Sr. Portfolio Specialist

Wheels, LLC; Alpharetta (GA); On-site; USD 61,000 - 85,000; Full time

Job summary

Wheels, LLC in Alpharetta, GA is seeking a Senior Portfolio Specialist to support the Manager - Portfolio Management in the Truck Remarketing department. The role covers billing changes, lease extensions, terminations, revenue recognition, and researching outstanding items for Finance.

The ideal candidate will have a Bachelor's degree, at least five years in a business environment (ideally financial services), strong Excel and Microsoft Office skills, and excellent written and verbal

Qualifications

• Bachelor's degree preferred.
• At least five (5) years in a business environment, ideally financial services.
• Must possess above average computer and math skills. Efficient in Microsoft Office Suite, specifically Excel.
• Strong communication (verbal, written) and organizational skills required. Must be extremely detail oriented and thorough in completing tasks.

Responsibilities

• Creates asset close out transactions for all terminated assets.
• Audits aging ad hoc invoice log and follows up with customers for past due invoices.
• May create debit/credit memos as needed.
• Receives all payment notices from the AR department and will be primary contact for questions.
• Verify termination dates for all assets sold on the auction site.
• Process payments for the Truck Remarketing department to investors and other third-party vendors as needed for payoff schedules, repairs and inspection fees.
• Run monthly reports for credits not submitted, suspended units, ad hoc invoices submitted not paid.
• Assist Remarketing Account Managers with sales, buyouts and early terminations when needed.
• Provide back-up support to account managers when out of office.
• Research outstanding credits, ad hoc invoices, lease extensions and stop/resume billing forms as requested by manager.

Skills

Attention to detail

Accountability

Problem solving

Prioritization

Education

Bachelor's degree preferred

Tools

Excel

Microsoft Office

Job description

Job Description:

The Senior Portfolio Specialist will be responsible for assisting the Manager - Portfolio Management - in managing all portfolio activities for the Truck Remarketing department, including but not limited to billing changes, lease extensions, terminations, revenue recognition. Assists in researching outstanding items for the Finance department related to Truck Remarketing transactions.

Key Responsibilities - Essential Functions

• Creates asset close out transactions for all terminated assets
• Audits aging ad hoc invoice log and completes follow up to customers for past due unpaid invoices
• May create debit/credit memos as needed
• Receives all payment notices from the AR department and process; accordingly and will be primary contact for questions
• Verify with Account Manager the termination dates for all assets sold on the auction site
• Process payments for the Truck Remarketing department to investors and other third-party vendors as needed for payoff schedules, repairs and inspection fees
• Run monthly reports for credit memos not submitted, suspended units, ad hoc invoices submitted not paid and assets to close out to ensure assets are processed in a timely manner
• Other Duties
  • Assist Remarketing Account Managers with sales, buyouts and early terminations when needed
  • Provide back-up support to account managers when out of office. Respond to emails and phone calls that need immediate attention.
  • Research outstanding credits, ad hoc invoices, lease extensions and stop/resume billing forms as requested by manager

Leadership Responsibilities

• This position’s leadership responsibilities involve demonstrating ethics and integrity, developing adaptability, displaying drive and purpose and exhibiting leadership stature.

Competencies - Skills

• Thorough, accurate and works effectively with different systems
• Assumes responsibility and accountability
• Solves problems by demonstrating resourcefulness and creativity
• Ability to juggle competing priorities

Education And Experience

• Bachelor's degree preferred
• At least five (5) years in a business environment, ideally financial services.
• Must possess above average computer and math skills. Efficient in Microsoft Office Suite, specifically Excel
• Strong communication (verbal, written) and organizational skills required. Must be extremely detail oriented and thorough in completing tasks

JOB SPECIFICATIONS and WORK ENVIRONMENT

• Work Environment: This position is in Alpharetta, GA and operates in a professional office environment.
• Position Type/Standard Schedule: This is a full-time position, Monday through Friday; In-office 3 days
• Travel: No travel is expected for this role.

DISCLAIMER

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Our Benefits

Wheels recognizes benefits are a significant part of your employee experience, and we've created a robust benefits package that is market-leading, competitive offerings so you and your family can receive outstanding care.

Pay Range

$60,500-$84,700

The base salary range for this position is listed above. This position is eligible to participate in the annual incentive plan which is based on company performance and individual performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience, education, certifications, skill level and expertise, and may vary from the amounts listed here.

EEO Statement

Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening.

Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.