Sr. Portfolio Specialist in Alpharetta, Georgia at Wheels, Inc.

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 Duties
  • Assist Remarketing Account Managers with sales, buyouts and early terminations when needed
  • Provide back-up support to account managers when out of office. Respond to emails and phone calls that need immediate attention.
  • Research outstanding credits, ad hoc invoices, lease extensions and stop/resume billing forms as requested by manager

LEADERSHIP RESPONSIBILITIES

• This position’s leadership responsibilities involve demonstrating ethics and integrity, developing adaptability, displaying drive and purpose and exhibiting leadership stature.

COMPETENCIES - SKILLS

• Thorough, accurate and works effectively with different systems
• Assumes responsibility and accountability
• Solves problems by demonstrating resourcefulness and creativity
• Ability to juggle competing priorities

EDUCATION AND EXPERIENCE

• Bachelor's degree preferred
• At least five (5) years in a business environment, ideally financial services.
• Must possess above average computer and math skills. Efficient in Microsoft Office Suite, specifically Excel
• Strong communication (verbal, written) and organizational skills required. Must be extremely detail oriented and thorough in completing tasks

JOB SPECIFICATIONS and WORK ENVIRONMENT

• Work Environment: This position is in Alpharetta, GA and operates in a professional office environment.
• Position Type/Standard Schedule: This is a full-time position, Monday through Friday; In-office 3 days
• Travel: No travel is expected for this role.

DISCLAIMER

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Wheels recognizes benefits are a significant part of your employee experience, and we've created a robust benefits package that is market-leading, competitive offerings so you and your family can receive outstanding care. Please click here for an overview of the benefits available to you and your family.

Pay Range:

The base salary range for this position is listed above. This position is eligible to participate in the annual incentive plan which is based on company performance and individual performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience, education, certifications, skill level and expertise, and may vary from the amounts listed here.

As one of the largest fleet management companies in North America, Wheels features a portfolio of 900,000+ vehicles under management across the continent, a global alliance in 61 countries, and a client base that consists of some of the best-known businesses in the world. No matter the industry type or business size, we’re proud to work across sales and service fleets, trucks and equipment, and last mile delivery to ensure we power your potential.

The culture at Wheels is the secret to our 80+ years of success. And the reason people choose to join — and stay with — our team.

When you join the team, you'll work with professionals who are passionate, friendly and smart. We foster a welcoming and inclusive environment for all, combined with the encouragement to continuously learn and grow. From day one, we invest in your long-term development through annual performance goals and reviews, educational and wellness programs, awards and celebrations, and more.

Ready to experience the Wheels culture for yourself?

• 10 years average employee tenure

• 10 times recognized as one of Chicago's Best and Brightest Companies to Work For

• 50+ health, wellness and engagement benefits

• 2,500+ online learning programs

Diversity: Wheels deeply values the strength of diversity both in the communities we serve and our own employee base. This includes treating everyone as equal, respecting and valuing diversity, providing equal opportunity and fostering a safe space to work.

Community: We are heavily involved in the communities where we operate. We offer opportunities for employees to make a positive impact through mentorship and tutoring elementary school students, participating in blood drives, donating to United Way and other charitable organizations in the greater Chicagoland and Toronto areas.

Sustainability: Wheels is actively committed to becoming a cleaner fleet management company through recycling programs, public transportation support and more.

We Are Dedicated to the Safety and Health of our Employees

Our employees are critical to delivering on our commitment to client success, which is why we offer a variety of programs focused on the health and wellness of our people.

We hire people who have a customer-focused mindset and a strong collaborative nature. Because at Wheels, customer service and teamwork don't just happen in the office. It is during the informal moments when employee trust is strengthened and friendships are made. We value these moments, which is why we host departmental contests, summer gatherings, family events, holiday celebrations and more.

At Wheels, your well-being is our priority. As part of our commitment to your health and well-being, we’re proud to offer access to the Advocate Health Care Wellness Portal—a personalized platform designed to help you take charge of your health journey.

The 2026 Wellness Program is designed to support you in achieving your personal health goals. Best of all, it’s flexible and fits into your busy lifestyle.

This program is designed to support your overall well-being—physically, emotionally, and financially—by providing tools and incentives that encourage healthy living.