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 within 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 analysis, risk mitigation, client relationship management, negotiation, collections, inventory auditing, Salesforce proficiency, Excel proficiency
Preferred skills
Automotive industry knowledge, floorplan industry experience, financial acumen
Responsibilities
Optimize client use of line of credit, identify and mitigate pre-default risk, support post-default collections, conduct physical inventory inspections, analyze client financials, collaborate with Risk and Recovery teams, document activities in Salesforce
Seniority
Senior, hands-on IC