Retail Portfolio Manager - Analyst or Assoc Analyst
Tasks
- Achieve site review results
- Complete training and certification requirements
- Control minimize losses within assigned portfolio
- Coordinate dealership obligations administration
- Document analysis thoroughly
- Ensure KYC compliance for non wholesale portfolio
- Ensure dealer service quality
- Ensure information security compliance
- Escalate non compliant matters
- Identify accounts with elevated risk
- Maintain and update owned processes
- Maintain prohibited customer listing
- Maintain system updates
- Manage retail draft privilege
- Meet JD Power survey results
- Mitigate risk for dealer obligations
- Monitor TOS violations
- Perform title follow up
- Process contract reversals
- Provide dealer level reporting and monitoring updates
- Reduce operating costs and improve efficiency
- Review approve dealership onboarding renewals terminations
- Track action plans to completion
Perks/Benefits
- 401k match
- 401k retirement plan
- Employee assistance program
- Employee stock purchase plan
- Healthcare FSA
- Paid Holidays
- Paid time off
- Tuition reimbursement
- Volunteer time off
Skills/Tech-stack
Customer Service | Data Protection | Dealership Portfolio Management | Encryption | Financial Analysis | Information security | KYC | MS Access | MS Excel | MS Outlook | MS PowerPoint | MS Word | Portfolio Management | Risk Assessment
Education
N/A
Roles
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