Portfolio Manager

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

📋 Description

• Oversee all facets of a designated portfolio of transportation broker and/or commercial trucking carrier clients.

• Ensure that client relationships align with risk, profitability, factoring services, customer service, and financial control benchmarks.

• Collaborate across departments and with Account Executives to deliver competitive factoring services and outstanding customer support.

• Track factored sales, disputes, and reserves.

• Recognize adverse trends and implement measures to reduce risk and exposure.

• Facilitate negotiations in escalated situations between clients and Account Executives.

• Coordinate the resolution of client issues with the appropriate personnel.

• Oversee the Account Executive collection process, which includes coverage, contact, and follow-up.

• Identify opportunities to proactively enhance client limits.

• Analyze scorecards and create precise credit presentations for client credit limit expansions.

• Authorize client credit limits within the scope of granted authority.

• Manage the return or application of unidentified, duplicate, or non-factored payments.

• Handle client contract modifications and cancellations.

• Manage the assignment and transition of Account Executive client accounts.

• Ensure account coverage during the absence of Account Executives.

• Develop and train Account Executives on standardized and efficient practices to achieve division KPIs.

• Lead Account Executive roundtable meetings and maintain regular communication with Account Executives.

• Participate in monthly Asset Quality meetings as necessary.

• Execute other duties as assigned.

⛳️ Requirements

• Bachelor's degree or 5 years of relevant work experience in factoring, financial services, credit, collections, management, or a related field.

• Bilingual skills are advantageous.

• Ability to adapt and remain flexible in changing work environments.

• Reliability and capacity to work autonomously while meeting commitments.

• Proactive attitude, problem-solving capabilities, independent decision-making, and commitment to self-improvement.

• Proficient in managing workload, priorities, deadlines, and time efficiently.

• Strong attention to detail and accuracy.

• Excellent verbal and written communication skills.

• Ability to effectively present numerical data.

• Competence in reading and interpreting written information.

• Collaborative mindset and ability to work efficiently with other departments.

• Proficiency in MS Office, including Word, Excel, and Outlook.

• Knowledge of Factorsoft is an asset.

• Exceptional customer service skills.

• Willingness to travel if necessary.

• Capacity to work under pressure and meet tight deadlines.

• Ability to sit for extended periods and work on a computer.

• Capability to lift, move, or carry up to approximately 15 pounds if required for essential job functions.

🏝️ Benefits

• Fully remote working arrangement.

• Full-time employment opportunity.

• Commitment to a diverse and inclusive workforce.

• Equal employment opportunities.

• Opportunities for attraction, retention, and promotion based on quality talent.