Account Manager

Position Summary: The Account Manager works closely with the Account Executive to oversee all operational aspects associated with a portfolio of revolving commercial loans, including a segment of problematic accounts. Involves frequent interaction with manufacturers, dealers and the Company’s sales and credit teams.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Customer Service & Relationship Management: Provide exceptional customer service, manage customer relationships, and handle complex client requests.
• Transaction & Payment Processing: Manage ACH transactions, interest collection, manual check fees, and web payments.
• Risk & Portfolio Management: Oversee risk mitigation, collections, borrower risk ratings, and portfolio management.
• Inspection & Inventory Management: Conduct inspections, manage dashboards, and handle inventory recovery processes.
• Order & Approval Management: Process order approvals, manage overline authorities, and handle out-of-repurchase processes.
• Data & Analysis: Perform data analysis, manage status codes, and utilize account management tools.
• Communication & Coordination: Facilitate interactions between departments, conduct and/or oversee and coordinate welcome calls, and provide clear communication.
• Administrative Duties: Handle suspense management, process reports, and manage item maintenance.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:

Bachelor’s degree from a four-year college or university is preferred.

Language Ability:

Ability to read and interpret documents such as operating instructions and policy and procedure manuals. Ability to draft customer facing emails/correspondence on a regular basis and reports as needed. Ability to effectively communicate via telephone as well as in a customer facing opportunity.

Math Ability:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages. Ability to apply concepts of basic algebra and geometry.

Reasoning Ability:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral or schedule form.

Computer Skills:

Microsoft Office required, specifically, Outlook, Word, Excel and Access.

Certificates and Licenses:

N/A

Supervisory Responsibilities:

Account Manager may have direct supervision responsibility of an Account Service Coordinator.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

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