Portfolio Manager

The Portfolio Manager is responsible for managing and growing our $50k to $2.5M within the assigned geographic territory. The primary responsibilities include building and maintaining relationships with clients, optimizing the portfolio through the clients’ use of the line of credit, identifying and mitigating pre-default account risk and supporting post default collections on defaulted accounts. Optimize each client’s use of the line of credit within an assigned portfolio whose lines of credit range from $50k to $2.5M by acting as a floor plan subject matter expert to their portfolio of clients. Achieve goals and performance targets as set by the company by regularly engaging with clients in person or virtually by collaborating with internal partners to drive revenue and maximize profitability through prudent account management, controlled growth and risk mitigation. Educate clients on desired performance behaviors, self-service options, and best practices and coach them to ensure compliance with company policies and expectations. Collect and analyze client financial information and various internal reports and dashboards to assess add monitor dealer performance and address with the dealer as appropriate to drive growth and manage risk.