The Portfolio Manager manages and grows a portfolio of dealer clients across the Phoenix East territory with lines of credit ranging from $50,000 to $2.5M within an assigned geographic territory.
Optimize each client’s use of the line of credit by acting as floor plan subject matter expert.
Achieve goals and performance targets set by the company by regularly engaging with clients.
Educate clients on desired performance behaviors and compliance with company policies.
Collect and analyze client financial information to assess and monitor dealer performance.
Collaborate with Risk and Recovery department with pre-default risk mitigation efforts.
Minimize loss and maximize recovery on defaulted accounts.
Serve as a fiduciary for the company by reporting any material non-compliance.
Detailed documentation in Salesforce all prudent conversations and activities.
Complete all Salesforce campaigns as required by the company.
Responsible for onboarding new clients to ensure a positive client experience.

BA/BS with 4+ yeas related experience in finance, client facing, customer service, B2B, account management and/ or collections required
Candidate can also have a combination of a MS degree and 2+ years, or 8 years of experience in lieu of a degree.
Knowledge of the automotive industry (various sectors).
Knowledge of the finance industry (various sectors).
Proficiency of reading and analyzing financials, such as profit & loss, balance sheet, tax returns and bank statements preferred.
Strong financial acumen with working knowledge of key financial tools and terminology.
Ability to identify risk indicators through data tools.
Strong presentation, verbal and written communication skills.
Strong interpersonal skills with ability to interact with clients, collaborate with internal team members. and external partners at various levels within the organization.
Strong time management skills with ability to manage deadlines.
Strong negotiation and collection skills.
Strong analytical and problem-solving skills.
Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce.

flexibility to take as much vacation with pay as they deem consistent with their duties
seven paid holidays throughout the calendar year
up to 160 hours of paid wellness annually for their own wellness or that of family members
additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.

Portfolio Manager

Key skills