1 день назад
Portfolio Management Associate - Dealer Commercial Services (Fintech)
78 750 - 130 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Portfolio Management Associate - Dealer Commercial Services (Financial Services): Managing dealer relationships, loan documentation, portfolio performance, and credit risk for automotive dealer financing with an accent on commercial lending, financial analysis, and covenant monitoring. Focus on reviewing borrower reporting, identifying portfolio exceptions, resolving documentation issues, and supporting audits and ongoing risk oversight.
Location: Dallas, United States. Applicants must be legally authorized to work in the United States on a full-time basis without employer sponsorship.
Salary: $78,750–$130,000 annual base pay.
Company
is a financial services organization providing banking and capital solutions, including integrated services for automotive dealers.
What you will do
- Manage dealer relationships as the primary day-to-day servicing contact and resolve billing and account issues.
- Maintain loan documentation and financial records in nCino, DocMan, or similar systems.
- Monitor portfolio performance, covenant compliance, delinquencies, maturities, and other risk indicators.
- Collect and review monthly, quarterly, and annual borrower financial reporting and perform financial spreading and credit analysis.
- Review operational and risk reports, including overdrafts, floorplan overlines, UGL, duplicate VINs, and related exceptions.
- Coordinate documentation issues, due diligence, waivers, audits, lien releases, borrower notices, and post-close requirements.
Requirements
- Bachelor’s degree in a related field or equivalent combination of experience, training, military service, or education.
- 5+ years of experience in risk, consumer operations, internal controls, or a related financial services area.
- Experience supporting dealer-facing servicing, portfolio oversight, credit administration, or related activities.
- Skills in financial analysis, credit analysis, risk assessment, financial spreading, and portfolio monitoring.
- Strong analytical, problem-solving, communication, organizational, and project management skills.
- Must be legally authorized to work full-time in the United States without employer sponsorship.
Nice to have
- Master’s degree in a related field or equivalent experience.
- Experience in commercial lending, floorplan financing, or portfolio management.
- Established work history or equivalent professional background.
Culture & Benefits
- Competitive rewards package based on skills, experience, training, licensure, certifications, and location.
- Benefits designed to support employees, families, and long-term well-being.
- Risk management and proactive accountability are expected across all professional levels.
- Inclusive and accessible application process with reasonable accommodations available.
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