Portfolio manager

CBS Butler; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A reputed financing company in London seeks a Portfolio Manager who will contribute to the success of the business by validating new business applications and managing the end-to-end pipeline. The ideal candidate will have strong experience in credit administration within the financial services sector and possess excellent customer service skills. Responsibilities include preparing credit proposals and liaising with customers, while maintaining accurate records. This is an opportunity to join a fast-growing team supporting clients in their financial needs.

Qualifications

• Strong experience in a credit/administration role in a financial services business.
• Strong customer service ability and a good telephone manner.
• Organized and competent at diary management.

Responsibilities

• Validate new business applications.
• Provide comprehensive reporting from initial inquiries to completed loans.
• Liaise with customers and partner firms via phone and email.

Skills

Credit risk understanding

Customer service

MS Office proficiency

Record-keeping

Self-motivation

Education

Minimum of 5 A C GCSEs

Job description

Job ref : 1212713_1697535895

Location : London

Sector : Job type :

Salary : Negotiable

Contact : Irma Devindoryte

Email : Published : 1 day ago

Start date : 01 / 12 / 2023

Consultant : Irma Devindoryte

We're seeking a talented individual to join our client's team and play a pivotal role in their mission to support consumers in securing the financial assistance they need. The are a small, but highly regarded and well funded financing company with a particular focus on the legal sector. They provide financial solutions to clients as a way of funding their legal needs.

They are now looking for an additional Portfolio Manager to join the team in London. As a Portfolio Manager, you'll be at the heart of operations, contributing to the growth and success of the business.

Responsibilities

• Validate new business applications.
• Conduct underwriting checks against agreed Credit Policy
• Prepare credit proposals.
• Coordinate internal approvals.
• Proactively manage the end-to-end pipeline
• Provide comprehensive reporting from initial inquiries to completed loans.
• Prepare loan documents.
• Assess drawdown requests.
• Obtain case updates from solicitors.
• Maintain complete and accurate case file records.
• Support the maintenance of our loan data systems.
• Provide essential reporting as required.
• Liaise with customers and partner firms via phone and email.
• Contribute as needed to support our team's success.

Qualifications

• Strong experience in a credit / administration role in a financial services business.
• Strong customer service ability and a good telephone manner.
• Good understanding of credit risk and consumer lending.
• IT-savvy with excellent MS Office skills and the ability to adapt to internal systems.
• Exceptional record-keeping skills and proficiency in maintaining internal databases.
• A strong academic record with a minimum of 5 A C GCSEs.
• Organized, self-motivated, and competent at diary management.

Desirable Skills

• Experience working in a start-up environment.
• Working knowledge of the UK litigation legal sector, preferably family or private client law.
• Experience in managing a portfolio of cases end-to-end.