England Logistics

  • Portfolio Manager

    Job Locations US-UT-Salt Lake City
    Job ID
    2017-1125
    Category
    Management
  • Overview

    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.

    Responsibilities

    • Manage a team of CSR team members, Collateral Analysts, and Data Entry personnel and the processes they fulfill in the A/R Financing cycle to ensure processes are completed on-time to meet various funding deadlines.
    • Manage multiple customer relationships with outstanding customer support while adhering to EL’s credit policy.
    • Promote and cross sell EL’s products and services to existing customers.
    • Retain existing customers.
    • Work with various A/R departments in an effort to continuously improve the A/R Financing product.
    • Analyze account trends, manage collateral, disburse funds, and manage customer availability.
    • Respond in a positive manner to constructive criticism from managers and peers.
    • Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, and distinguish customer requests from the underlying true needs.
    • Develop a thorough understanding of the customer’s business and credit risk profile.
    • Engage in multiple initiatives simultaneously.
    • Drive and challenge internal and external business units on their assumptions of how they will successfully execute their plans.
    • Work well with and demonstrate respect for colleagues at all levels while consistently contributing to a positive work environment.
    • Seek opportunities from Portfolio Director to increase skills and/or learn new aspects of the business.
    • Mentor junior staff.
    • Demonstrate an ability to work with coworkers and managers to prioritize workload.
    • Compose error-free client e-mails, credit summaries, memos, and other deliverables that can go directly to committees or clients with near zero revision.
    • Present credit summaries to management personnel.
    • Complete all required customer reporting as defined by management.
    • Outstanding judgment, and superior client service skills as demonstrated by frequent and unsolicited positive feedback from client.
    • A demonstrated ability to successfully move into problem-solving mode whenever challenges or concerns arise.
    • Strictly adhere to EL’s credit policy.

    Other duties as assigned.

    Qualifications

    Education and Experience Requirements:

    • Bachelor's degree in a business discipline or the equivalent experience
    • A minimum of 5 years working in a business-to-business (B2B) environment
    • Experience in financial services and/or banking a plus.

    Knowledge, Skills, and Abilities Requirements:

    • Demonstrated ability to work in a self-directed and fast paced environment
    • Superior skills with the Microsoft Office package, particularly Excel
    • Strong analytical and product management skills required, including a thorough understanding of how to interpret customer business needs and translate them into operational requirements
    • Confidence, tact, and a persuasive manner with team members and customers
    • Identifies critical issues with ease
    • Excellent verbal and written communication skills including the ability to interact professionally with a diverse group of individuals ranging from executives, managers, and subject matter experts
    • Generate enthusiasm among team members
    • Proactively seek opportunities to serve in leadership roles
    • Challenge others to develop as leaders while serving as a role model
    • Develop relationships with customer personnel that foster customer ties
    • Continually seek opportunities to increase customer satisfaction and deepen customer relationships
    • Suggests areas for improvement in internal processes along with possible solutions

    Options

    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed