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
- Minimum 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 or Schaumburg, Ill and operates in a professional office environment
- Position Type/Standard Schedule: This is a full-time position. First 2-weeks of hire are onsite everyday Mon-Friday; After that, in-office 3 days (Tues-Thurs)
- 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 BenefitsWheels 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-$84,700The 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 StatementWheels 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.
Wheels applies AI-based analysis to application materials to help assess fitness for hire for the specific job being applied for and to recommend job postings that align with the candidate’s skills, by comparing the candidate’s skills to the characteristics and qualifications listed in job postings and/or criteria established by Wheels’ hiring team.
Skills Required
- At least five (5) years in a business environment
- Bachelor's degree
- Experience in financial services (ideally)
- Proficient in Microsoft Office Suite, specifically Excel
- Above average computer and math skills
- Strong verbal and written communication skills
- Strong organizational skills and ability to juggle competing priorities
- Extremely detail oriented and thorough in completing tasks
- Experience with billing, accounts receivable, invoice processing, debit/credit memos, and revenue recognition
What We Do
Wheels is the power of Wheels, Donlen, and LeasePlan USA coming together as one team – all united with a passionate commitment to customer service. As one of the largest fleet management companies in North America, Wheels features a portfolio of 800,000 vehicles under management across the continent, a global alliance in 59 countries, and a client base that consists of some of the best-known businesses in the world. No matter the industry type or business size, we’re proud to work across sales and service fleets, trucks and equipment, and last mile delivery to ensure we power your potential. Your success is our success. Together let’s go far.
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