Portfolio Specialist (Atlanta, GA)

Lewis James Professional

Portfolio Specialist

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Portfolio Specialist for a contract opportunity with a financial services client.


  • Establish and maintain paper and electronic credit files in line with policy recommended standards including annual certification of each file.
  • Manage tracking and timely receipt of required client reporting.
  • Assist client transfers between portfolios and completes transfer worksheets.
  • Provide administrative support to Portfolio Management teams on risk reviews, internal and external audits.
  • Communicate and elevate past due reporting requirements to PM team, including but not limited to GPM.
  • Provide Tickler and Annual Review reporting on a regular and ad hoc basis.
  • Coordinate with CROS for original documents to be sent to the Vault.
  • Maintain and update ACS spreadsheet and manage rush requests through Salesforce.


  • Bachelor’s Degree or an equivalent combination of education and experience.
  • Basic proficiency in Microsoft Office products.
  • Highly motivated individual with effective verbal and written communication skills and great attention to detail.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_3713. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_3713. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V