Sr. Portfolio Specialist

Job Description:
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.
KEY RESPONSIBILITIES - ESSENTIAL FUNCTIONS
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
Other Duties
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
LEADERSHIP RESPONSIBILITIES
This position’s leadership responsibilities involve demonstrating ethics and integrity, developing adaptability, displaying drive and purpose and exhibiting leadership stature.
COMPETENCIES - SKILLS
Thorough, accurate and works effectively with different systems
Assumes responsibility and accountability
Solves problems by demonstrating resourcefulness and creativity
Ability to juggle competing priorities
EDUCATION AND EXPERIENCE
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
JOB SPECIFICATIONS and WORK ENVIRONMENT
Work Environment: This position is in Alpharetta, GA and operates in a professional office environment.
Position Type/Standard Schedule: This is a full-time position, Monday through Friday; In-office 3 days
Travel: No travel is expected for this role.
DISCLAIMER
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Our Benefits
Wheels recognizes benefits are a significant part of your employee experience, and we've created a robust benefits package that is market-leading, competitive offerings so you and your family can receive outstanding care. Please click here for an overview of the benefits available to you and your family.
Pay Range:
$60,500-$84,700
The base salary range for this position is listed above. This position is eligible to participate in the annual incentive plan which is based on company performance and individual performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience, education, certifications, skill level and expertise, and may vary from the amounts listed here.
EEO Statement
Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening.
Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.