Portfolio Manager

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Oversee and expand a portfolio of dealership clients within the Denver, Colorado area.

• Establish and nurture relationships with clients.

• Enhance the portfolio by optimizing clients' utilization of their line of credit.

• Recognize and address potential pre-default account risks.

• Assist in post-default collections for accounts that have defaulted.

• Work alongside internal partners to boost revenue and maximize profitability.

• Gather and evaluate client financial data to assess and monitor dealer performance.

• Act as a fiduciary for the company, reporting any non-compliance with company policies.

⛳️ Requirements

• A bachelor's degree (BA/BS) with a minimum of 4 years of relevant experience in finance, client relations, customer service, B2B, account management, and/or collections is required.

• Background in the automotive and/or floorplan industry is preferred.

• Preferred financial knowledge and acumen.

• Proficiency in Excel, Word, PowerPoint, Outlook, Teams, and Salesforce.

• Strong financial understanding with a working knowledge of essential financial tools and terminology.

• Excellent analytical and problem-solving abilities.

• Capability to maintain a high level of safety awareness and implement necessary safety measures.

🏝️ Benefits

• Health insurance including medical, dental, and vision coverage.

• 401(k) matching program.

• Paid time off encompassing sick leave, parental leave, flexible vacation/wellness days, and/or PTO.

• Flexibility in paid vacation time.

• Paid time off for bereavement, voting, jury duty, volunteer work, military leave, and parental leave.

• Up to 160 hours of paid wellness time annually.