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
Optimize each client’s use of the line of credit within an assigned portfolio
Achieve goals and performance targets as set by the company by regularly engaging with clients in person or virtually
Educate clients on desired performance behaviors, self-service options, and best practices and coach them to ensure compliance with company policies
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
Operate with the highest level of integrity and always strive to achieve the best outcome for both the clients and our company
Complete all Salesforce campaigns as required by the company
Responsible for onboarding of new clients to ensure a positive and successful client experience.

BA/BS with 4+ years related experience in finance, client facing, 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
Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce.
Must be fluent in English.

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))
paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO)

Portfolio Manager, Salt Lake City Metro Market

Key skills