The Portfolio Manager manages and grows a portfolio of dealer clients across the Nashville East territory
Build and maintain relationships with clients
Optimize the portfolio through the clients’ use of the line of credit
Identify and mitigate pre-default account risk
Support post-default collections on defaulted accounts
Collect and analyze client financial information and various internal reports and dashboards to assess and monitor dealer performance
Collaborate and strategize with Risk and Recovery department with pre-default risk mitigation and post default collection efforts on defaulted accounts
Serve as a fiduciary for the company including identifying and reporting any material client or internal non-compliance with company policies

BA/BS with 4+ years 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 analytical and problem-solving skills
Ability to work independently and in a remote environment
Valid driver’s license is required for this position.

The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company’s needs, and its obligations
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.
Health care insurance (medical, dental, vision)
Retirement planning (401(k))

Portfolio Manager

Key skills