Portfolio Manager, NextGear Capital (Salt Lake City Metro Market)

About the Opportunity

The Portfolio Manager manages and grows a portfolio of dealer clients across the Salt Lake City Metro Market, Utah 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 permanently live in assigned 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 for risk mitigation.
• Physical inspection of inventory, accuracy of audits, and repossession as necessary.
• Serve as a fiduciary for the company.
• Detailed documentation in Salesforce all prudent conversations, activities, and client interactions.
• Responsible for onboarding of new clients.
• Cultivate Cox Automotive cross functional business unit relationships.
• Participate and support other projects and initiatives as required.

About You

• Knowledge of the automotive industry and finance industry.
• Proficiency in reading and analyzing financials.
• Strong financial acumen and ability to identify risk indicators.
• Strong presentation, verbal and written communication skills.
• Strong interpersonal skills and ability to interact with clients and internal team members.
• Strong time management, negotiation, and collection skills.
• Strong analytical and problem-solving skills.
• Ability to work independently and in a remote environment.
• Proficient in Excel, Word, PowerPoint, Outlook, Teams, and Salesforce.

Eligibility

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

Benefits

• Flexible vacation time, paid holidays, and paid wellness hours.
• Additional paid time off for bereavement leave, voting time off, jury duty leave, volunteer time off, military leave, and parental leave.

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.