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Cox Enterprises logo
Cox Enterprises

Cox Enterprises, a top media, communications, and automotive repair company, operates via three major divisions: Cox Media Group, Cox Communications, and Cox Au

Portfolio Manager

Location

Arizona

Posted

114 days ago

Salary

$89.4K - $134K / year

Seniority

Senior

Bachelor Degree4 yrs expExperience acceptedEnglish

Job Description

Portfolio Manager

Cox Enterprises

• The Portfolio Manager manages and grows a portfolio of dealer clients across the Phoenix East territory with lines of credit ranging from $50,000 to $2.5M within an assigned geographic territory. • Optimize each client’s use of the line of credit by acting as floor plan subject matter expert. • Achieve goals and performance targets set by the company by regularly engaging with clients. • Educate clients on desired performance behaviors and compliance with company policies. • Collect and analyze client financial information to assess and monitor dealer performance. • Collaborate with Risk and Recovery department with pre-default risk mitigation efforts. • Minimize loss and maximize recovery on defaulted accounts. • Serve as a fiduciary for the company by reporting any material non-compliance. • Detailed documentation in Salesforce all prudent conversations and activities. • Complete all Salesforce campaigns as required by the company. • Responsible for onboarding new clients to ensure a positive client experience.

Job Requirements

  • BA/BS with 4+ yeas related experience in finance, client facing, customer service, B2B, account management and/ or collections required
  • Candidate can also have a combination of a MS degree and 2+ years, or 8 years of experience in lieu of a degree.
  • Knowledge of the automotive industry (various sectors).
  • Knowledge of the finance industry (various sectors).
  • Proficiency of 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.
  • Strong presentation, verbal and written communication skills.
  • Strong interpersonal skills with ability to interact with clients, collaborate with internal team members. and external partners at various levels within the organization.
  • Strong time management skills with ability to manage deadlines.
  • Strong negotiation and collection skills.
  • Strong analytical and problem-solving skills.
  • Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce.

Benefits

  • flexibility to take as much vacation with pay as they deem consistent with their duties
  • seven paid holidays throughout the calendar year
  • up to 160 hours of paid wellness annually for their own wellness or that of family members
  • additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.

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