Account Manager - Inventory Finance

Description

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Summary

The Account Manager is an experienced professional responsible for supporting and growing relationships with dealers, distributors, and manufacturers. The Account Manager manages a larger and more complex portfolio of accounts requiring advanced analysis, proactive monitoring, and cross-functional collaboration. This role serves as a key link between Sales, Credit, Finance, and Operations to ensure accounts remain healthy, compliant, and positioned for long-term success.

Duties & Responsibilities

* Advanced Account Management + Manage a portfolio of complex or higher‑risk accounts requiring deeper analysis, proactive monitoring, and stronger coordination across internal teams. + Serve as the primary relationship manager for assigned dealers, addressing escalated inquiries, structural account changes, and unique servicing needs. + Support credit-related activities such as processing requests for credit line changes, account restructuring, and special approvals within authority. * Account Maintenance & Documentation + Process exception reviews, financial statement follow‑ups, and documentation requirements for complex accounts. + Prepare formal communications including delinquency notices, default letters, and other required correspondence. + Resolve escalated discrepancies, billing issues, suspense items, and account adjustments. * Cross‑Functional Collaboration + Partner closely with Credit, Sales, Finance, Compliance, and Operations to solve account issues and support dealer growth. + Escalate risks, prepare problem‑loan reporting, and recommend mitigation strategies. + Serve as the voice of the dealer, ensuring cross‑team alignment. * Operational & Process Support + Support dealers through application, underwriting, and onboarding processes when needed. + Ensure accurate processing of payments, credits, trade-ins, refinances, and third‑party payoffs. + Participate in and