Cox Enterprises

Portfolio Manager

Cox Enterprises

full-time

Posted on:

Location Type: Hybrid

Location: Provo • Utah • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $89,400 - $134,000 per year

About the role

  • The Portfolio Manager manages and grows a portfolio of dealer clients across the Provo, Utah 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 within an assigned portfolio whose lines of credit range from $50,000 to $2,500,000 by acting as floor plan subject matter expert to their portfolio of clients
  • Achieve goals and performance targets as set by the company by regularly engaging with clients in person or virtually by collaborating with internal partners to drive revenue and maximize profitability through prudent account management, controlled growth and risk mitigation
  • Educate clients on desired performance behaviors, self-service options, and best practices and coach them to ensure compliance with company policies and expectations
  • Collect and analyze client financial information and various internal reports and dashboards to assess and monitor dealer performance and address with the dealer as appropriate to drive growth and manage risk
  • Collaborate and strategize with Risk and Recovery department with pre-default risk mitigation and post default collection efforts on defaulted accounts within a specified timeframe
  • Minimize loss and maximize recovery
  • Detailed documentation in Salesforce all prudent conversations, activities and client interactions as required by the company KPI’s
  • Responsible for onboarding new clients to ensure a positive and successful client experience

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 time management skills with ability to manage deadlines
  • Strong negotiation and collection 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
  • 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
  • Employees are also eligible for 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))

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial analysisrisk mitigationaccount managementcollectionsB2Bclient onboardingperformance monitoringfinancial toolsdata analysisnegotiation
Soft skills
communicationtime managementcollaborationcoachingindependenceproactive planningcustomer serviceproblem-solvingorganizational skillssafety awareness
Certifications
BA/BSMS degree