Retail Portfolio Manager - Analyst or Assoc Analyst
Tasks
- Conduct thorough risk analysis with documentation
- Control minimize losses for dealer obligations
- Coordinate dealership onboarding renewals and terminations
- Ensure KYC compliance for non wholesale portfolio
- Ensure dealer service quality and JD Power outcomes
- Escalate non compliant matters to business unit leader
- Follow up to conclude action plans with system updates
- Identify mitigate and respond to elevated risk accounts
- Maintain accurate dealer risk ratings
- Maintain compliance with Information Security Standards and data protection
- Manage title follow up contract reversals and prohibited customer listings
- Monitor TOS violations and retail draft privilege
- Provide dealer level reporting and monitoring updates for outliers
- Reduce operating costs and maximize efficiency
- Review and approve dealer onboarding renewals and terminations
Perks/Benefits
- 401k match
- Dental insurance
- Employee assistance program
- Health insurance
- Paid Holidays
- Paid time off
- Tuition reimbursement
- Vision insurance
Skills/Tech-stack
Customer Due Diligence | Data Protection | Dealership Portfolio Administration | Document Control | Due Diligence | Encryption | Financial Analysis | Information security | KYC | Loss prevention | MS Access | MS Excel | MS Outlook | MS PowerPoint | MS Word | Portfolio Administration | Risk Management
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