Portfolio Manager, NextGear Capital - Utah
Only for registered members Utah, United States
1 month ago
Job Summary
The Portfolio Manager manages and grows a portfolio of dealer clients across the Provo, Utah territory with lines of credit ranging from $50,000 to $2.5M within an assigned geographic territory.Responsibilities
- Optimize each client's use of the line of credit within an assigned portfolio whose lines of credit range from $50,000 to $2,500,000 by acting as 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 risk mitigation.
Job description
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