Sr. Portfolio Specialist

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

Job summary

Wheels, Inc in Alpharetta, GA is seeking a Senior Portfolio Specialist to support the Manager - Portfolio Management in Truck Remarketing activities. You will handle billing changes, lease extensions, terminations, and revenue recognition, working cross-functionally with the Finance team.

The role requires strong Excel skills, attention to detail, and the ability to manage multiple tasks in a fast-paced environment. Onsite first weeks with ongoing in-office schedule apply.

Qualifications

• Bachelor's degree preferred; 5+ years in a business environment.
• Strong Excel and MS Office skills.
• Excellent verbal and written communication; highly detail oriented.
• Finance or truck remarketing knowledge is a plus.

Responsibilities

• Create asset close out transactions for all terminated assets.
• Audit aging ad hoc invoice log and follow up on past due invoices.
• Prepare debit/credit memos as needed.
• Process payments from AR to investors and vendors for payoff schedules.
• Run monthly reports on credit memos, suspended units, and close-out assets.
• Assist account managers with sales, buyouts and early terminations as needed.
• Respond to emails and calls needing immediate attention.
• Research outstanding credits, ad hoc invoices, lease extensions and stop/resume billing forms.

Skills

Attention to detail

Problem solving

Multi-tasking

Verbal communication

Written communication

Education

Bachelor's degree preferred

Tools

Excel

MS 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 FUNCTIONSCreates asset close out transactions for all terminated assetsAudits aging ad hoc invoice log and completes follow up to customers for past due unpaid invoicesMay create debit/credit memos as neededReceives all payment notices from the AR department and process; accordingly and will be primary contact for questionsVerify with Account Manager the termination dates for all assets sold on the auction siteProcess payments for the Truck Remarketing department to investors and other third-party vendors as needed for payoff schedules, repairs and inspection feesRun 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 mannerOther DutiesAssist Remarketing Account Managers with sales, buyouts and early terminations when neededProvide back-up support to account managers when out of officeRespond to emails and phone calls that need immediate attentionResearch outstanding credits, ad hoc invoices, lease extensions and stop/resume billing forms as requested by managerLEADERSHIP RESPONSIBILITIESThis position’s leadership responsibilities involve demonstrating ethics and integrity, developing adaptability, displaying drive and purpose and exhibiting leadership stature.COMPETENCIES - SKILLSThorough, accurate and works effectively with different systemsAssumes responsibility and accountabilitySolves problems by demonstrating resourcefulness and creativityAbility to juggle competing prioritiesEDUCATION AND EXPERIENCEBachelor's degree preferredMinimum 5 years in a business environment, ideally financial servicesMust possess above average computer and math skillsEfficient in Microsoft Office Suite, specifically ExcelStrong communication (verbal, written) and organizational skills requiredMust be extremely detail oriented and thorough in completing tasksJOB SPECIFICATIONS and WORK ENVIRONMENTWork Environment: This position is in Alpharetta, GA or Schaumburg, Ill and operates in a professional office environmentPosition 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 roleDISCLAIMERPlease 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 BenefitsWheels 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. Please click here for an overview of the benefits available to you and your family.Pay Range:$60,500-$84,700The 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 StatementWheels 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.Wheels applies AI-based analysis to application materials to help assess fitness for hire for the specific job being applied for and to recommend job postings that align with the candidate’s skills, by comparing the candidate’s skills to the characteristics and qualifications listed in job postings and/or criteria established by Wheels’ hiring team.