Portfolio Manager III
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Job Description
Portfolio Manager growing dealer credit portfolios for NextGear Capital, Cox Automotive’s automotive financing business. Managing client relationships, financial risk, inventory audits, and collections across Los Angeles West.
Responsibilities:
- Manage and grow a portfolio of dealer clients across the Los Angeles West territory with lines of credit ranging from $50,000 to $2.5M
- Build and maintain client relationships
- Optimize clients’ use of lines of credit as a floor plan subject matter expert
- Engage clients in person or virtually to achieve company goals and performance targets
- Educate and coach clients on performance behaviors, self-service options, best practices, policies and expectations
- Collect and analyze client financial information, reports and dashboards to monitor dealer performance
- Identify growth opportunities and clients experiencing financial distress using historical data and company tools
- Collaborate with Risk and Recovery on pre-default risk mitigation and post-default collection efforts
- Conduct physical inventory inspections and ensure audit, repossession and inventory accuracy
- Identify and report client or internal non-compliance, fraud and other circumstances requiring company protection
- Document conversations, activities and client interactions in Salesforce and complete required campaigns
- Onboard new clients for a positive client experience
- Cultivate Cox Automotive cross-functional business relationships and opportunities
- Participate in other projects and initiatives as required
Requirements:
- BA/BS with 4+ years related experience in finance, client facing, customer service, B2B, account management and/or collections
- A combination of a Master's degree and 2+ years, or 8 years of experience in lieu of a degree
- Automotive and/or floorplan industry background preferred
- Financial knowledge and acumen
- Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce
- Knowledge of the automotive industry
- Knowledge of the finance industry
- Proficiency 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
- Ability to communicate a proactive performance plan on continuous basis individually and client level
- Strong presentation, verbal and written communication skills
- Strong interpersonal skills with ability to interact with clients and collaborate with internal team members and external partners
- Strong time management skills with ability to manage deadlines
- Strong negotiation and collection skills
- Strong analytical and problem-solving skills
- Ability to work independently and in a remote environment
- Ability to maintain a high level of safety awareness and take necessary safety precautions
- Ability to visit clients at least 60% of the time, with occasional overnight travel
- Valid driver’s license required
- Must clear a pre-employment drug test
- Must be currently authorized to work in the United States for any employer without current or future sponsorship
- No OPT, CPT, STEM/OPT or visa sponsorship now or in future
Benefits:
- Flexible vacation with pay
- Seven paid holidays throughout the calendar year
- Up to 160 hours of paid wellness annually for employee or family members
- Bereavement leave
- Time off to vote
- Jury duty leave
- Volunteer time off
- Military leave
- Parental leave
- Health care insurance (medical, dental, vision)
- Retirement planning (401(k))
- Paid days off, including sick leave and PTO
- Flexible vacation/wellness days
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