Пантелеон ГС: Assistant Portfolio Manager

Assistant Portfolio Manager

За компанијата: Panteleon GS is building a world-class team of top finance, accounting, and logistics professionals to support our continuously growing roster of clients. If you’re ready to take the next step and build... повеќе за компанијата »

Активни огласи од Пантелеон ГС:

Account Manager - ICT Sales - Junior Accountant

We are looking for an Assistant Portfolio Manager to join our team and be the right hand to our Portfolio Manager. The ideal candidate needs to be a people person, patient and have excellent customer service skills.


  • Manage a dedicated portfolio of clients in the factoring business unit.
  • Build and maintain strong relationships with existing clients by giving personalized financing advice, addressing concerns, and delivering exceptional customer service internally and externally via telephone, email and written correspondence.
  • Assist in the onboarding/application processes of new clients.
  • Monitor client’s activity within the portfolio, track client’s performance based on key indicators and create tailored factoring solutions or offer/cross-sale other products/services when needed.
  • Collaborate effectively with the team of Account Executives based on portfolio considerations.
  • Make recommendations to AE’s on whether to approve, hold or deny purchase of specific invoices based on verification and credit results.
  • Review and correct client load submissions for regular invoice funding when needed.
  • Review clients’ A/R aging, resolution of Disputes, Open Credits, Post Verifications and Confirmations on accounts as needed.
  • Responsible for ensuring all advances and loans comply with loan policy and approved structure.
  • Effectively communicate with team members, debtors, clients and management.
  • Maintain confidentiality of client information.
  • Perform other duties as assigned, including special projects.


  • Professional customer service, Microsoft Office skills to effectively process client and collateral requests related to servicing a growing invoice portfolio.
  • Ability to multi-task and stay focused at high levels of productivity.
  • Ability to provide excellent customer service while meeting funding deadlines.
  • Capability to remain calm and empathetic when dealing with customers.
  • Excellent verbal and written communication skills.
  • Ability to understand and follow written and verbal instructions and directions given by the manager.
  • Excellent phone etiquette.


  • A high school diploma or equivalent is required. A bachelor’s or associate degree or some college courses is strongly preferred.
  • Minimum of (1) year of relationship management or customer service experience in a fast-paced work environment.
  • Freight, transportation or general factoring, or logistics industry experience is preferred.
  • English language with high proficiency.
  • Comfortable with working Mon-Fri, 15:00-23:00h (US working hours)

What do we offer:

  • Fancy offices in the city center.
  • Excellent growth and advancement opportunities.
  • Positive international work environment.
  • Additional private health insurance.
  • Paid training which will cover: Industry terms, product overview, software training, and more.
  • Day off for your birthday.
  • FitKit membership.

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