Portfolio Manager @ Get It Recruit - Hospitality | Jobright.ai
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Portfolio Manager jobs in Tyler, TX
Be an early applicantLess than 25 applicantsPosted by Agency
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Get It Recruit - Hospitality ยท 2 days ago

Portfolio Manager

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Human Resources Services

Insider Connection @Get It Recruit - Hospitality

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Act as a subject matter expert in floor planning for the portfolio of clients.
Meet performance targets by engaging with clients regularly.
Educate clients on best practices, compliance, and self-service options.
Analyze financial data to assess dealer performance and manage risk.
Collaborate with internal teams to mitigate risks and manage collections.
Conduct physical inspections of inventory and ensure audit accuracy.
Serve as a fiduciary by identifying and reporting non-compliance or fraud.
Maintain detailed documentation of client interactions in Salesforce.
Onboard new clients to ensure a smooth transition.

Qualification

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Automotive Industry KnowledgeFinance Industry KnowledgeFinancial Statement AnalysisMicrosoft Office SuiteSalesforceCommunicationAnalyticalProblem-SolvingBilingual in Spanish

Required

Strong knowledge of the automotive and finance industries, preferably in automotive floor planning.
Ability to analyze financial statements and identify risk indicators.
Excellent communication skills, both verbal and written.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook), Teams, and Salesforce.
Bachelor's degree in a related discipline and 4 years of relevant experience (finance, client-facing roles, B2B account management, or collections).
Background in automotive and/or floor plan industries is advantageous.
Ability to travel to client sites at least 60% of the time, including occasional overnight stays.
Valid driver's license required.

Preferred

Spanish fluency is highly preferred.

Benefits

Competitive benefits
Supportive work environment

Company

Get It Recruit - Hospitality

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Get.It Recruit | Hospitality - Helping companies of all sizes accelerate their hiring.

Funding

Current Stage
Early Stage
Company data provided by crunchbase
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