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    Portfolio manager

    London | CBS butler

    Job Details
    Category: Administration
    Posted Today

    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.

    Apply to this job.
    One step closer to getting hired!