Manager

• Manage and grow a portfolio of dealer clients across the San Francisco, CA territory with lines of credit ranging from $50,000 to $2.5M within an assigned geographic territory
• Build and maintain relationships with clients, optimizing the portfolio through the clients’ use of the line of credit
• Identify and mitigate pre-default account risk, and support post-default collections on defaulted accounts
• Act as floor plan subject matter expert to their portfolio of clients
• Achieve goals and performance targets by regularly engaging with clients in person or virtually and 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
• Utilize company provided historical data and tools to identify targets for opportunity of growth and determine clients that are having financial distress
• 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
• Physical inspection of inventory, and accuracy of audits and repossession as necessary
• Inspect what is expected to ensure quality control, inventory, audit self-reconciliation, addition of inventory and buying behaviors
• Identify and report to the company any material client or internal non-compliance with company policies, attempted or actual fraud upon the company or any other circumstance that may require identification and reporting to protect the company
• Operate with the highest level of integrity and always strive to achieve the best outcome for both the clients and our company
• Detailed documentation in Salesforce all prudent conversations, activities and client interactions as required by the company KPI’s and complete all Salesforce campaigns as required by the company
• Responsible for onboarding of 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
• Perform all other duties as assigned

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