Portfolio Manager – NextGear Capital

Cox Enterprises

Portfolio Manager overseeing dealer clients' portfolios in NC, VA, and West VA. Managing relationships, risk mitigation, and enhancing client profitability through credit line optimization.

Posted 7/20/2026full-timeRoanoke • North Carolina, Virginia, West Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $89,400 - $134,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong financial acumen and the ability to analyze financial information, manage client relationships, and mitigate risk in the automotive and finance industries. Proficient in utilizing Salesforce and other financial tools to optimize client portfolios and support collections.

Highest-signal resume keywords

Client Relationship ManagementFinancial AnalysisRisk MitigationSalesforce ProficiencyAutomotive Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisRisk IdentificationPortfolio ManagementCollections ManagementB2B Account Management

Soft Skills

Strong Communication SkillsPresentation Skills

Tools & Technologies

SalesforceExcelWordPowerPointOutlookTeams

Certifications & Qualifications

Valid Driver’s License

Industry Keywords

Automotive IndustryFinance IndustryPre-Default RiskPost-Default CollectionsClient Financial Information

About the role

Key responsibilities & impact

manages and grows a portfolio of dealer clients across the NC, VA, and West VA Market
building and maintaining relationships with clients
optimizing the portfolio through the clients’ use of the line of credit
identifying and mitigating pre-default account risk
supporting post-default collections on defaulted accounts
collect and analyze client financial information
collaborate and strategize with Risk and Recovery department with pre-default risk mitigation
inspect inventory, accuracy of audits and repossession as necessary
complete all Salesforce campaigns as required by the company

Requirements

What you’ll need

BA/BS with 4+ years related experience in finance, client facing, B2B, account management and/ or collections required
combination of a MS degree and 2+ years, or 8 years of experience in lieu of a degree accepted
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
Strong presentation, verbal and written communication skills
Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce
Valid driver’s license is required for this position.

Benefits

Comp & perks

flexibility to take as much vacation with pay as they deem consistent with their duties
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))