Portfolio Manager – NextGear Capital

Job Description: • Manage and grow a portfolio of dealer clients across the assigned Chicago Metro South 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 for pre-default risk mitigation • Conduct physical inspection of inventory, accuracy of audits and repossession as necessary • Document all prudent conversations, activities and client interactions in Salesforce • Responsible for onboarding new clients to ensure a positive and successful client experience • Cultivate Cox Automotive cross functional business unit relationships and opportunities • Participate and support 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 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 • 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, 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 • Ability to work independently and in a remote environment • Ability to maintain a high level of safety awareness and take necessary safety precautions • Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce. Benefits: • 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)Apply Now

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