The primary responsibility of a Portfolio Manager (“PM”) is to nurture and grow customer and employee relationships while professionally representing England Logistics to medium to high profile factoring customers. A PM must anticipate customer needs, promote and sell EL services, properly manage collateral and availability, analyze and proactively respond to account trends, prepare credit summaries and memos, and present credit summaries. Additionally, a PM must possess a demonstrated capability to create high-quality customer reports and presentations, analyze and report on the credit worthiness of clients, and perform other customer outreach activities as required. Finally, a PM is expected gain a sound understanding of their clients’ business to facilitate meaningful procedural coaching. A PM will be asked to manage and mentor CSR team members and manage various assigned projects.
Other duties as assigned.
Education and Experience Requirements:
Knowledge, Skills, and Abilities Requirements: