Sr. Portfolio Specialist

Wheels, LLC; Alpharetta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

Wheels, LLC in Alpharetta, GA seeks a Senior Portfolio Specialist to support Portfolio Management for Truck Remarketing. The role focuses on billing changes, lease extensions, terminations and revenue recognition, with the Manager overseeing overall portfolio activities.

The incumbent will assist in researching outstanding items for the Finance department, process payments to investors and vendors, and generate monthly reports to ensure timely closeouts.

Qualifications

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

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.
• Receives all payment notices from AR and processes; primary contact for questions.
• Verify termination dates for assets sold on the auction site with the Account Manager.
• Process payments for Truck Remarketing to investors and vendors for payoff schedules, repairs and inspection fees.
• Run monthly reports for credits not submitted, suspended units, ad hoc invoices submitted not paid and assets to close out.
• 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.

Skills

Excel

Communication

Organizational Skills

Attention to Detail

Math/Computing

Education

Bachelor's degree

Tools

Microsoft Office Suite

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
• 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.
• 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. First 2-weeks of hire are onsite everyday Mon-Friday; After that, in-office 3 days (Tues-Thurs)
• 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. #LI-KZ1