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 requiredRequirements:• 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 tot his job