Credit Compliance & Lending Support Specialist

Portman Asset Finance Ltd; Northampton; Presencial; GBP 25.000 - 38.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Annual bonus

Vibrant office environment

Enhanced annual leave

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Clear communication

Methodical

Attention to detail

CRM experience

MS Office

Analytical thinking

Educación

Degree in relevant subject

Herramientas

Zoho Desk

Excel

Descripción del empleo

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.