Funds Manager

Funds Manager

This is an exciting opportunity to join our team as a Funds Manager, where you will be responsible for managing and growing our portfolio within assigned geographic territories. As a key member of our team, you will build and maintain relationships with clients, optimize portfolio performance through client use of lines of credit, identify and mitigate pre-default account risk, and support post-default collections on defaulted accounts.

• Optimize each client's use of the line of credit within assigned portfolios 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 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 and monitor dealer performance and address with the dealer as appropriate to drive growth and manage risk.
• 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.

• Bachelor's degree in a related discipline and 4 years' experience in a related field (finance, client-facing, B2B, account management, and/or collections) required.
• Automotive and/or floorplan industry background preferred.
• Financial knowledge and acumen preferred.

• Competitive base salary.
• Eligibility for additional compensation including an incentive program.
• Flexible vacation policy with paid time off.
• Seven paid holidays throughout the calendar year.
• Paid wellness leave for employees and their family members.
• Bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.

• Greater than 25% travel with some overnight travel required.
• Ability to work independently in a remote environment.
• Valid driver's license required.

Compensation: $104,600.00 - $157,000.00 per year