Client Portfolio Assistant: Risk-Smart Lending & Growth

Arbuthnot Commercial Asset Based Lending Ltd; Manchester; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Pension

Health cover (BUPA)

Life Assurance (4x)

Discretionary bonus

Maternity/paternity policies

Holiday allowance

Job summary

Arbuthnot Commercial Asset Based Lending Ltd is seeking a dedicated Client Portfolio Support professional in Manchester to help manage assigned client portfolios and ensure accurate data integrity and risk monitoring. You will assist the Client Manager in on-boarding, visits, and the ongoing management of facilities and client accounts.

Key duties include maintaining client relationships at facility management level, monitoring risk indicators, handling payments and collateral reconciliation,

Qualifications

• Proven track record of providing Client Portfolio support in a Lending environment.
• Experience of asset based lending products beneficial
• Able to multi-task and adapt to shifting priorities whilst maintaining accuracy, quality and client focus.
• Strong organisational skills and good analytical thinking.
• Experience with Excel pivot tables advantageous

Responsibilities

• Develop and maintain strong relationships with clients at facility management level.
• Understand risk drivers and monitor triggers within policy.
• Visit clients at take-on and accompany Client Manager on visits.
• Set up new facilities and maintain client details.
• Manage client payments and trust account receipts daily update.
• Reconcile client collateral and resolve discrepancies.
• Support other departments and respond to queries promptly.
• Ensure client submissions adhere to Finance Agreements and reporting metrics.

Skills

Client relationship management

Multi-tasking

Analytical thinking

Excel pivot tables

Lending experience

Team player

Attention to detail

Data privacy compliance

Tools

Lending system

Office Suite

Job description

Arbuthnot Commercial Asset Based Lending Ltd is seeking a dedicated Client Portfolio Support professional in Manchester to help manage assigned client portfolios and ensure accurate data integrity and risk monitoring. You will assist the Client Manager in on-boarding, visits, and the ongoing management of facilities and client accounts.

Key duties include maintaining client relationships at facility management level, monitoring risk indicators, handling payments and collateral reconciliation,