Portfolio Manager, NextGear Capital (Chicago Metro South Territory)

About the Opportunity

The Portfolio Manager manages and grows a portfolio of dealer clients across the assigned Chicago Metro South territory with lines of credit ranging from $50,000 to $2.5M within an assigned geographic territory. The primary responsibilities include building and maintaining relationships with clients, optimizing the portfolio through the clients' use of the line of credit, identifying and mitigating pre-default account risk, and supporting post-default collections on defaulted accounts. The geographic territory assigned will be in the Atlanta Northwest area.

The Candidate must permanently reside in assigned Chicago Metro South territory.

Responsibilities

• Optimize each client's use of the line of credit within an assigned portfolio whose lines of credit range from $50,000 to $2,500,000.
• Achieve goals and performance targets as set by the company.
• Educate clients on desired performance behaviors, self-service options, and best practices.
• Collect and analyze client financial information and various internal reports.
• Utilize company provided historical data and tools to identify targets for opportunity of growth.
• Collaborate and strategize with Risk and Recovery department with pre-default risk mitigation and post default collection efforts.
• Serve as a fiduciary for the company.
• Detailed documentation in Salesforce all prudent conversations, activities and client interactions.
• Responsible for onboarding new clients.

About You

• Knowledge of the automotive industry and finance industry.
• Strong financial acumen and ability to identify risk indicators.
• Strong communication, interpersonal, time management, negotiation, and analytical skills.
• Proficient in Excel, Word, PowerPoint, Outlook, Teams, and Salesforce.

Eligibility

BA/BS with 4+ years related experience in finance, client facing, customer service, B2B, account management and/or collections required. Automotive and/or floorplan industry background preferred. Financial knowledge and acumen preferred.

Benefits

• Flexible vacation with pay, seven paid holidays, and up to 160 hours of paid wellness annually.
• Additional paid time off for bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.

About Company

The Company offers a base salary of $95,900.00 - $143,900.00 with additional compensation options. Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship.