Portfolio Manager managing and growing a portfolio of automotive dealer clients. Role includes driving revenue and mitigating risk within assigned territory for Cox Automotive.
Responsibilities
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
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
Serve as a fiduciary for the company including identifying and reporting 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
Complete all Salesforce campaigns as required by the company
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+ yeas 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
Automotive and/or floorplan industry background preferred
Financial knowledge and acumen preferred
Ability to visit clients at least 60% of the time with occasionally required overnight travel
Valid driver’s license is required for this position.
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
Assistant Manager responsible for statutory financial reporting across AIG's insurance entities. Collaborating with teams to ensure accuracy and compliance in financial documentation and analysis.
Senior Manager overseeing Clinical Drug Supply and Logistics programs in the biotechnology sector at Regeneron, ensuring compliance and efficiency in clinical trials.
Stellvertretender Leiter Messraum managing quality processes and employee training in automotive industry. Focused on precision and continuous improvement within fast - paced teams.
Business Manager overseeing staffing strategies and cost management at Bupa. Focusing on data analysis and collaboration with senior leaders to drive business performance.
Maintenance Manager at Bupa to oversee the maintenance and functionality of care homes. Managing teams, compliance, and ensuring a safe environment for residents across the South Region.
Leader in credit risk model development within U.S. Bank's Model Development & Decision Science team. Overseeing compliance with regulatory requirements and effective risk management practices.
Leiter Service & Wartung für Kleinanlagenbau in Deutschland mit Budget - und Ergebnisverantwortung. Führen und Entwickeln des Bereichs in enger Zusammenarbeit mit Facility Management.
Third - Party Warehousing Manager overseeing logistics operations and driving network optimization in South East Netherlands. Leading cross - functional relationships within a global supply chain team.
Senior Planning Manager at Vantage Data Centers overseeing project schedules and governance in Germany. Collaborating with cross - functional teams to ensure compliance and effective project delivery.