This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Portfolio Manager is responsible for managing a dynamic secured portfolio of delinquent and defaulted loan accounts. The candidate will work with the customer to resolve matters in a professional manner while protecting the interests of the Company. The candidate will utilize loan workout strategies to include amendments, assumptions, refinancing activities, and repossession. This role requires organized and thorough documentation of all events per account and report status of the portfolio by account to the Manager. - Responsible for accurate servicing and maintenance of loans within the asset backed facility and on the Alliance balance sheet. - Monitor all accounts using reporting provided by loan software system(s). - Contact delinquent accounts to investigate and help resolve the reasons for late payments and maintain current payments in the future. - Perform credit analysis on new and existing guarantors. - Collect and analyze financial statements and utility bills to determine business profitability. - Present analysis and plan of action to Supervisor for guidance and approval. - Work closely with customers to provide loan workouts, amendments, assumptions. - Prepare and process loan documentation necessary to facilitate such transactions adhering to strict policies of the Company. - Work closely with distributors, landlords and legal counsel to assess defaulted equipment loan transactions. - Devise a recommended strategy to pursue for repossession of equipment or store intact. - Actively market and liquidate according to this strategy while obtaining the highest possible recovery for the Company. - Document all correspondence to ensure accurate history of events relating to the collection efforts. Qualifications - A bachelor’s degree in a business related field (finance preferred) with coursework or experience in collections, business law and recovery on assets. - At least five years’ experience in credit and collections work with specific experience in the sale and liquidation of repossessed assets. - Working knowledge of PC-based spreadsheet and database software. - Working knowledge of the Uniform Commercial Code, secured transaction documentation, and collection law. - Ability to maintain the security and confidentiality of the client’s credit information and uphold the integrity of Alliance’s finance company. - Excellent oral and written skills as well as effective interpersonal skills with both internal and external stakeholders. - Ability to independently plan, prioritize and carry out simultaneous projects and meet deadlines. - Ability to manage multiple tasks, organize tasks and complete them in a timely manner. Requirements - Travel: Less than 10%. - Position involves sitting long periods, standing, manual dexterity, stooping, bending and minimal lifting. Benefits - Alliance Team Members Demonstrate DRIVE: - Dedicated: Follows through on commitments. Strong say/do. - Respectful: Acts with integrity and values diverse perspective. - Innovative: Always looking for a better way; leads change. - Versatile: Adapts quickly to changing circumstances. Demonstrates agility. - Engaged: Acts like an owner. Wants to create and grow a business which is tightly aligned with market needs. EEO We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

• Independently oversee small to medium-scale events with a single onsite deployment, managing up to 3 temporary staff to support as many as 500 exhibitors • Prepare onsite documentation, handle posting procedures, manage equipment logistics, and coordinate lead support area setup • Assume responsibility for specific zones during larger events to ensure smooth and efficient operations • Meet or exceed onsite sales goals by leveraging extensive knowledge of Exhibitor Services products and solutions • Actively engage exhibitors through direct, face-to-face sales techniques to secure onsite lead retrieval sales and identify upselling opportunities • Manage client interactions related to show reporting and onsite budget management • Deliver critical customer service support by overseeing the Exhibitor Services technical inbox and independently addressing Level 2 support inquiries

• Collaborate closely with the wealth product team to identify market trends and customer needs, translating these insights into effective product strategies. • Design and execute marketing campaigns for our private banking products, working cross-functionally to ensure maximum impact. • Monitor competitor activities and market dynamics, identifying opportunities for product enhancement and differentiation. • Conduct regular reviews of our product portfolio, recommending improvements to maintain a competitive edge. • Ensure compliance with regulatory requirements and internal policies across all product-related activities. • Provide guidance and support to the product team, fostering a collaborative and innovative work environment. • Stay updated with industry developments and emerging technologies, integrating them into our product offerings. • Manage multiple projects simultaneously, ensuring timely and efficient delivery of results. • Prepare and present regular reports to senior management, highlighting key performance indicators and areas for improvement.

• Manage all activities that are required for preparation of Commercial Proposals and Supply Agreements • Gather detailed data from various resources to assemble justification packages • Assembly of corporate requirements to support the opportunities including: bid justification (CER-LT & Cash Flow), formal supply agreement and justification (CER, PPT, & Cash Flow) • Formal proposal preparation with Legal support • Delivery of formal agreement documentation for Sales delivery • Tracking project performance • Managing opportunities through CRM • Forecasting/tracking Revenue performance • Collaborate with clients, and internal teams to define project scope, objectives, and deliverables to assemble and provide quotes for value added service contracts • Develop comprehensive project plans, including task assignments, schedules, resource allocation, and budget estimates • Identify potential risks and develop mitigation strategies to ensure project success • Gather background info from resources to support justification: Sales, Marketing, Equipment Manager, etc. Provide technical guidance for specifications, branding and terms in conjunction with appropriate internal departments and external groups including vendors, OEM’s and engineering firms • Provide Risk & Benefit Analysis: Assess financial and contractual risks and present to management for direction/decision • Value Proposition Development: Assemble justification package for presentation to management for proposal approval and official proposal package post approval (CER-LT) • Convert proposal package (CER-LT) to Supply Agreement/approval (CER) after customer acceptance including obtaining Calderys Legal approval • Work with Commercial Excellence team to Manage CRM opportunities and develop dashboards of information to track ATS delivery and performance • Forecasting and tracking Revenue performance versus contracts Cash Flow estimates including IFTS sales forecasting, tracking and process flow execution • Assistance with recruiting, hiring and managing VAS CPT Site Coordinators and Supervisor.