Remote Portfolio Manager III: Growth & Risk

Cox Automotive Inc.; Houston (TX); On-site; USD 89,000 - 134,000; Full time

Benefits offered by this job

Vacation with pay

Paid holidays

Wellness program

Job summary

NextGear Capital, a Cox Automotive company, is hiring a Portfolio Manager to cover the Houston, TX (Metro West) territory. You will manage a dealer client portfolio with credit lines from $50,000 to $2.5M, focusing on growing relationships, optimizing credit usage, and mitigating pre-default risk.

The role requires strong financial acumen, experience in automotive/floorplan industries, and the ability to work with Risk and Recovery teams while maintaining high integrity and client service

Qualifications

• Bachelor's degree in a related discipline and 4+ years' experience in a related field (finance, client facing, B2B, account management and/or collections).
• Automotive and/or floorplan industry background preferred.
• Financial knowledge and acumen preferred.

Responsibilities

• Optimize each client's use of the line of credit within an assigned portfolio whose lines of credit range from $50,000 to $2,500,000 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 and 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 and monitor dealer performance and address with the dealer as appropriate to drive growth and manage risk.
• Utilize company provided historical data and tools to identify targets for opportunity of growth and determine clients that are having financial distress.

Skills

Automotive industry knowledge

Finance industry knowledge

Financial statement analysis

Risk identification

Client relationship management

Communication skills

Presentation skills

Independent work in remote environment

Sales/Revenue mindset

Safety awareness

Education

Bachelor's degree in a related discipline

4+ years of related experience (finance, client facing, B2B, account management and/or collections)

Automotive/floorplan industry background preferred

Tools

Excel

Word

PowerPoint

Outlook

Teams

Salesforce

Job description

NextGear Capital, a Cox Automotive company, is hiring a Portfolio Manager to cover the Houston, TX (Metro West) territory. You will manage a dealer client portfolio with credit lines from $50,000 to $2.5M, focusing on growing relationships, optimizing credit usage, and mitigating pre-default risk.

The role requires strong financial acumen, experience in automotive/floorplan industries, and the ability to work with Risk and Recovery teams while maintaining high integrity and client service