Portfolio Executive
3 weeks ago
Ref: W - 13325 | category: Commercial Finance
Location: Leeds
Posted: 15th February 2023
Our client, one of the UKs leading providers of Business Lending solutions, within the SME market are looking to bring on a bright, driven individual to join their team in Leeds as a Portfolio Executive.
**Key Responsibilities**:
- Provide day to day support to the Heads of Portfolio Management and Portfolio Managers.
- Deliver excellent customer service, responding to queries promptly and efficiently.
- Specific responsibilities include:
- Processing client assignments, schedule uploading and overpayment requests.
- Client and debtor 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.
- Interfactor transfers.
- Completing Land Registry and Credit searches.
- Debt Verification - in-house or at a client’s premises.
- Maintenance of live files, including collection, processing and analysing of MI and bank statements.
- Dealing with client terminations and assisting in any collect outs.
- Supporting Portfolio Managers on client visits.
**Key Requirements**:
- Financial industry experience preferred.
- Strong attention to detail and a high level of accuracy.
- Excellent communication skills, both oral and written.
- Exceptional organisational skills.
- Act with integrity at all times.
- Ability to work to tight timeframes and deadlines.
- Operate proactively, taking responsibility and ownership for own workload.
- Strong focus on personal development and learning.
- A team-player with a positive, can-do attitude.
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