Official wheels marketplace for enthusiasts. Backed by Techstars.
About the role
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.
What they're looking for
- Thorough, accurate and works effectively with different systems
- Assumes responsibility and accountability
- Solves problems by demonstrating resourcefulness and creativity
- Ability to juggle competing priorities
- Bachelor's degree preferred
- At least five (5) years in a business environment, ideally financial services
More about this role
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...
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