Portfolio Manager, NextGear Capital (Fort Lauderdale, Fla Territory)
Core
Manage and grow a portfolio of client lines of credit ranging from $50k to $2.5M within a specific geographic territory, acting as a floor plan subject matter expert.
Role type
Senior Individual Contributor Portfolio Manager (Finance/Account Management)
Builds
Optimized credit utilization and risk-mitigated client portfolios
Domain
Automotive finance and floorplan lending
Deliverable
Production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial acumen, negotiation, collection, risk mitigation, client relationship management, data analysis, compliance monitoring, Salesforce proficiency, Excel proficiency
Preferred skills
Automotive industry experience, floorplan industry background, Spanish language fluency, financial knowledge
Technologies
Salesforce, Excel, Word, PowerPoint, Outlook, Teams
Responsibilities
Optimize client use of line of credit; achieve performance targets through client engagement; educate clients on performance behaviors and compliance; collect and analyze financial data to monitor dealer performance; support pre-default risk mitigation and post-default collections; document activities in Salesforce; identify and report non-compliance or fraud.
Seniority
Mid-Senior level, hands-on IC