MEX - Portfolio Manager (Santiago de Querétaro)

MEX - Portfolio Manager (Santiago de Querétaro)

04 oct
|
CR England
|
Santiago de Querétaro

04 oct

CR England

Santiago de Querétaro

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. O our idóneo 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
- C

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

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