Portfolio Manager NextGear Capital (West Palm Beach South Market)

• Optimize each client's use of the line of credit within an assigned portfolio whose lines of credit range from $50k to $2.5M 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 add monitor dealer performance and address with the dealer as appropriate to drive growth and manage risk.
• Support the Risk and Recovery department with pre-default risk mitigation and post default collection efforts on defaulted accounts.
• Serve as a fiduciary for the company including identifying and reporting to the company any material client or internal non-compliance with company policies attempted or actual fraud upon the company or any other circumstance that may require identification and reporting to protect the company.
• Support the Risk and Recovery department with pre-default risk mitigation and post default collection efforts on defaulted accounts.
• Document in Salesforce all activities and client interactions as required by the company.
• Cox Automotive cross business unit relationships and opportunities.

• Automotive industry (various sectors).
• Finance industry (various sectors).
• Strong financial acumen with working knowledge of key financial tools and terminology.
• 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.
• Ability to work independently and in a remote environment.
• Ability to maintain a high level of safety awareness and take necessary safety precautions.
• Proficient in Excel Word PowerPoint Outlook Teams and Salesforce.

• Bachelor's degree in a related discipline and 4 years' experience in a related field (finance client facing. B2B account management and/or collections).
• The right candidate could also have a different combination such as a master's degree and 2 years' experience; a Ph.D. and up to 1 year of experience; or 8 years' experience in a related field in lieu of a degree.
• Automotive and/or floorplan industry back-ground preferred.
• Financial knowledge and acumen preferred.

• Travel: Greater than 25% with some overnight travel required.
• Ability to travel fly drive.
• Ability to sit and stand for extended periods of time.
• Valid driver's license is required for this position.

What We Do

For well over a century Cox Enterprises has been shaping the future with daring ideas and values-driven thinking. Since our founding in 1898 our relentless spirit of innovation has driven us to disrupt industries and enhance the quality of life in the communities we serve. Through our major divisions — Cox Communications Cox Automotive and Cox Farms — our people have countless opportunities to grow and make an impact in the communications and automotive industries as well as in new ventures in agriculture cleantech digital media and more. As a privately-held family-owned business we know that people are our most valuable asset. We offer a supportive and inclusive environment with flexible career growth amazing benefits and work-life balance at the forefront. Our mission our ways of working and our commitment to people are what make our workplace culture remarkably flexible and resilient. Join us to build a better future and make your mark.

Why Work With Us

At our core Cox is a technology company that values human relationships. We know people feel most empowered when their work has meaning when they feel respected and have opportunities to grow. “Career satisfaction” is not enough at Cox — we’re here to help you find balance live well and achieve your career goals even as they change over time.

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