Senior Portfolio Operations and Servicing (Capital Markets)

AMICORP WEALTH SERVICES; Cape Town; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

Amicorp Group in Cape Town is seeking a Portfolio Servicing Lead to drive the transition, implementation and ongoing servicing of structured finance portfolios. You will coordinate with clients, treasury teams, banks, SPVs and technology partners to deliver accurate, timely portfolio administration, payments, cash reconciliations and reporting.

The role requires strong project management, stakeholder engagement, and a continuous improvement mindset focused on automation and operational controls

Qualifications

• Minimum 7–10 years in Loan Administration, Structured Finance, Securitization, or related operations.
• Experience transitioning servicing portfolios between servicers is advantageous.
• ,
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• job_responsibilities_description':['Lead portfolio transition & implementation from incumbents to new clients.','Oversee day-to-day loan and lease portfolio servicing, including collections and pay-ment processing.','Coordinate data migration, system configuration, and onboarding activities.','Manage cash reconciliations, payment operations, and banking interfaces.','Produce operational reports and KPI dashboards; ensure SLA compliance.','Serve as operational contact for clients and coordinate across jurisdictions.','Drive AI-assisted automation and continuous improvement initiatives.'] ,
• CoT_job_summary_short':'COMPANY NAME: Amicorp Group\nKEY POINTS: Transition servicing, portfolio onboarding, governance and automation' ,
• job_summary_short':'<p>Amicorp Group in Cape Town seeks a senior Portfolio Servicing Lead to own transitions and ongoing servicing of structured finance portfolios. You will coordinate with clients, treasuries, banks, SPVs and technology teams to ensure accurate processing, reporting, and controls throughout each transaction lifecycle.</p><p>The role requires strong project management, stakeholder engagement, and a continuous improvement mindset with a focus on automation and risk controls.</p>'
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• on site
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• salary_estimation_cot":"Senior Portfolio Servicing Lead in Cape Town: market rate typically 900k–1.3m ZAR gross annually.",
• estimated_low":900000,
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Responsibilities

• Lead the transition of servicing activities for new clients
• Develop detailed implementation plans covering data migration, onboarding, system configuration, and testing
• Coordinate with Clients, Banks, Treasuries, and internal teams to ensure smooth onboarding
• Manage daily loan/lease portfolio servicing, collections, and payment processing
• Produce operational reports and KPI dashboards; ensure accuracy and SLA compliance
• Oversee client servicing, inquiries, complaints, and continuous service improvements
• Identify automation opportunities and drive AI-driven process enhancements

Skills

Portfolio management

Project management

Stakeholder management

Analytical thinking

English fluency

Operational controls

Process improvement

Automation literacy

Tools

SWIFT

CAMT

Excel

SQL

Power BI

Job description

Cape Town (South Africa) (05 Aug 2026) JD1554

The Portfolio Servicing Lead will be responsible for the successful transition, implementation and ongoing servicing of structured finance transactions, loan portfolios and securitization vehicles where the Company acts as Primary Service provider. The role holder will take ownership of servicing operations from implementation through business-as-usual servicing, ensuring that all portfolio administration, payment processing, cash reconciliations, reporting, customer servicing and operational controls are delivered accurately and in accordance with contractual Service Level Agreements (SLAs). The successful candidate will act as the operational lead between clients, treasury teams, banks, investors, SPVs, remarketing partners, technology teams and internal stakeholders, ensuring smooth implementation and ongoing portfolio servicing throughout the lifecycle of each transaction. This role combines structured finance operations, treasury operations, client servicing, reporting, project management and operational risk management.

Primary Duties And Responsibilities

• Portfolio Transition & Implementation

• Lead the transition of servicing activities from incumbent service providers for new clients.
• Develop detailed implementation plans covering Data migration, Portfolio onboarding, Systems configuration, User acceptance testing, Bank connectivity, Reporting implementation, Operational readiness
• Coordinate implementation with Clients, Existing service providers, Banks, Treasury teams, Technology providers, Internal operational teams.
• Ensure successful transition from parallel run to independent servicing.
• Manage implementation milestones, risks and dependencies.
• Coordinate weekly implementation meetings.
• Drive issue resolution throughout implementation.

Loan & Lease Portfolio Servicing

• Manage the day-to-day servicing of loan and lease portfolios.
• Ensure Collection processing, Allocation of receipts, Payment application, Portfolio maintenance, Contract amendments, Customer account updates.
• Maintain servicing records accurately.
• Ensure servicing activities comply with servicing agreements.
• Monitor portfolio performance.

Payment Operations & Cash Management

• Manage daily payment processing.
• Coordinate Collection account monitoring, Cash allocation, Payment reconciliation, Treasury interfaces, Banking operations.
• Review and process upload bank files, such as MT940, CAMT.052, CAMT.053, CAMT.054 and others where applicable.
• Monitor daily cash movements, investigate reconciliation breaks, support treasury reconciliation processes.
• Ensure timely resolution of outstanding items.

Cash Reconciliation

• Lead daily and monthly reconciliations.
• Ensure reconciliation of Collection accounts, Loan schedules, Customer payments, Bank statements, Treasury records, General ledger balances.
• Investigate exceptions, escalate discrepancies, maintain reconciliation evidence.

Operational Reporting

• Produce and validate operational reports including Daily lease-level portfolio data, Daily collections reports, Daily transaction reports, Monthly servicing reports, Monthly cash reconciliation reports, Monthly arrears reports. Default analysis, Collections waterfall reports, KPI reporting, Servicing fee calculations, Annual audit packs, Compliance reports.
• Ensure reporting accuracy and timeliness.

Customer Servicing

• Oversee servicing support for lessees and borrowers.
• Monitor Customer enquiries, Complaints, Call center performance, Response times, Service quality
• Coordinate complaint resolution, Ensure SLA compliance.
• Review servicing trends, Recommend service improvements.

Invoice Administration

• Manage invoice generation, Validate billing calculations, Coordinate issuance of invoices.
• Monitor servicing fee calculations.
• Support receivable management.

Remarketing Coordination

• Coordinate end-of-lease asset disposal.
• Manage relationships with Remarketing providers, Auction houses, Asset recovery specialists
• Monitor disposal timelines, track recovery proceeds.
• Ensure reporting accuracy. KPI & SLA Management
• Monitor contractual KPIs including Collections, Customer response times, Complaint handling, Operational accuracy, Reconciliation timeliness, Reporting deadlines, System availability.
• Prepare KPI dashboards, investigate SLA breaches, recommend corrective actions.

Risk & Controls

• Maintain strong operational controls.
• Ensure Segregation of duties, Audit trails, Operational procedures, Data integrity, Regulatory compliance
• Support internal and external audits.
• Maintain servicing documentation.

Client Relationship Management

• Serve as the operational contact for assigned clients, develop trusted client relationships.
• Conduct operational review meetings, Present servicing performance, Manage operational change requests.

AI, Automation & Continuous Improvement

• Actively leverage AI tools and automation platforms to streamline repetitive servicing tasks, enhance data processing, and improve reporting accuracy and speed.
• Identify manual workflows that can be automated and lead their implementation in collaboration with technology teams.
• Use AI-assisted tools for anomaly detection, reconciliation support, arrears monitoring, and report generation.
• Identify automation opportunities, improve servicing workflows, enhance reporting processes.
• Implement operational efficiencies, recommend technology improvements.
• Drive standardization across servicing portfolios.

TIME RECORDING AND DELIVERY

• Accurately record time and value of service when working on projects and business line linked activities or required to do so.
• Monitor own productivity and review productivity and performance against deliverables.
• Follow a disciplined approach to submitting timesheets and tracking deliverables.
• Ensure all daily and weekly deliverables are met, all deadlines are always adhered to and quality is ensured with no errors that impact the business and the Company.

Other Duties

• Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.
• Undertake such other duties, as may from time to time, be required by the Management or/and Group Human Resources.

Qualifications, Skills, And Experience

• Minimum 7–10 years of experience in one or more of Loan Administration, Structured Finance, Securitization, Fund Administration, Banking Operations, Treasury Operations, Portfolio Administration, Asset Finance, Leasing Operations, Capital Markets Operations.
• Experience transitioning servicing portfolios between servicers would be highly advantageous.
• Experience with ABS or securitization structures is highly desirable.
• Strong understanding of Loan servicing, Lease servicing, Structured finance transactions, SPVs, Cash reconciliations, Payment operations, Treasury processes, Banking operations, Investor reporting, Operational controls.
• Experience working with SWIFT, CAMT messaging, Banking interfaces, Portfolio servicing platforms, Excel, SQL (advantageous), Power BI (advantageous).
• Exceptional attention to detail.
• Strong project management capability and organizational ability.
• High integrity and accountability.
• Collaborative team player with the ability to coordinate multiple stakeholders across jurisdictions.
• Commercial awareness and client-centric mindset with the ability to balance exceptional service delivery with commercial objectives.
• Proactive, entrepreneurial, and solutions-oriented approach.
• Client-focused mindset with exceptional client facing skills. Well-developed spoken and written communication skills and the ability to tailor style to relevant audiences and successfully liaise with people at different levels.
• Excellent communication, negotiation, influencing, and stakeholder management skills. Excellent English language fluency; additional languages preferred.
• Strong analytical and problem-solving skills, result & solution driven, highly organized and detail-oriented with good decision making and time management skills. Independent, hands-on and takes accountability to deliver solutions and results.
• Adaptable and resilient to work in a smaller, dynamic local team environment with tight deadlines and under pressure; along with being part of a bigger matrix organization.
• Proven team player skills, ability to be part of as well as lead, motivate, and develop high-performing teams, with ambition to excel in the role and grow within the organization.