Portfolio Manager, NextGear Capital (Chicago Central Market)

About the Opportunity

The Portfolio Manager manages and grows a portfolio of dealer clients across Chicago Central 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.

Must live within the assigned market.

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
• Collaborate and strategize with Risk and Recovery department
• Serve as a fiduciary for the company
• Detailed documentation in Salesforce all prudent conversations, activities and client interactions as required by the company KPI's

About You

Knowledge of the automotive industry, finance industry, proficiency in financial analysis, strong financial acumen, ability to communicate effectively, strong interpersonal skills, strong time management and negotiation skills, ability to work independently, 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, or collections. Automotive and/or floorplan industry background preferred. Financial knowledge and acumen preferred.

Benefits

• Flexible vacation policy
• Seven paid holidays
• Up to 160 hours of paid wellness annually
• Additional paid time off for various situations

About Company

Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship. EOE, including disability/vets.

Compensation: USD 98,300.00 - 147,500.00 per year

Disclaimer: The description is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements.