 6 paid holidays • 1 floating holiday (from the HFD approved list)

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