Sr. Portfolio Specialist

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

Minimum 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 tasksJOB SPECIFICATIONS and WORK ENVIRONMENT Work Environment:
This position is in Alpharetta, GA or Schaumburg, Ill 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 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 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. Please  for an overview of the benefits available to you and your family.

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.

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