Dealer Services Portfolio Banker - Remote

Overview

The Dealer Services Portfolio Banker role involves working closely with Auto commercial bankers and sales leadership to manage portfolios and support new business opportunities in auto finance.

In Short

• Support bankers with new business opportunities and financial analysis.
• Collaborate with internal partners for smooth deal flow.
• Assist with annual renewals and validate pricing models.
• Engage with operations and credit teams for onboarding new clients.
• Manage pipeline to ensure timely movement of business/renewals.
• Update Salesforce for accurate deal tracking.
• Participate in pipeline calls and provide updates.
• Communicate with clients for portfolio maintenance.
• Monitor portfolio performance and address issues proactively.

Requirements

• Minimum of 5+ years of related work experience.
• Experience with commercial systems like Data Scan, ACBS, and ICRD.
• Adept at navigating sales, credit, and operations teams.
• Undergraduate degree in business, finance, or related fields.
• Strong financial analysis and quantitative skills.
• Highly motivated and independent worker.
• Exceptional verbal and written communication skills.
• Familiar with Microsoft Word, Excel, and PowerPoint.

Benefits

• Work from home flexibility.
• Opportunity to work with a leading financial institution.
• Engagement with diverse teams and departments.
• Professional development opportunities.
• Competitive compensation and benefits package.