Portfolio Manager

1 week ago Be among the first 25 applicants

Provided pay range: $70,000.00/yr – $97,000.00/yr. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Flower Mound, TX or Norwalk, CT or Itasca, IL or offices in Canada

The Portfolio Manager is responsible for managing a portfolio of commercial floorplan dealers and vendor partners across truck, trailer, construction, and specialty vehicle segments supporting the Inventory Finance portfolio of dealers located in the US and Canada. The Portfolio Manager will consistently deliver exceptional service levels while ensuring robust portfolio and risk control. The role focuses on risk mitigation and collections, acting as a front‑facing representative of the company.

The incumbent must understand, abide, and uphold the system of internal controls related to the essential duties and responsibilities of the position.

• Provide exceptional customer service to dealer and manufacturer partners.
• Interact with dealers & manufacturers via phone and email to handle all aspects of account management and customer service.
• Act as the primary contact for the ongoing inventory inspection process performed by an audit provider, reconciling results and ensuring the Wholesale system accurately reflects collateral status.
• Lead collection activity and portfolio management with consistent operational cadence, initiating contact with delinquent dealers to resolve issues and secure payments.
• Document all dealer related activities, conversations, and correspondence in the Wholesale system in a timely manner.
• Obtain and forward necessary documents for requests to modify curtailments and maturities to the Credit team.
• Collaborate closely with the Funding & Operations Manager to meet or exceed monthly portfolio KPI’s and mitigate risk while identifying potential problem accounts.
• Coordinate with the Funding & Operations Manager on escalated and sensitive collection activities including demand and default notices, repossessions, and commencement of legal action if necessary.
• Participate in company training as required and assist with training new members of the Inventory Finance team.
• Serve as lead contact on key vendor/portfolio program relationships.
• Prepare designated reports on managed program and portfolio relationships.
• Contribute to the creation of policy and procedures for the IF teams in the US and Canada.
• Streamline and maximize process efficiencies, automating routine processes wherever possible.
• Assist or back‑up Manager on Portfolio Management duties as needed.
• Perform other job duties as required.

• Positive attitude and desire to work within a team environment.
• Highly organized, detail‑oriented self‑starter, able to work productively with minimal supervision.
• Excellent interpersonal and communication skills, both verbal and written.
• Strong analytical and problem‑solving skills.
• Flexible and willing to modify approach for evolving business needs.
• Must understand the unique risks associated with Wholesale Inventory Finance.
• Customer‑centric mindset focused on ease of doing business and swift execution.
• Commitment to company values and policies.
• PC/Windows literate; knowledge of Microsoft Office (Word, Excel, PowerPoint, etc.) and Internet; able to learn customized software used by Inventory Finance team.

• Bachelor’s degree or equivalent experience required.
• Minimum 3–5 years in Inventory Finance Dealer Commercial Floorplan Collection or Portfolio Management experience.
• Experience reconciling audit / floor checks and completing rental verifications with dealers and rental houses.
• Experience working with dealers in construction, agriculture, material handling, and other industries a plus.
• Knowledge of various floorplan operating systems, valuation guides, reporting tools, and credit/financial statement analysis a plus.
• Must have excellent customer service skills, self‑motivational skills, self‑confidence and a positive attitude.

May be required for…