Portfolio Manager III - NextGear Capital
Core
Manage and grow a portfolio of dealer clients across an assigned geographic territory, optimizing credit line usage and mitigating risk.
Role type
Senior Individual Contributor Portfolio Manager
Builds
Dealer client relationships and optimized credit portfolios
Domain
Automotive finance and floorplan lending
Deliverable
client delivery
Required skills
financial analysis, risk mitigation, collections, client relationship management, inventory auditing, negotiation, data analysis, Salesforce proficiency
Preferred skills
automotive/floorplan industry background, financial acumen, knowledge of automotive and finance sectors
Technologies
Salesforce, Excel, Word, PowerPoint, Outlook, Teams
Responsibilities
Optimize client use of credit lines, analyze financial data to monitor performance, conduct physical inventory inspections, collaborate on pre-default risk mitigation and post-default collections, onboard new clients, document interactions in Salesforce.
Seniority
Senior, hands-on IC