Portfolio Executive

4 weeks ago


Birmingham, United Kingdom M2 Professional Recruitment Services Full time
Our client, a rapidly growing provider of funding solutions to businesses requires a Portfolio Executive to join their team in Birmingham. Key responsibilities: Assist in the management of a portfolio of circa 25 clients, taking responsibility for all aspects of the client relationships. Lending arrangements will typically be property backed. Client maintenance, including preparation of documentation for amendments and funding parameters. Assisting in the new client take-on process. Preparation of customer files for new clients. System and bank account set up. Completing Land Registry and Credit searches. Debt Verification

in-house or at a clients premises. Maintenance of live files, including collection, processing and analysing of MI and bank statements. Supporting Portfolio Managers on client visits. This is a fantastic opportunity to join a rapidly developing and innovative provider of bespoken funding solutions to businesses. As a result you must be driven, focused and keen to succeed in a fast paced business environment. Finance industry, specifically Property Finance experience is preferable, including a detailed understanding of financial accounting, business finance and risk management. Competitive salary plus bonus potential based on reviewed performance and a range of additional benefits including: 28 days annual leave plus bank holidays, pension Scheme and Private Medical Insurance.

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