MEX - Portfolio Manager (Santiago de Querétaro)

MEX - Portfolio Manager (Santiago de Querétaro)

26 sep
|
CR England
|
Santiago de Querétaro

26 sep

CR England

Santiago de Querétaro

About C.R. England, Inc.

Founded in 1920, C.R. England, Inc. is headquartered in Salt Lake City, UT and is one of North America’s premier transportation companies. C.R. England is an industry leader in Dedicated, Over-The-Road, cross-border Mexico, and Intermodal services.

C.R. England has also been regularly recognized for management excellence. This year, C.R. England was recognized by Newsweek as one of ‘America’s Greatest Workplaces for Women’, one of only three truckload carriers to receive this recognition, and ‘America’s Greatest Workplaces for Diversity’ one of only seven truckload carriers to be so recognized.

Additionally, C.R. England was honored with a ‘2020 Glassdoor Top Places to Work’ award, the ‘Achievers 50 Most Engaged Workplaces™ Award’ and by Deloitte Private and The Wall Street Journal as a ‘2021 US Best Managed Company’.

Committed to giving back the community, learn more about C.R. England Inc.’s goal of providing one million meals to children annually through partnerships with local food banks by visiting www.oneagainstchildhoodhunger.com.

Due to our exponential growth, we are looking for our next:

Factoring Portfolio Manager

Schedule: M-F 7 am - 4 pm The Portfolio Manager consistently demonstrates a positive and hardworking attitude, a continuous commitment to personal, organizational and process improvement and to build strong partnerships, one employee and one customer at a time, and by working in accordance with ELs COACHTeam core values.

The Portfolio Manager plays a critical role in the overall success and health of our factoring portfolio.

The Portfolio

Manager manages a team of Customer Service Representatives and the processes that they fulfill in the A/R Financing Cycle to ensure processes are completed, in accordance to SOP.

The Portfolio

Manager will collaborate with credit, operations, collections, sales and various internal departments. The manager will also work to foster relationships with multiple clients with outstanding Client support while adhering to EL’s credit policies. Our adecuado candidate will be detail oriented, results driven and possess a positive hard-working attitude

Essential Functions and Results Expectations





Meets department goals and activity metrics

Promote and cross sell EL’s products and services to existing Clients

Retain existing clients and manage the onboarding process of new clients

Completion of a minimum of 25 Call Copy QAs and transaction audits

Supervise a large team of Customer Service Representatives and the processes that they fulfill in the A/R Financing Cycle to ensure processes are completed, in accordance to SOP

Analyze account trends, manage collateral, disburse funds, and manage customer availability.

Essential Duties and Functions

Actively engage in scheduling, planning and facilitating an effective one-on-one with my leader on a weekly or bi-weekly basis.

Communicate with clients to build and maintain a strong working relationship and ensure the client adheres to current contract with a heavy focus on contract renewal

Conduct one on one meetings with direct reports on a weekly or bi-weekly basis.

Proactively utilize Call Copy a performance review tool to seek and engage feedback from my leader.

Ensure the team meets daily deadlines timely and accurately.

Analyze and improve processes, and work to improve quality, productivity, and efficiency

Create and implement strategies to increase the number of successful collections on outstanding debt

Establishes and implements productivity goals and analyzes results.

Analyze account trends and implement corrective action plans in accordance to these trends

Hire, train and evaluate the team members within the operations department to ensure a sufficient number of team members are available to handle and manage workload.

Project and Priority Management:

Essential Behaviors

Seek opportunities from Supervisor to increase skills and/or learn new aspects of the business.

Develop and implement performance metrics and standards. Coach team members performance.





Communicate with clients any issues as pertaining to their A/R and to build and maintain a strong working relationship

Develop, implement, and review operational policies and procedures

Identify and address problems and opportunities for the company

Requirements

Ability to quickly learn software systems

Ability to switch between risk focus and people focus depending on business needs.

Ability to collect and analyze data, problem solve and make recommendations

Proficiency in Microsoft Office (Excel, Outlook, and Adobe Acrobat)

Ability to manage multiple operating systems

Engage in multiple initiatives simultaneously

Excellent written and verbal communication skills

Strong attention to detail with accuracy goal oriented

Must be able to work as part of a team with peers and leadership within the organization

Passport/VISA or able to obtain one

2+ years management experience leading a team of 5 or more

University or similar work experience

2+ years of Portfolio Management or Account Management

Work Environment

(Elements of the work setting, including key cultural elements in addition to those already noted.)

Actively contribute to a culture based on our COACH Team core values.

Adhere to the EL 7 – 4 culture.

Foster a sense of urgency among team members

Work with team members to handle client funding in accordance with deadline.

Ability to work in a fast-paced environment

Collaborate with Customer Service, Credit and Sales

Physical demands

Extended periods sitting

Extended periods working at a computer

Equal Employment Opportunity

We use the criteria of merit, qualifications, and abilities to determine hiring decisions and promotions within the organization. England Logistics does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, disability, sexual preference, genetic information, or any other segmenting factor protected by law.

C.R. England is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.

📌 MEX - Portfolio Manager (Santiago de Querétaro)
🏢 CR England
📍 Santiago de Querétaro

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