Portfolio Operations Specialist - Energy

Close Brothers Asset Finance; Manchester; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Join a leading financial services company as a Portfolio Operations Specialist focusing on renewable energy. You'll manage customer onboarding, process financial documentation, and ensure compliance throughout the customer journey. We're looking for a detail-oriented individual with strong administrative skills and a passion for energy.

Benefits

Flexible work options

Supportive of work-life balance

Qualifications

• Strong administrative background desired.
• Experience with legal documentation and/or financial agreements beneficial.
• Passion for renewable energy is essential.

Responsibilities

• Manage onboarding of new customers and maintain existing customer files.
• Process loan drawdowns and monitor payment requests.
• Provide support to the Energy team with tasks and enquiries.

Skills

Attention to detail

Communication skills

Numerical skills

Analytical ability

Tools

Salesforce

ALFA

Job description

Portfolio Operations Specialist - Energy

Join to apply for the Portfolio Operations Specialist - Energy role at Close Brothers Asset Finance

Portfolio Operations Specialist - Energy

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Join to apply for the Portfolio Operations Specialist - Energy role at Close Brothers Asset Finance

Overall Summary

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

Overall Summary

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

Join the Close Brothers Energy Finance team, where as Portfolio Operations Specialist you will provide an effective service to our customers and support for the wider team throughout the full lifecycle of our customer journey. This primarily involves processing documentation for financial agreements, facilitating pay-outs and managing the 'in-life' journey of our customers.

We are looking for some with a strong administrative background, who has a strong attention to detail and excellent communication skills. Previous experience working with legal documentation and/or financial agreements would be beneficial and a passion for renewable energy is essential!

Responsibilities

• Manage all aspects of onboarding of new customers and the maintenance of existing customer files in line with Bank policy, ensuring data accuracy is maintained.
• Take ownership and become a Champion of Bank systems such as Alfa, Salesforce etc.
• Process loan drawdowns in line with agreed service levels and cut-off times.
• Monitor and process fees and payment of professional adviser invoices.
• Ensure all payment requests are processed efficiently and submitted to the relevant team prior to agreed cut-off times.
• Receive and respond to enquiries from our customers by email or telephone, addressing these effectively and in a timely manner.
• Provide support to the wider Energy team with routine tasks and ad hoc requests/projects as required.
• Processing and provision of external Audit requests and Bank statements to Energy customers when required.
• Understand the main risks arising in your area of responsibility, how to mitigate them and escalate where required.
• Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.
  
  
  
  

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• Experience in providing excellent customer support and Transferrable skills from a previous role, ideally in a similar financial environment.
• Proven experience of working proactively and taking initiative
• The ability to work independently as well as part of a wider team
• Strong numerical skills and analytical ability
• An interest and desire to progress in the Renewable Energy Sector
• Strong influencing and interpersonal skills, quickly developing and maintaining relationships at senior level, with internal and external stakeholders.
  
  
  
  

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU POSSESS:

• Experience / knowledge of Development / Project Finance.
• In depth knowledge of Bank systems (ALFA, Salesforce, Tableau, Experian, World Check)
• Knowledge of the Energy sector and technologies.
  
  
  
  

We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at [e-mail] or request a call back.

About Us

At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.

Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.

To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers

To find out more about life at Close Brothers:

https://www.closebrothers.com/life-close-brothers#374017299-899295541

To find out more about our benefits:

https://www.closebrothers.com/employee-benefits

To find out more about our commitment to creating an inclusive environment:

Our Responsibility - Diversity and inclusion ¦ Close Brothers Group

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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