Portfolio Manager III

Job not on LinkedIn

🔥 0 minutes ago

🏄 California – Remote

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💵 $107.2k - $160.8k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

🦅 H1B Visa Sponsor

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👻 Ghost score 0%

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Logo of Cox Enterprises

Cox Enterprises

10,000+ employees

Founded 1898

🚘 Automotive

📡 Telecommunications

🚗 Transport

💰 Seed Round on 2014-12

Automotive • Telecommunications • Transport

Cox Enterprises is a leading communications, media, and automotive services company with a mission to solve pressing challenges while building a more connected, mobile, and sustainable world. With over 125 years in business, Cox has invested over $1 billion in sustainable businesses and technology, generating $23 billion in revenue. The company comprises divisions like Cox Communications and Cox Automotive, which provide various B2B technology solutions and automotive services. Cox values innovation, inclusion, and the power of connection, aiming to foster a work environment where diverse voices are heard and respected. The company's commitment to sustainability and social impact is recognized by awards and certifications, such as being named a zero-waste business by Zero Waste USA.

📋 Description

• Manage and grow a portfolio of dealer clients across the Los Angeles West territory with lines of credit ranging from $50,000 to $2.5M • Build and maintain client relationships • Optimize clients’ use of lines of credit as a floor plan subject matter expert • Engage clients in person or virtually to achieve company goals and performance targets • Educate and coach clients on performance behaviors, self-service options, best practices, policies and expectations • Collect and analyze client financial information, reports and dashboards to monitor dealer performance • Identify growth opportunities and clients experiencing financial distress using historical data and company tools • Collaborate with Risk and Recovery on pre-default risk mitigation and post-default collection efforts • Conduct physical inventory inspections and ensure audit, repossession and inventory accuracy • Identify and report client or internal non-compliance, fraud and other circumstances requiring company protection • Document conversations, activities and client interactions in Salesforce and complete required campaigns • Onboard new clients for a positive client experience • Cultivate Cox Automotive cross-functional business relationships and opportunities • Participate in other projects and initiatives as required

🎯 Requirements

• BA/BS with 4+ years related experience in finance, client facing, customer service, B2B, account management and/or collections • A combination of a Master's degree and 2+ years, or 8 years of experience in lieu of a degree • Automotive and/or floorplan industry background preferred • Financial knowledge and acumen • Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce • Knowledge of the automotive industry • Knowledge of the finance industry • Proficiency reading and analyzing financials, such as profit & loss, balance sheet, tax returns and bank statements preferred • Strong financial acumen with working knowledge of key financial tools and terminology • Ability to identify risk indicators through data tools • Ability to communicate a proactive performance plan on continuous basis individually and client level • Strong presentation, verbal and written communication skills • Strong interpersonal skills with ability to interact with clients and collaborate with internal team members and external partners • Strong time management skills with ability to manage deadlines • Strong negotiation and collection skills • Strong analytical and problem-solving skills • Ability to work independently and in a remote environment • Ability to maintain a high level of safety awareness and take necessary safety precautions • Ability to visit clients at least 60% of the time, with occasional overnight travel • Valid driver’s license required • Must clear a pre-employment drug test • Must be currently authorized to work in the United States for any employer without current or future sponsorship • No OPT, CPT, STEM/OPT or visa sponsorship now or in future

🏖️ Benefits

• Flexible vacation with pay • Seven paid holidays throughout the calendar year • Up to 160 hours of paid wellness annually for employee or family members • Bereavement leave • Time off to vote • Jury duty leave • Volunteer time off • Military leave • Parental leave • Health care insurance (medical, dental, vision) • Retirement planning (401(k)) • Paid days off, including sick leave and PTO • Flexible vacation/wellness days

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