Portfolio Support Executive

1 month ago


Cardiff, United Kingdom Development Bank of Wales Full time

We have an opportunity for an organised and results-focused individual to join our company and be the first point of contact for a portfolio of underperforming micro loan investments. You’ll develop an action plan for the underperforming or ‘at risk’ investments, working closely with internal stakeholders to ensure that we can maximise the returns to the Bank, monitoring any trends whilst improving investment performance. You’ll regularly liaise with the clients, ensuring they are kept informed of investment and portfolio management strategies, attending meetings with both clients and intermediaries to help promote the successful recovery of the Banks’ investments. With a good understanding of the FCA, you will ensure that we adhere to regulations and comply with all necessary policies, maintaining accurate documentation for all related activities whilst providing a high level of customer service for each client.

Self-motivated and proactive, you will be accustomed to working to time critical and sensitive work. Resilient and confident, you will be able to work under pressure to meet targets and organise your own workload, adapting to any sudden changes in the priorities. We’re looking for a results-focused individual with the drive and determination to complete work to high qualitative standards and build good relationships with clients and colleagues to foster a productive working relationship. You’ll develop an understanding of company law, insolvency law and practice as well as law relating to finance-related activity that is governed by the Consumer Credit Act. Analytical and systematic, you will have excellent problem solving and negotiation skills with good attention to detail when completing necessary reports and documentation.


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