Sr. Portfolio Specialist

Wheels • Alpharetta, GA

2d • Onsite

About The Position

The Senior Portfolio Specialist will be responsible for assisting the Manager - Portfolio Management - in managing all portfolio activities for the Truck Remarketing department, including but not limited to billing changes, lease extensions, terminations, revenue recognition. Assists in researching outstanding items for the Finance department related to Truck Remarketing transactions.

Requirements

• Thorough, accurate and works effectively with different systems
• Assumes responsibility and accountability
• Solves problems by demonstrating resourcefulness and creativity
• Ability to juggle competing priorities
• Bachelor's degree preferred
• At least five (5) years in a business environment, ideally financial services.
• Must possess above average computer and math skills.
• Efficient in Microsoft Office Suite, specifically Excel
• Strong communication (verbal, written) and organizational skills required.
• Must be extremely detail oriented and thorough in completing tasks

Nice To Haves

• This position’s leadership responsibilities involve demonstrating ethics and integrity, developing adaptability, displaying drive and purpose and exhibiting leadership stature.

Responsibilities

• Creates asset close out transactions for all terminated assets
• Audits aging ad hoc invoice log and completes follow up to customers for past due unpaid invoices
• May create debit/credit memos as needed
• Receives all payment notices from the AR department and process; accordingly and will be primary contact for questions
• Verify with Account Manager the termination dates for all assets sold on the auction site
• Process payments for the Truck Remarketing department to investors and other third-party vendors as needed for payoff schedules, repairs and inspection fees
• Run monthly reports for credit memos not submitted, suspended units, ad hoc invoices submitted not paid and assets to close out to ensure assets are processed in a timely manner
• Assist Remarketing Account Managers with sales, buyouts and early terminations when needed
• Provide back-up support to account managers when out of office.
• Respond to emails and phone calls that need immediate attention.
• Research outstanding credits, ad hoc invoices, lease extensions and stop/resume billing forms as requested by manager

Benefits

• Market-leading, competitive offerings
• Annual incentive plan which is based on company performance and individual performance.
• Drug-Free Workplace
• Equal opportunity affirmative action employer

What This Job Offers

• Job Type: Full-time
• Career Level: Senior