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Portfolio manager jobs in Alton, TX - 21 jobs

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  • (Business + Individual) Tax Manager / Sr. Manager

    Ascend Partner Services LLC

    Portfolio manager job in Encino, TX

    Who We Are About Ascend At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms-from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources. We partner with regional, entrepreneurial firms and provide them with the resources and support necessary to thrive in today's dynamic market. This includes access to growth capital, robust talent acquisition, top-tier technology, transformative leadership, shared back-office services, & more. Founded in January 2023, Ascend attained revenues to sufficiently qualify as a Top 100 U.S. accounting firm within six months of operation. Explore Ascend, where your career soars without sacrificing your quality of life. About Lucas Horsfall Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for a Tax Manager or Sr. Manager (Partner Track) to help deliver personal and experienced service to our vast array of clients. The Role As a Tax Leader at Lucas Horsfall, you will lead and manage all phases of business (1120, 1120S, 1065) and individual client tax advisory and compliance engagements. You will manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. You will perform technical reviews of business and individual returns, participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment. Key Responsibilities * Perform initial and/or final review of manager, tax senior, tax staff and intern work products. * Act as primary client point of contact for the firm. * Identify opportunities for value added services for clients by staying abreast of their business needs. * Communicate staffing and workload issues to Resource Planning. * Review and confirm assignment objectives, scope, and work plan with client. * Resolve work product issues using firm resources. * Contribute to the development and management of comprehensive strategies to identify and meet all client needs. * Identify and research technical issues to ensure compliance with federal, state, and local tax laws. * Coach and mentor staff to assist with enhancing their skills and further develop their career. * Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients. * Support the partner team in the development and planning of strategy, objectives, and budgets. * Prepare and/or review monthly client bills. * Anticipate, identify, and resolve complex tax-technical issues. * Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines. Required Qualifications * Bachelor's degree in accounting, finance, or related field * CPA * 5-10 years of tax prep & review experience * Excellent project management, analytical, interpersonal, and communication skills * Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines * A strong desire toward career advancement and goal toward future firm ownership Preferred Qualifications * Strong background in individual taxation * Consultative/Advising Experience * Knowledge of CCH Axcess Tax and Lacerte What We Offer As a firm, we offer great benefits, a competitive salary and tuition reimbursement for advanced education. Headquartered in Pasadena, CA with offices in Encino and Irvine, Lucas Horsfall is a growing CPA and consulting firm focused on tax, audit, and consulting needs. Explore the opportunities that await you today! Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth: * Flexible PTO * Excellent Voluntary Insurance Options * 401(k) Matching * Discretionary Bonus * Commitment to Professional Development * Meaningful work that makes a difference in our clients' lives How to Apply Submit your information in the application section directly below! This will include: * Basic contact information * Resume/CV and optional cover letter upload * Work eligibility, credentials, and compensation * Voluntary demographic & self-ID questions For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at **************************. The pay range for this role is $135,000 - $200,000+ per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level. At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.
    $135k-200k yearly Auto-Apply 60d+ ago
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  • Bert Ogden Cdjr Finance Manager

    Bert Ogden Harlingen Motors 3.8company rating

    Portfolio manager job in Harlingen, TX

    Full-time Description BERT OGDEN CDJR FINANCE MANAGER Finance and Insurance Manager DEPARTMENT: Sales REPORTS TO: General Manager PURPOSE: The Finance & Insurance Manager is responsible for producing additional revenue for the dealership by selling finance and insurance programs to new and used car customers. ESSENTIAL DUTIES: · Treat customers in accordance with dealership policies. · Ensure that the proper follow-up schedule is attached to all completed sales. · Ensure that all necessary customer satisfaction forms have been completed and turned in. · Work with the service department to provide additional warranty information as necessary. · Work with sales staff on computer follow-up system. · Maintain daily log sheet and tabulate total, share with sales manager. · Sell financing and credit life, accident and health insurance to customers. · Establish and maintain good working relationships with several finance sources, factory and otherwise. · Keep the general manager and sales manager apprised of all special programs sponsored by any financial source. · Submit paperwork to and obtain approval from finance sources on all finance deals. · Instruct salespeople in the methods of selling financing. · Work with sales manager to secure a reasonable profit from every sale. · Set up finance forecasting in conjunction with sales department forecasting to achieve a desired percent of penetration and income. · Attend managers' meetings. · Seek insurance companies for insurance paper. · Maintain insurance files. · Acquire/maintain licenses for selling insurance. · Maintain a daily operating control. · Prepare monthly penetration reports on finance penetration and share with sales manager. · Check all paperwork for correct in title, lien information, taxes, etc. · Establish and meet monthly objectives. · Assist sales manager in the “outside call” program. · Prepare and participate in sales meetings. · Work with sales staff in negotiating a sale in the sales manager's absence. · Monitor alternately with sales manager the lot traffic and compare with daily log sheet. · Maintain a thorough knowledge of the policies and procedures of the sales department. Requirements Must be 21 years old or older. Must have a Valid Texas Driver License Must be able to pass a hair follicle drug screening. Must be able to pass a background check screening. Bert Ogden Auto Group Is An Equal Opportunity Employer
    $76k-99k yearly est. 60d+ ago
  • Finance Manager

    Hakes Brothers LCNM, LLC

    Portfolio manager job in McAllen, TX

    Job Description The Finance Manager is primarily responsible for providing financial and analytical support to help drive operational success in nearly every aspect the Division's operations including: sales, land, construction, purchasing, warranty and escrow. This position also organizes detailed key performance indicators and financial performance analysis through income statement, balance sheet, and cashflow statement. Duties include: Prepares financial forecasts of sales, starts, closings and other financial and operational metrics. Regularly updates proforma data for each community with accurate and up-to-date information. Responsible for division financial/operational reporting. Assists with land acquisition feasibility modeling, including critical evaluation of inputs from land, sales, purchasing, and construction departments. Conducts ad-hoc financial analysis to understand business drivers and the competitive environment to help drive business results. Evaluates and communicates areas of risk and presents solutions. Coordinates with corporate accounting and finance to complete month-end close activities. Ensures compliance with SOX controls as directed by corporate accounting. Assists each department, as required, with ongoing business needs. Delegates work according to employee's abilities and skills. Provides input to employee's performance evaluations. Assists in the identification of internal and external training opportunities. Provides continuous coaching with regard to functional and leadership standards (technical skills and behaviors). Qualifications Required: Minimum Bachelor's Degree in Finance or Accounting (or equivalent in related field) Preferred: Minimum three years public and/or corporate accounting experience Preferred: Certified Public Accounting license (active or inactive) Preferred: Prior homebuilding experience Preferred: Excel and PowerBI proficiency Strong analytical skills Good verbal and written communication skills Self-motivated with excellent organizational skills Knowledge of accounting theory and financial reporting Incentives Paid vacation, sick leave & holidays Discount off the sales price of a Hakes Brothers home 401k & Profit Sharing Medical, dental and vision insurance
    $68k-100k yearly est. 26d ago
  • Finance Manager - Automotive

    Hiring Winners

    Portfolio manager job in McAllen, TX

    F&I Manager - Automotive Don't miss this amazing opportunity for F&I professionals. With sales volume on the rise, our growing dealership needs an F&I Manager. And we only hire the best. We need someone who can sell well and sell ethically-a master of finance and insurance knowledge. A true professional who can communicate product features and benefits in a way that not only gets customers to understand, but gets them to buy. Responsibilities Contract new business, sell and close deals Generate finance income on all sold customers Check/verify paperwork involved with cash, finance or loan transactions Contract or collect all money at closing Seek bank approval on financed and leased deals Maintain a working knowledge of leases, “balloons,” etc. Assist in acquiring approval from lenders Understand all programs and rate options offered by our lenders Solicit extended warranty sales (aftermarket) Handle all cancellations for extended warranties Apply Today!
    $68k-100k yearly est. 60d+ ago
  • Finance Manager - Bert Ogden Toyota

    Bert Ogden Automotive Group 3.2company rating

    Portfolio manager job in Harlingen, TX

    Job Description Finance and Insurance (F&I) Manager - Bert Ogden Toyota This is an incredible opportunity for an experienced professional who is excited by automotive F&I and passionate about customer service. We are currently seeking an F&I manager to join our amazing team. We need a leader with a strong focus on compliance requirements and product knowledge, who can train bright new talent, clearly communicate product features and benefits, and who can confidently close the sale. Job Responsibilities Contract new business, sell and close deals Generate finance income on all sold customers Check/verify paperwork involved with cash, finance or loan transactions Contract or collect all money at closing Seek bank approval on financed and leased deals Maintain a working knowledge of leases, “balloons”, etc. Promote Credit Life/Accident & Health sales Assist in acquiring approval from lenders Understand all programs and rate options offered by our lenders Solicit extended warranty sales (aftermarket) Handle all cancellations for extended warranties and credit life Compensation Compensation is based on experience and commensurate with Fortune 500 companies. Top performers in this position have an earning potential of $XXX,XXX or more. Benefits In addition to career-long personal development, our associates enjoy a number of benefits, including: Health, Vision & Dental Insurance Paid Vacation Paid Holidays Incentives About Our Dealership We are not your typical auto group. Here at Bert Ogden Auto Group, we actually look out for our community. Whether we are supporting a fundraiser through a local school or working with a local charity or organization, we are always doing as much as we can to improve South Texas. It's good to know, that when you shop with Bert Ogden Auto Group, you are supporting a local business that keeps its money right here in South Texas. We are proud to call South Texas our home, and with 18 different dealerships and 23 lines from which to serve you, we are bound to have a location in your neighborhood. We serve countless cities, towns, and communities including McAllen, Mission, Harlingen, Edinburg, and all points in between. If you live, work, or travel in South Texas, then allow Bert Ogden Auto Group to welcome you at one of our dealerships with open arms. We hope to work with you soon.
    $74k-113k yearly est. 10d ago
  • Bert Ogden Fiesta Nissan Edinburg Finance Manager

    Fiesta Nissan

    Portfolio manager job in Edinburg, TX

    Full-time Description The Finance & Insurance Manager is responsible for producing additional revenue for the dealership by selling finance and insurance programs to new and used car customers. Treat customers in accordance with dealership policies. Ensure that the proper follow-up schedule is attached to all completed sales. Ensure that all necessary customer satisfaction forms have been completed and turned in. Work with the service department to provide additional warranty information as necessary. Work with sales staff on computer follow-up system. Maintain daily log sheet and tabulate total, share with sales manager. Sell financing and credit life, accident and health insurance to customers. Establish and maintain good working relationships with several finance sources, factory and otherwise. Keep the general manager and sales manager apprised of all special programs sponsored by any financial source. Submit paperwork to and obtain approval from finance sources on all finance deals. Instruct salespeople in the methods of selling financing. Work with sales manager to secure a reasonable profit from every sale. Set up finance forecasting in conjunction with sales department forecasting to achieve a desired percent of penetration and income. Attend managers' meetings. Seek insurance companies for insurance paper. Maintain insurance files. Acquire/maintain licenses for selling insurance. Maintain a daily operating control. Prepare monthly penetration reports on finance penetration and share with sales manager. Check all paperwork for correct in title, lien information, taxes, etc. Establish and meet monthly objectives. Assist sales manager in the “outside call” program. Prepare and participate in sales meetings. Work with sales staff in negotiating a sale in the sales manager's absence. Monitor alternately with sales manager the lot traffic and compare with daily log sheet. Maintain a thorough knowledge of the policies and procedures of the sales department. Requirements Must be 21 years old or older. Must have a Valid Texas Driver License Must pass a hair follicle drug screening. Must pass a background check screening. EMPLOYMENT BENEFITS INCLUDE: Paid Vacation and Holidays 401(K) Vision Insurance Dental Insurance Medical Insurance BERT OGDEN IS AN EQUAL OPPORTUNITY EMPLOYER
    $68k-100k yearly est. 60d+ ago
  • Underwriting Risk Manager

    Arthur J Gallagher & Co 3.9company rating

    Portfolio manager job in San Pedro, TX

    Introduction At Pronto Insurance, we're creating access, trust, and opportunity in the communities we serve. With deep roots in South Texas and a fast-growing presence across California and Florida, we bring local knowledge and genuine care to every interaction; making insurance simpler, more affordable, and more accessible for all. You'll join a team that believes in doing the right thing, seizing opportunities, and showing up for one another. Whether you're supporting customers in our retail locations or working behind the scenes, we're proud to be a place where ambition meets support. Here, diverse perspectives are valued. If you're ready to make a difference and grow with a team that's redefining what's possible in insurance, we'd love to hear from you. How you'll make an impact Pronto Insurance is one of the fastest growing general agencies in South Texas. Our first agency was founded in 1997 and the managing general agency operations commenced in 2005. Pronto has emerged in the insurance market through its captive agencies, independent agents, and franchise locations. Today Pronto has over 160 captive locations in Texas and California Our vision is to become the industry leader by making Pronto Insurance products a reality for all. Underwriting Manager * Employment Status: Permanent / Full Time * Job Location: Brownsville * Reports to: Vice President of Underwriting and Product Overview The Underwriting Manager is responsible for balancing company risk by ensuring accurate premium collection, adherence to underwriting guidelines, and regulatory compliance. This role drives strategic improvements in underwriting practices, technology integration, and team performance to achieve profitability and customer satisfaction. Key Responsibilities Underwriting Strategy & Compliance * Develop, enhance, and measure underwriting practices based on company objectives and market conditions. * Lead updates to underwriting guidelines in response to audits, compliance/legal input, claims data, sales feedback, and industry trends. * Submit filings to the Texas Department of Insurance (TDI) and manage timely responses to objections. * Ensure consistent execution of underwriting rules for risk exposure, application, renewal, acceptance, modification, and denial of coverage. * Oversee underwriting audits and serve as the primary contact for internal/external audits and system implementations. Technology & Process Improvement * Review and implement technology solutions to automate and improve underwriting processes. * Collaborate with vendors to integrate third-party data while controlling costs. * Open and manage IT tickets for system inaccuracies; conduct cost-benefit analysis for system changes. * Drive continuous improvement initiatives to enhance efficiency and customer satisfaction. Risk Analysis & Reporting * Coordinate data analytics projects, including queries, analysis, and actionable recommendations. * Monitor KPIs and report on underwriting performance, risk indicators, and compliance metrics. * Provide risk-related insights to other departments and support carrier/reinsurer relationships for Texas programs. Leadership & Team Development * Lead, train, and mentor the underwriting team to ensure integrity and quality in all processes. * Maintain departmental focus on achieving underwriting objectives and meeting company goals. * Foster a culture of accountability, innovation, and continuous improvement. Customer & Regulatory Interaction * Coordinate responses to underwriting complaints (insureds, TDI, BBB) and implement corrective actions. * Communicate underwriting bulletins and system updates to ensure proper agent training and compliance. * Ensure adherence to corporate guidelines and regulatory requirements Qualifications * Education: Bachelor's degree required; Master's preferred. * Experience: Proven management experience in underwriting with a focus on leadership, goal setting, and process improvement. * Technical Skills: Proficiency in Excel; working knowledge of Tableau, Power BI and SQL (beginner to intermediate). * Leadership Skills: Ability to lead change, build commitment, and drive results in a high-pressure environment. * Communication: Strong written and verbal communication skills for internal and external stakeholders. * Other: Demonstrated sound judgment, problem-solving ability, and organizational skills. About You Required: Bachelor's degree and 7 years related experience required. Computer experience with a variety of applications including Excel, Word, and PowerPoint, as well as sufficient technological knowledge to facilitate decision-making regarding the direction of the automation systems. Able to drive and travel as needed. In-depth knowledge of the insurance brokerage business. Preferred: Behaviors: Excellent organizational skills; ability to manage and prioritize multiple tasks. Strong analytical skills. Able to effectively lead and direct staff. Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: * Medical/dental/vision plans, which start from day one! * Life and accident insurance * 401(K) and Roth options * Tax-advantaged accounts (HSA, FSA) * Educational expense reimbursement * Paid parental leave Other benefits include: * Digital mental health services (Talkspace) * Flexible work hours (availability varies by office and job function) * Training programs * Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing * Charitable matching gift program * And more... The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
    $78k-114k yearly est. 5d ago
  • Branch Manager

    International Bancshares 4.2company rating

    Portfolio manager job in McAllen, TX

    IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience. Time Type: Full time This is an in-office position. Department: 410 Branch Management Job Summary: Under the guidance of the Corporate Area Sales Manager and a specific assigned Mentor, the Retail Manager Trainee position is assigned a branch and ensures staff is effectively conducting multiple branch operations and processes while providing superior customer service incorporating the IBC Experience. Strategizes to ensure branch meets the company growth and retention goals. Develops and promotes good community relationships. Duties will be completed parallel to classroom training to support and develop individual competencies. : ESSENTIAL JOB FUNCTIONS The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents. Manage branch staff and establish expectations for individual and staff performance. Plan and execute sales activities to meet branch deposit growth Perform successfully to the Deposit Growth and Sales Performance Goals (TSA and Referral Programs) Sustain customer relationships with face to face meetings, phone calls, lobby, and outreach activities Organize branch promotions internally and externally to promote bank products and services Establish community relationships Actively engage in various bank meetings Facilitate daily huddles and weekly sales meetings Participate in corporate and market initiatives as needed Develop employees and facilitate by coaching, instructing, and mentoring Ensure staff retention Shadow hiring process and employee terminations Timely management of all branch administration job functions Manage the maintenance of office equipment, supplies and branch image Provide approvals for Market retail customer portfolio adhering to Bank Policies Other duties as assigned SKILLS Critical Thinking Focus on Results Management of Personnel Resources Instructing Leadership Organization Planning Sound Decision Making Service Orientation Focus on Quality Promotes Teamwork Sensitivity to Guidelines Good Oral and Written Communication Focus on Sales Stress Management EDUCATION & EXPERIENCE High School diploma or GED equivalent Some college, preferred Retail Management experience required
    $47k-62k yearly est. Auto-Apply 60d+ ago
  • Branch Manager

    IBOC

    Portfolio manager job in McAllen, TX

    IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience. Time Type: Full time This is an in-office position. Department: 410 Branch Management Job Summary: Under the guidance of the Corporate Area Sales Manager and a specific assigned Mentor, the Retail Manager Trainee position is assigned a branch and ensures staff is effectively conducting multiple branch operations and processes while providing superior customer service incorporating the IBC Experience. Strategizes to ensure branch meets the company growth and retention goals. Develops and promotes good community relationships. Duties will be completed parallel to classroom training to support and develop individual competencies. : ESSENTIAL JOB FUNCTIONS The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents. Manage branch staff and establish expectations for individual and staff performance. Plan and execute sales activities to meet branch deposit growth Perform successfully to the Deposit Growth and Sales Performance Goals (TSA and Referral Programs) Sustain customer relationships with face to face meetings, phone calls, lobby, and outreach activities Organize branch promotions internally and externally to promote bank products and services Establish community relationships Actively engage in various bank meetings Facilitate daily huddles and weekly sales meetings Participate in corporate and market initiatives as needed Develop employees and facilitate by coaching, instructing, and mentoring Ensure staff retention Shadow hiring process and employee terminations Timely management of all branch administration job functions Manage the maintenance of office equipment, supplies and branch image Provide approvals for Market retail customer portfolio adhering to Bank Policies Other duties as assigned SKILLS Critical Thinking Focus on Results Management of Personnel Resources Instructing Leadership Organization Planning Sound Decision Making Service Orientation Focus on Quality Promotes Teamwork Sensitivity to Guidelines Good Oral and Written Communication Focus on Sales Stress Management EDUCATION & EXPERIENCE High School diploma or GED equivalent Some college, preferred Retail Management experience required
    $48k-73k yearly est. Auto-Apply 60d+ ago
  • Finance Manager

    Charlie Clark Auto Group

    Portfolio manager job in Harlingen, TX

    Finance and Insurance (F&I) Manager - Automotive This is an incredible opportunity for an experienced professional who is excited by automotive F&I and passionate about customer service. We are currently seeking an F&I manager to join our amazing team. We need a leader with a strong focus on compliance requirements and product knowledge, who can train bright new talent, clearly communicate product features and benefits, and who can confidently close the sale. Job Responsibilities Contract new business, sell and close deals Generate finance income on all sold customers Check/verify paperwork involved with cash, finance or loan transactions Contract or collect all money at closing Seek bank approval on financed and leased deals Maintain a working knowledge of leases, “balloons”, etc. Promote Credit Life/Accident & Health sales Assist in acquiring approval from lenders Understand all programs and rate options offered by our lenders Solicit extended warranty sales (aftermarket) Handle all cancellations for extended warranties and credit life Benefits: 401(k) 401(k) matching Dental insurance Employee discount Health insurance Life insurance Opportunities for advancement Paid time off Vision insurance About Us: At Charlie Clark Auto Group, (AMARU), we lead with LOVE in everything we do, towards our people, our community, our family, and our faith. Rooted in the enduring values and legacy of Charles and Dorothy Clark, Maricruz Aurora Aguirre, Nana, and those who paved the way before us, LOVE is the driving force behind everything we do. Join us and be part of our ORALÉ TEAM!
    $67k-100k yearly est. 30d ago
  • Branch Manager

    Doggett Toyota Lift

    Portfolio manager job in Pharr, TX

    Branch Manager Toyota Lift of South Texas - Pharr Classification Exempt The branch manager is responsible for the day-to-day operations of their branch location. Essential Functions • Allocate resources and materials to meet project deadlines • Track and forecast operational trends and analysis • Provide daily operations oversight for outside teams • Plan, develop and implement the operational strategies and tactics • Ensure adequate management training and development to provide for management succession • Direct and lead staff in developing strategies to accomplish objectives approved by ownership • Plan, control, communicate and implement procedures and processes for the overall efficient operations of the business • Lead and direct management team in the development, production, promotion of products and services • Oversee dispatch, sales, and safety regulations at the branch • Recruit, manage, and maintain personnel to develop the branch for high performance • Develop plans to drive revenue growth • Anticipate problems at the branch and work with various departments to overcome them • Assess local market conditions and identify current and prospective customers • Manage the branch budget and allocate funds properly • Address customer and employee satisfaction issues promptly • Complete accurate and timely branch reporting on a weekly, monthly, quarterly, and annual basis in accordance with company reporting standards • Maintain positive relationships with current customers and begin building relations with potential customers Qualifications • Bachelor's Degree in Business or other related field preferred • 3-5 years management experience preferred • Ability to work in a fast-paced environment • Proficiency in MS Office Travel Requirements Travel up to 15% of the time, or as needed. Environmental Conditions Work will be conducted in an air-conditioned office. Exposure to the outdoors may be required as needed to greet customers. The Branch Manager must perform the essential duties and responsibilities with or without reasonable accommodation efficiently and accurately, and without causing significant safety threat to self or others. The statements made herein are intended to describe the general nature and level of work being performed by employees assigned to this job classification. They are not intended to be construed as an exhaustive and inclusive list of all responsibilities, duties, and/or skills required of personnel so classified. Doggett is an Equal Employment Opportunity Employer
    $48k-73k yearly est. 12d ago
  • Residential Branch Manager

    Orkin, LLC 3.7company rating

    Portfolio manager job in Harlingen, TX

    We're the Industry Leader Because of Leaders Like You. When you're an Orkin Branch Manager, you're the leader cultivating a team to deliver top-notch service from the industry leader with more than 120 years of protecting homes and businesses. Our Residential Branch Manager position is for those who thrive on the challenge of growing a high-performance business and team. Your competitive drive enables you to meet and exceed financial performance goals, and your desire to build a team helps you cultivate an exceptional work environment. You can take pride when your entrepreneurial skills lead to business growth while being supported by the industry leader. And you can earn your way to an annual rewards trip honoring top performers. You'll have more than a job-you'll have a career with growth potential and benefits that go beyond the basics. This includes a company vehicle, competitive pay and a 401(k) program. Not to mention, you'll receive opportunities to volunteer and give back. With Orkin's award-winning training program, you'll receive all the tools you need to succeed. That means no industry experience required to start building your career. Plus, if there's one thing we know at Orkin, it's that pests keep coming back, and that makes our industry recession resistant. Ready to start a career with staying power? Apply now! Responsibilities As a Residential Branch Manager, you'll be a leader in a high-performance culture. Extensive training will prepare you to apply business acumen to revenue growth through achieving the highest customer satisfaction. Equally important is cultivating an employee culture that motivates performance, supports personal growth and inspires exceptional service. In addition to playing a key role in business success and professional development, Branch Managers also contribute to community service that improves the places where we live and work. You will… * Assume leadership of an entire operation upon completion of training * Demonstrate your proven track record of leadership development of others, to include field evaluations, addressing coaching opportunities and training * Exemplify a service mindset to deliver customer retention results * Inspire your team to deliver top-notch service, accept constructive feedback and commit to continual improvement * Drive revenue generation and growth, motivating the team through daily check-ins of activities and holding teams accountable for results * Showcase superior operational skills, with experience in managing a Profit and Loss (P&L) statement and strategically investing in growth with balancing expense margins * Recognize and developing talent, during recruitment, selection and training across sales, service and customer service staff, including management * Be willing to relocate to an open location within the region after 6-9 months of required training What type of benefits will you receive? * Competitive earnings and a company vehicle with gas card * Annual Salary $60,000 - $75,000 * Company provided iPhone and iPad with sales software * Comprehensive benefits package including medical, dental, vision, maternity, & life Insurance * 401(k) plan with company match, employee stock purchase plan * Paid vacation, holidays, and sick leave * Employee discounts, tuition reimbursement, dependent scholarship awards * Industry leading, quality, comprehensive training program Why should you choose Orkin? * Founded in 1901, Orkin is a global residential and business service provider who provides the most accurate, comprehensive, and efficient pest management services for both residential and commercial customers * The Pest Management Industry is growing - and is a recession resistant line of business * You have a service-oriented mindset that leads you to build loyalty and trust with clients * You hold yourself responsible to commitments * You value being part of a team * You want to join a company that supports the community * Orkin is financially stable and growing as the largest subsidiary of Rollins, Inc. (NYSE: ROL), headquartered in Atlanta, GA Are you ready to join the Best in Pests? Qualifications What do you need to be successful? * Sales experience preferred * High School Diploma or equivalent required * Valid driver's license required * We will consider for employment all qualified applicants in a manner consistent with the requirements of applicable state and local laws. * Ability to obtain the appropriate pesticide license/certification if required (company paid) * Ability to work in the field independently and interact with our great clients What will my work environment be like? Candidates must meet physical job requirements and safely perform the job duties with or without accommodations: * Safely use a ladder within the manufacturer's weight capacity * Lift and carry up to 50 lbs. * Safely access crawl spaces, attics, confined spaces, roof tops, etc. including the ability to climb or balance and stoop, kneel, crouch, or crawl * Wear personal protective equipment (PPE) which sometimes requires an OSHA-compliant respirator * Willing to work in different types of weather conditions Orkin is an Equal Opportunity/Protected Veterans/Individuals with Disabilities Employer What do you need to be successful? * Sales experience preferred * High School Diploma or equivalent required * Valid driver's license required * We will consider for employment all qualified applicants in a manner consistent with the requirements of applicable state and local laws. * Ability to obtain the appropriate pesticide license/certification if required (company paid) * Ability to work in the field independently and interact with our great clients What will my work environment be like? Candidates must meet physical job requirements and safely perform the job duties with or without accommodations: * Safely use a ladder within the manufacturer's weight capacity * Lift and carry up to 50 lbs. * Safely access crawl spaces, attics, confined spaces, roof tops, etc. including the ability to climb or balance and stoop, kneel, crouch, or crawl * Wear personal protective equipment (PPE) which sometimes requires an OSHA-compliant respirator * Willing to work in different types of weather conditions Orkin is an Equal Opportunity/Protected Veterans/Individuals with Disabilities Employer As a Residential Branch Manager, you'll be a leader in a high-performance culture. Extensive training will prepare you to apply business acumen to revenue growth through achieving the highest customer satisfaction. Equally important is cultivating an employee culture that motivates performance, supports personal growth and inspires exceptional service. In addition to playing a key role in business success and professional development, Branch Managers also contribute to community service that improves the places where we live and work. You will… * Assume leadership of an entire operation upon completion of training * Demonstrate your proven track record of leadership development of others, to include field evaluations, addressing coaching opportunities and training * Exemplify a service mindset to deliver customer retention results * Inspire your team to deliver top-notch service, accept constructive feedback and commit to continual improvement * Drive revenue generation and growth, motivating the team through daily check-ins of activities and holding teams accountable for results * Showcase superior operational skills, with experience in managing a Profit and Loss (P&L) statement and strategically investing in growth with balancing expense margins * Recognize and developing talent, during recruitment, selection and training across sales, service and customer service staff, including management * Be willing to relocate to an open location within the region after 6-9 months of required training What type of benefits will you receive? * Competitive earnings and a company vehicle with gas card * Annual Salary $60,000 - $75,000 * Company provided iPhone and iPad with sales software * Comprehensive benefits package including medical, dental, vision, maternity, & life Insurance * 401(k) plan with company match, employee stock purchase plan * Paid vacation, holidays, and sick leave * Employee discounts, tuition reimbursement, dependent scholarship awards * Industry leading, quality, comprehensive training program Why should you choose Orkin? * Founded in 1901, Orkin is a global residential and business service provider who provides the most accurate, comprehensive, and efficient pest management services for both residential and commercial customers * The Pest Management Industry is growing - and is a recession resistant line of business * You have a service-oriented mindset that leads you to build loyalty and trust with clients * You hold yourself responsible to commitments * You value being part of a team * You want to join a company that supports the community * Orkin is financially stable and growing as the largest subsidiary of Rollins, Inc. (NYSE: ROL), headquartered in Atlanta, GA Are you ready to join the Best in Pests?
    $60k-75k yearly 4d ago
  • Branch Manager I (Bilingual)

    Worldacceptance

    Portfolio manager job in Pharr, TX

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Branch Manager to guide customers on their financial journey. We're a people-focused company looking for a Branch Manager to lead and support a team dedicated to helping customers reach their financial goals. If you're a confident communicator and an optimistic forward-thinker, then you're an ideal candidate for this role. As a Branch Manager, team members look to you for direction, motivation, and knowledge. Salary Pay: $35,500 - $43,000 with Bonus Opportunity What You'll Do Facilitate excellent customer service, leading team members by example toward customer care. Thoughtfully manage team members - directing, mentoring, and delegating their daily tasks. Address customer needs holistically, from pairing them with the right loan to assisting with taxes. Thoughtfully sell new & existing World products to help customers meet their financial needs. Support, collaborate with, and lean on the strengths and talents of your branch team. Maintain strong customer relationships and build community within your branch. Foster relationships in the community that organically drive loan & tax business to the branch. Why World? “The company is heading in a wonderful direction. I feel more appreciated than I ever have with World. There is a lot of opportunity to move up in the company.” - Branch Manager in Charleston, IL We promote from within, encouraging upward growth which includes profit share. With branches and operations in 16 states, we offer opportunities across the US. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: team members get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, sick days, vacation time, and a 401(k) plan (including company match). We'll get you home for dinner: your life outside of work is priority #1. Be part of a team with clear values, strong community, and a sense of belonging. You'll make a positive impact on the lives of the customers you serve. Experience That'll Wow Us A way of making both customers & team feel understood and taken care of. The willingness to evolve to meet needs and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. The ability to negotiate, strategize, and plan. Passion for customer service and quality-driven problem-solving. Management experience or history of strong teamwork: people skills are everything. A positive influence and the motivation to grow in leadership. Driving Requirements Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,000 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $35.5k-43k yearly Auto-Apply 7d ago
  • Branch Manager I (Bilingual)

    World Finance 4.2company rating

    Portfolio manager job in Pharr, TX

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Branch Manager to guide customers on their financial journey. We're a people-focused company looking for a Branch Manager to lead and support a team dedicated to helping customers reach their financial goals. If you're a confident communicator and an optimistic forward-thinker, then you're an ideal candidate for this role. As a Branch Manager, team members look to you for direction, motivation, and knowledge. Salary Pay: $35,500 - $43,000 with Bonus Opportunity What You'll Do * Facilitate excellent customer service, leading team members by example toward customer care. * Thoughtfully manage team members - directing, mentoring, and delegating their daily tasks. * Address customer needs holistically, from pairing them with the right loan to assisting with taxes. * Thoughtfully sell new & existing World products to help customers meet their financial needs. * Support, collaborate with, and lean on the strengths and talents of your branch team. * Maintain strong customer relationships and build community within your branch. * Foster relationships in the community that organically drive loan & tax business to the branch. Why World? "The company is heading in a wonderful direction. I feel more appreciated than I ever have with World. There is a lot of opportunity to move up in the company." - Branch Manager in Charleston, IL * We promote from within, encouraging upward growth which includes profit share. * With branches and operations in 16 states, we offer opportunities across the US. * 75% of World's Operations Executives moved up from a similar role. * We pay you to give back: team members get paid volunteer hours each year. * Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. * Paid holidays, sick days, vacation time, and a 401(k) plan (including company match). * We'll get you home for dinner: your life outside of work is priority #1. * Be part of a team with clear values, strong community, and a sense of belonging. * You'll make a positive impact on the lives of the customers you serve. Experience That'll Wow Us * A way of making both customers & team feel understood and taken care of. * The willingness to evolve to meet needs and embrace new ideas. * Absolute team player - pitching in when needed and accepting help, too. * The ability to negotiate, strategize, and plan. * Passion for customer service and quality-driven problem-solving. * Management experience or history of strong teamwork: people skills are everything. * A positive influence and the motivation to grow in leadership. Driving Requirements Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,000 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: * Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. * Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). * Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. * Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. * Occasional local travel; may include extended hours, evenings, or weekends. * Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. * Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. * Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $35.5k-43k yearly Auto-Apply 6d ago
  • Tax Senior

    Ascend Partner Services LLC

    Portfolio manager job in Encino, TX

    Who We Are About Ascend At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms-from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources. We partner with regional, entrepreneurial firms and provide them with the resources and support necessary to thrive in today's dynamic market. This includes access to growth capital, robust talent acquisition, top-tier technology, transformative leadership, shared back-office services, & more. Founded in January 2023, Ascend attained revenues to sufficiently qualify as a Top 100 U.S. accounting firm within six months of operation. Explore Ascend, where your career soars without sacrificing your quality of life. About Lucas Horsfall Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for a Tax Senior to help deliver personal and experienced service to our vast array of clients. The Role As a Tax Senior at Lucas Horsfall, you will prepare federal, state, local and special tax returns. You will carry out your outstanding project management, analytical, interpersonal, and communication skills. You will participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment. This role will be achieved in a hybrid work model (3 days per week in office) out of our Pasadena, Encino, or Irvine office locations. Key Responsibilities * Prepares federal, state, local and special tax returns by collecting, analyzing, and formatting financial information. * Complies with federal, state, and local requirements by studying regulations; enforcing adherence to requirements; advising management on needed actions; communicating with attorneys, tax specialists and company transfer agent to ensure timely tax reporting requirements. * Maintains professional and technical knowledge by attending educational workshops or classes, reviewing professional publications, establishing personal networks, and participating in professional societies. * Contributes to team effort by accomplishing related results as needed, including special projects. * Train and develop staff. * Prioritize and manage multiple projects and deadlines. * Communicate effectively with all levels of the firm as well as clients. Required Qualifications * Bachelor's degree in accounting, finance, or related field * Must be working towards becoming a licensed Certified Public Accountant * Minimum of three years of accounting experience with individual and partnership tax returns. * Excellent project management, analytical, interpersonal, and communication skills * Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines * A strong desire toward career advancement and goal toward future firm ownership Preferred Qualifications * Consultative/Advising Experience within Public Accounting * Experience working with clients in the following industries: manufacturing, distribution, real estate, and/or construction. * Knowledge of CCH Axcess Tax and Lacerte What We Offer As a firm, we offer great benefits, a competitive salary and tuition reimbursement for advanced education. Headquartered in Pasadena, CA with offices in Encino and Irvine, Lucas Horsfall is a growing CPA and consulting firm focused on tax, audit, and consulting needs. Explore the opportunities that await you today! Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth: * Flexible PTO * Excellent Voluntary Insurance Options * 401(k) Matching * Discretionary Bonus * Commitment to Professional Development * Meaningful work that makes a difference in our clients' lives How to Apply Submit your information in the application section directly below! This will include: * Basic contact information * Resume/CV and optional cover letter upload * Work eligibility, credentials, and compensation * Voluntary demographic & self-ID questions For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at **************************. The pay range for this role is $80,000 - $110,000 per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level. At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.
    $80k-110k yearly Auto-Apply 14d ago
  • Finance Manager - Automotive Dealership

    Hiring Winners

    Portfolio manager job in McAllen, TX

    We have an outstanding opportunity for a results-driven and experienced Finance Manager to join our team. The Finance Manager is responsible for overseeing the finance and insurance (F&I) process, ensuring compliance, maximizing profitability, and providing an exceptional customer experience. Compensation Competitive Pay Plan - Earn up to 14.75% of Gross Finance Profit Job Responsibilities Offer finance and insurance products to customers, securing the best terms while maximizing dealership profitability. Structure loan and lease deals to ensure compliance with lender guidelines and dealership policies. Present and sell extended service contracts, protection packages, and other value-added products. Maintain strong relationships with lenders and financial institutions to secure competitive rates and approvals. Ensure all transactions are accurate, transparent, and comply with federal, state, and local regulations. Work closely with the sales team to streamline the financing process and improve overall customer satisfaction. Review and finalize financial paperwork, ensuring accuracy and completion. Maintain a high level of customer service and satisfaction throughout the sales and financing process. Stay up to date with industry trends, financing options, and compliance requirements. Requirements Proven experience in automotive finance and insurance (F&I), with a strong track record of success. In-depth knowledge of dealership financing processes, lender guidelines, and compliance regulations. Strong sales, negotiation, and customer service skills. Ability to work in a fast-paced environment while maintaining attention to detail. Excellent communication and interpersonal skills. Proficiency in dealership management software and F&I tools. Valid driver's license and ability to pass a background check. This is an excellent opportunity for a motivated finance professional to maximize earnings while providing top-tier service to our customers.
    $68k-100k yearly est. 60d+ ago
  • Finance Manager

    Charlie Clark Auto Group

    Portfolio manager job in Harlingen, TX

    Job Description Finance and Insurance (F&I) Manager - Automotive This is an incredible opportunity for an experienced professional who is excited by automotive F&I and passionate about customer service. We are currently seeking an F&I manager to join our amazing team. We need a leader with a strong focus on compliance requirements and product knowledge, who can train bright new talent, clearly communicate product features and benefits, and who can confidently close the sale. Job Responsibilities Contract new business, sell and close deals Generate finance income on all sold customers Check/verify paperwork involved with cash, finance or loan transactions Contract or collect all money at closing Seek bank approval on financed and leased deals Maintain a working knowledge of leases, “balloons”, etc. Promote Credit Life/Accident & Health sales Assist in acquiring approval from lenders Understand all programs and rate options offered by our lenders Solicit extended warranty sales (aftermarket) Handle all cancellations for extended warranties and credit life Benefits: 401(k) 401(k) matching Dental insurance Employee discount Health insurance Life insurance Opportunities for advancement Paid time off Vision insurance About Us: At Charlie Clark Auto Group, (AMARU), we lead with LOVE in everything we do, towards our people, our community, our family, and our faith. Rooted in the enduring values and legacy of Charles and Dorothy Clark, Maricruz Aurora Aguirre, Nana, and those who paved the way before us, LOVE is the driving force behind everything we do. Join us and be part of our ORALÉ TEAM!
    $67k-100k yearly est. 31d ago
  • Branch Manager

    IBOC

    Portfolio manager job in San Juan, TX

    IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience. Time Type: Full time This is an in-office position. Department: 410 Branch Management Job Summary: Under the guidance of the Corporate Area Sales Manager and a specific assigned Mentor, the Retail Manager Trainee position is assigned a branch and ensures staff is effectively conducting multiple branch operations and processes while providing superior customer service incorporating the IBC Experience. Strategizes to ensure branch meets the company growth and retention goals. Develops and promotes good community relationships. Duties will be completed parallel to classroom training to support and develop individual competencies. : ESSENTIAL JOB FUNCTIONS The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents. Manage branch staff and establish expectations for individual and staff performance. Plan and execute sales activities to meet branch deposit growth Perform successfully to the Deposit Growth and Sales Performance Goals (TSA and Referral Programs) Sustain customer relationships with face to face meetings, phone calls, lobby, and outreach activities Organize branch promotions internally and externally to promote bank products and services Establish community relationships Actively engage in various bank meetings Facilitate daily huddles and weekly sales meetings Participate in corporate and market initiatives as needed Develop employees and facilitate by coaching, instructing, and mentoring Ensure staff retention Shadow hiring process and employee terminations Timely management of all branch administration job functions Manage the maintenance of office equipment, supplies and branch image Provide approvals for Market retail customer portfolio adhering to Bank Policies Other duties as assigned SKILLS Critical Thinking Focus on Results Management of Personnel Resources Instructing Leadership Organization Planning Sound Decision Making Service Orientation Focus on Quality Promotes Teamwork Sensitivity to Guidelines Good Oral and Written Communication Focus on Sales Stress Management EDUCATION & EXPERIENCE High School diploma or GED equivalent Some college, preferred Retail Management experience required
    $48k-73k yearly est. Auto-Apply 60d+ ago
  • Branch Manager

    International Bancshares 4.2company rating

    Portfolio manager job in Harlingen, TX

    IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience. Time Type: Full time This is an in-office position. Department: 400 Retail Sales and Service Job Summary: Under the guidance of the Corporate Area Sales Manager and a specific assigned Mentor, the Retail Manager Trainee position is assigned a branch and ensures staff is effectively conducting multiple branch operations and processes while providing superior customer service incorporating the IBC Experience. Strategizes to ensure branch meets the company growth and retention goals. Develops and promotes good community relationships. Duties will be completed parallel to classroom training to support and develop individual competencies. : ESSENTIAL JOB FUNCTIONS The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents. Manage branch staff and establish expectations for individual and staff performance. Plan and execute sales activities to meet branch deposit growth Perform successfully to the Deposit Growth and Sales Performance Goals (TSA and Referral Programs) Sustain customer relationships with face to face meetings, phone calls, lobby, and outreach activities Organize branch promotions internally and externally to promote bank products and services Establish community relationships Actively engage in various bank meetings Facilitate daily huddles and weekly sales meetings Participate in corporate and market initiatives as needed Develop employees and facilitate by coaching, instructing, and mentoring Ensure staff retention Shadow hiring process and employee terminations Timely management of all branch administration job functions Manage the maintenance of office equipment, supplies and branch image Provide approvals for Market retail customer portfolio adhering to Bank Policies Other duties as assigned SKILLS Critical Thinking Focus on Results Management of Personnel Resources Instructing Leadership Organization Planning Sound Decision Making Service Orientation Focus on Quality Promotes Teamwork Sensitivity to Guidelines Good Oral and Written Communication Focus on Sales Stress Management EDUCATION & EXPERIENCE High School diploma or GED equivalent Some college, preferred Retail Management experience required
    $47k-62k yearly est. Auto-Apply 60d+ ago
  • Branch Manager

    IBOC

    Portfolio manager job in Harlingen, TX

    IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience. Time Type: Full time This is an in-office position. Department: 400 Retail Sales and Service Job Summary: Under the guidance of the Corporate Area Sales Manager and a specific assigned Mentor, the Retail Manager Trainee position is assigned a branch and ensures staff is effectively conducting multiple branch operations and processes while providing superior customer service incorporating the IBC Experience. Strategizes to ensure branch meets the company growth and retention goals. Develops and promotes good community relationships. Duties will be completed parallel to classroom training to support and develop individual competencies. : ESSENTIAL JOB FUNCTIONS The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents. Manage branch staff and establish expectations for individual and staff performance. Plan and execute sales activities to meet branch deposit growth Perform successfully to the Deposit Growth and Sales Performance Goals (TSA and Referral Programs) Sustain customer relationships with face to face meetings, phone calls, lobby, and outreach activities Organize branch promotions internally and externally to promote bank products and services Establish community relationships Actively engage in various bank meetings Facilitate daily huddles and weekly sales meetings Participate in corporate and market initiatives as needed Develop employees and facilitate by coaching, instructing, and mentoring Ensure staff retention Shadow hiring process and employee terminations Timely management of all branch administration job functions Manage the maintenance of office equipment, supplies and branch image Provide approvals for Market retail customer portfolio adhering to Bank Policies Other duties as assigned SKILLS Critical Thinking Focus on Results Management of Personnel Resources Instructing Leadership Organization Planning Sound Decision Making Service Orientation Focus on Quality Promotes Teamwork Sensitivity to Guidelines Good Oral and Written Communication Focus on Sales Stress Management EDUCATION & EXPERIENCE High School diploma or GED equivalent Some college, preferred Retail Management experience required
    $48k-73k yearly est. Auto-Apply 60d+ ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Alton, TX?

The average portfolio manager in Alton, TX earns between $53,000 and $176,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Alton, TX

$97,000
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