Portfolio Manager III - NextGear Capital

AutoTrader.com
Alabama
Workplace: RemoteFull timeUSD 89,400 - 134,000 annuallyFunction: Capital Markets, Trading & QuantExperience: 4+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Interpersonal skills","Negotiation","Analytical problem-solving"]

Manage and grow a portfolio of dealer clients across North Alabama and the Tennessee/Mississippi border by optimizing their use of lines of credit and building strong client relationships. Identify and mitigate pre-default account risk, support collections on defaulted accounts, and educate clients on performance expectations and best practices. Analyze financial information and internal reports using company tools, maintain Salesforce documentation, and coordinate with internal Risk & Recovery teams to minimize loss and maximize recovery.

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FursaFursa
AutoTrader.com
AutoTrader.com
3 days ago

Portfolio Manager III - NextGear Capital

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Manage and grow a portfolio of dealer clients across North Alabama and the Tennessee/Mississippi border by optimizing their use of lines of credit and building strong client relationships. Identify and mitigate pre-default account risk, support collections on defaulted accounts, and educate clients on performance expectations and best practices. Analyze financial information and internal reports using company tools, maintain Salesforce documentation, and coordinate with internal Risk & Recovery teams to minimize loss and maximize recovery.
Location: Alabama
Workplace: Remote
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Optimize each client’s use of their line of credit (ranging from $50,000 to $2,500,000) as a floor plan subject matter expert.
  • •Engage clients to drive revenue and profitability through prudent account management, controlled growth, and risk mitigation.
  • •Collect and analyze client financial information and internal reports/dashboards to monitor performance and financial distress.
  • •Collaborate with Risk and Recovery to mitigate pre-default risk and support post-default collections to minimize loss and maximize recovery.
  • •Maintain detailed Salesforce documentation for client interactions and complete required Salesforce campaigns; onboard new clients.
Travel: Extensive travel

Pay and Benefits

Salary: USD 89,400 - 134,000 annually
Perks:Paid LeavePaid HolidaysWellness StipendHealth InsuranceDentalVision401k

Key Requirements

  • •BA/BS with 4+ years related experience in finance, client-facing roles, B2B, account management and/or collections.
  • •Proficiency reading and analyzing financials (e.g., profit & loss, balance sheet, tax returns, bank statements).
  • •Strong financial acumen and ability to identify risk indicators through data tools.
  • •Strong communication and presentation skills, with the ability to work with clients and internal teams at various levels.
  • •Proficiency with Excel, Word, PowerPoint, Outlook, Teams, and Salesforce; valid driver’s license required.
Experience:4+ yearsB2BCollectionsAutomotiveFloorplan
Education:Bachelor's
Skills:CommunicationPresentationInterpersonal skillsNegotiationAnalytical problem-solving
Licenses:Driver’s license
Tech Stack:SalesforceExcelWordPowerPointOutlookMicrosoft Teams

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

AutoTrader.com
Operates a leading online marketplace for buying and selling new and used vehicles, connecting consumers, dealers, and automotive service providers with vehicle listings, pricing tools, reviews, and financing resources.
Industry: Online Marketplaces
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Headquarters: Atlanta, United States
Founded: 1997
WebsiteLinkedIn