Portfolio Management Associate - Dealer Commercial Services
Core
Manage dealer relationships, monitor portfolio performance, assess risk, and support deal structuring for automotive dealer commercial services.
Role type
Associate-level portfolio management specialist (dealer commercial services)
Builds
Integrated capital and banking solutions for automotive dealers nationwide
Domain
Financial Services / Commercial Lending / Automotive Finance
Required skills
Financial analysis, credit analysis, risk assessment, financial spreading, loan system management, portfolio monitoring
Preferred skills
Commercial lending experience, floorplan financing expertise, portfolio management background
Technologies
nCino, DocMan, Microsoft Office
Responsibilities
Manage dealer relationships and serve as primary servicing contact; Maintain loan documentation and financial records; Monitor portfolio performance, covenant compliance, and delinquency trends; Collect and review borrower financial reporting; Perform financial spreading and ongoing credit analysis; Review daily operational and risk reports; Coordinate resolution of loan documentation issues and audit activities
Seniority
Associate, hands-on IC