Credit Administrator

Portman Asset Finance Ltd; Northampton; Vor Ort; GBP 25.000 - 38.000; Vollzeit

Benefits dieser Stelle

Annual bonus

Vibrant office environment

Enhanced annual leave

Zusammenfassung

Portman Asset Finance Ltd. is seeking a Credit Administrator to review client information packs from a commercial perspective, ensuring legitimacy for lending and brokerage services.

You will work in a fast-paced Credit Administration team, maintaining accuracy and collaborating with colleagues to support Own-Book and Brokered Lending. The role emphasizes strong communication, detail orientation, and experience with KYC/AML, CRM systems, and Excel-based tracking.

Qualifikationen

• Clear verbal and written communication.
• Methodical and diligent workload management.
• Knowledge of KYC/AML is advantageous.
• Strong MS Office skills with CRM experience.
• Degree in a relevant subject is beneficial but not essential.

Aufgaben

• Summarise review findings with notable green and red flags for Credit Underwriters.
• Prepare internal Credit Sanction Forms for Underwriting and Credit Committee.
• Perform CRA company and director searches and related checks to deadlines.
• Communicate findings to Sales Teams and Account Managers with regular updates.
• Collaborate with Credit Administration Supervisor to review and improve processes.
• Maintain records via CRM (Zoho Desk) and Proposal Tracker (Excel).
• Provide support to Credit Underwriters as needed.
• Assist Compliance with initial AML screenings and escalation of concerns.
• Undertake other duties aligned to the role.

Kenntnisse

Clear communication

Methodical

Attention to detail

CRM experience

MS Office

Analytical thinking

Ausbildung

Degree in relevant subject

Tools

Zoho Desk

Excel

Jobbeschreibung

Northampton, United Kingdom | Posted on 11/11/2026

Working within the CreditAdministration team, the successful applicant will be responsible for reviewing,analysing and investigating client information packs from a commercialperspective to ascertain and understand the legitimacy and validity of theclient for Portman’s lending and brokerage services.

Ideally having worked in a professional Financeor Underwriting role/department, the Credit Administrator will join a dynamicand fast-moving team, and the successful candidate will need to be able to workin a fast-paced environment to a high degree of accuracy, being able to workcollaboratively within a close-knit team while also completing tasksindependently. Attention to detail and organisation are paramount as the rolewill directly support Own-Book and Brokered Lending.

RESPONSIBILITIES

• Summarise review findings, detailing notable greenand red flags, for Credit Underwriters to review;
  
• Prepare internal Credit Sanction Forms to agreeddeadlines for Underwriting and Credit Committee approval;
  
• Complete CRA (credit reference agency) Company andDirector searches and other associated checks to agreed deadlines;
  
• Communicate findings internally to Sales Teams andAccount Managers alongside ensuring regular updates and requirements areprovided for workload in progress;
  
• Collaborate with our Credit AdministrationSupervisor to review investigative and current processes, refining andimproving where appropriate;
  
• Maintain accurate records and documentation of alldecisions and activities via our CRM (Zohodesk) and Proposal Tracker (Excel);
  
• Provide direct support to the Credit Underwriters asand when required;
  
• Support the Compliance Team by performing initialAML screenings, identifying potential risks, and escalating any concerns forfurther investigation;
  
• Any other appropriate job duties in line with theassociated skill and experience of the post holder.
  

Requirements

SKILLS AND EXPERIENCE REQUIRED

• Abilityto communicate clearly and concisely, both verbally and in writing, whilstbuilding rapport and trust;
  
• Methodicaland diligent approach to managing workload;
  
• Knowledgeof KYC/AML is highly advantageous;
  
• StrongMicrosoft Office skills with experience of using a CRM;
  
• Degree-educatedin a relevant subject area would be beneficial but not essential.
  

PERSONAL ATTRIBUTES

• Abilityto prioritise and handle multiple tasks at any giventime;
  
• Strongorganisational skills with a high attention todetail;
  
• Analyticaland inquisitive;
  
• Excellentwritten and oral communications skills;
  
• Abilityto build strong and effective working relationships at all levels, includingsenior stakeholders;
  
• Resilientwith the capability to work under pressure in a fast-paced corporateenvironment;
  
• Adeptat problem-solving with a can-do attitude;
  
• Goodcommercialacumen;
  
• Abilityto work on own initiative as well as being a team player.
  

BENEFITS

• Competitivebasic salary and annual bonus;
  
• Vibrant,high-spec office environment;
  
• Enhancedannual leave, increasing with length of service;
  
• Quarterlyall-staff events and dynamic culture
  

COMPANYOVERVIEW

Portman was established in 2007 to provide UK SMEs with access to arange of finance options under one roof. We have now arranged close to£1.5billion in funding for over 20,000 companies.

Portman secure finance for businesses of all sizes via our own lendingand panel of over 40 partners. We offer flexible payment terms, reducing largeinitial outlays and protecting cash-flow.

Portman work with any type of private sector business. We have a longand successful history financing a variety of assets, quickly and easily. Ifyou’re looking to lease or purchase further equipment,release equity or simply borrow, Portman can provide your business with thefinance it needs.

Please note that as part of the recruitmentprocess a criminal records check/credit history check will be carried out by anauthorised third party.