Portfolio Manager III - NextGear Capital
Core
Manage and grow a portfolio of dealer clients with lines of credit ranging from $50,000 to $2,500,000 in the Houston, TX territory.
Role type
Senior Individual Contributor Portfolio Manager
Builds
Dealer client relationships and optimized credit utilization
Domain
Automotive finance and floorplan lending
Required skills
Financial acumen, risk mitigation, client relationship management, collections, inventory audit, negotiation, data analysis, Salesforce proficiency
Preferred skills
Automotive industry knowledge, floorplan experience, financial statement analysis
Technologies
Salesforce, Excel, Word, PowerPoint, Outlook, Teams
Responsibilities
Optimize client line of credit usage, mitigate pre-default risk, conduct post-default collections, perform physical inventory inspections and audits, onboard new clients, collaborate with Risk and Recovery teams, document activities in Salesforce.
Seniority
Senior, hands-on IC