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Portfolio Manager

4 months ago

York North Yorkshire, United Kingdom Aimee Willow Connex Limited Full time

The Role

  • Maintaining relationships with commercial finance customers, ensuring excellent customer service is maintained at all times.
  • Daily monitoring of trends within your portfolio and proactively suggesting solutions to potential issues.
  • Long term retention of clients and mitigation of lending risk.

The Responsibilities

  • Proactively maintain all client relationships to ensure the business is their fi...