Mex - Portfolio Manager (Santiago de Querétaro)

Mex - Portfolio Manager (Santiago de Querétaro)

07 oct
|
CR England
|
Santiago de Querétaro

07 oct

CR England

Santiago de Querétaro

Due to our exponential growth, we are looking for our next:Factoring Portfolio ManagerSchedule: M-F 7 am - 4 pmThe 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 adecuado candidate will be detail oriented, results driven and possess a positive hard-working attitude.Essential Functions and Results ExpectationsMeets department goals and activity metricsPromote and cross sell EL's products and services to existing ClientsRetain existing clients and manage the onboarding process of new clientsCompletion of a minimum of 25 Call Copy QAs and transaction auditsSupervise 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 SOPAnalyze account trends, manage collateral, disburse funds, and manage customer availability.Essential Duties and FunctionsActively 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 renewalConduct 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 efficiencyCreate and implement strategies to increase the number of successful collections on outstanding debtEstablishes and implements productivity goals and analyzes results.Analyze account trends and implement corrective action plans in accordance to these trendsHire, 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 BehaviorsSeek 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 relationshipDevelop,implement,



and review operational policies and proceduresIdentify and address problems and opportunities for the companyRequirementsAbility to quickly learn software systemsAbility to switch between risk focus and people focus depending on business needs.Ability to collect and analyze data, problem solve and make recommendationsProficiency in Microsoft Office (Excel, Outlook, and Adobe Acrobat)Ability to manage multiple operating systemsEngage in multiple initiatives simultaneouslyExcellent written and verbal communication skillsStrong attention to detail with accuracy goal orientedMust be able to work as part of a team with peers and leadership within the organizationPassport/VISA or able to obtain one2+ years management experience leading a team of 5 or moreUniversity or similar work experience2+ years of Portfolio Management or Account ManagementWork 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 demandsExtended periods sittingExtended periods working at a computerEqual Employment OpportunityWe 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.
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📌 Mex - Portfolio Manager (Santiago de Querétaro)
🏢 CR England
📍 Santiago de Querétaro

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