Retail Portfolio Manager - Analyst or Assoc Analyst

About the role

Coordinates administration for dealership obligations including DFI. Accurately reviews and approves on-boards, renewals, and terminations. Oversees TOS violations, retail draft privilege, title follow-up, contract reversals, and prohibited customer listings. Ensures compliance with KYC requirements for non-Wholesale portfolio. Enhances sales organization communications.

Responsibilities

• Promptly escalates non-compliant matters to appropriate business unit leaders.
• Proactively identifies and mitigates risks, promptly addressing accounts with elevated risk levels.
• Ensures risk ratings are accurate and aligned at the dealer level, controlling and minimizing losses.
• Completes all necessary training and certifications, ensuring satisfactory internal and external site reviews.
• Maintains thorough and properly documented analysis, seeking and acting on opportunities to reduce operating costs and improve efficiency.
• Ensures world-class dealer service and achieves satisfactory JD Power survey results.
• Maintains current and compliant processes, reviewing periodically for compliance and assessing against business needs and reputation risk.
• Complies with Information Security Standards and Policies, including encryption standards, laptop security, Information Asset Management Security, and data protection.

Requirements

• 1+ years of experience
• High school Diploma or GED equivalent
• Associate / Bachelor's degree in business related discipline preferred
• 3+ years in customer service or financial services industry
• Prior leadership experience preferred

Qualifications

• Ability to perform technical based activities
• Knowledge of and exposure to fundamental theories, principles, and concepts
• Leveraging technical expertise and relationships to contribute to strategy and drive business results
• Proficient in intermediate MS applications (Word, Excel, Access, PowerPoint, Outlook)

Skills

• Technical expertise
• Financial analysis and analytic/problem solving skills

Benefits

Includes generous benefits such as time away, planning for the future, supporting health and well-being, building a family, work-life integration, and other compensations like travel allowances, relocation assistance, a signing bonus, and equity. For more details, visit this link.

Pay

$55,000 - $75,000 - $95,000

Schedule

Designates roles as fully on-site, hybrid, or fully remote, with specific work requirements discussed during the hiring process.