Assistant Portfolio Manager

2 days ago

Pocklington, United Kingdom Aimee Willow Connex Full time

**PURPOSE OF THE ROLE**:

- Maintaining relationships with clients in the Group of Companies, ensuring excellent customer service is maintained at all times
- Administering letters of variation for all facility types including but not limited to loan roll forwards, providing asset refinance and reviews of existing facilities
- Daily monitoring of trends within your portfolio and proactively suggesting solutions to potential issues
- Long term retention of clients and mitigation of portfolio risk

**KEY RESPONSIBILITIES AND ACCOUNTABILITIES**:

- Proactively maintain all client relationships to ensure that we are their first choice for any future potential facilities
- Manage the risk of your portfolio by ensuring good communication with all operational and business development staff within the business
- Manage effectively and in accordance with policy and practice; the administration of ledgers, payment requests, monthly reconciliations and monthly management information
- Review client bank statement entries and request further information from clients if required
- Review cash collections and dilutions trends within your portfolio
- Review all facility documents to ensure a full understanding of the client’s risk profile
- Supporting the business with an excellent on boarding experience for the client by always maintaining a high level of customer service
- Support for the Operations and Brokerage team during times of peak activity
- Conduct 'know your customer’ checks on potential borrowers
- Raise any areas of concern in a timely manner to allow remedial action to be taken
- Input accurate and up to date information onto the Customer Relationship Management system
- Ensure the security documents related to each loan drawdown are signed and filed post completion
- Undertake adhoc project work and initiatives as directed
- Accompany Portfolio Manager to client meetings as required and produce client review documents to update the business on the client’s business.
- Review audit reports and follow up if required
- Provide client training on our operating system to assist with reconciliations
- Adhere to all Company policies and procedures
- Any other duties or projects commensurate with the level of responsibility of this role, for which the role holder has the necessary experience and/or training

**KEY SKILLS**:
**Communication skills**

**Relationship building - establish rapport**

Establish and maintain a professional + 'expert’ relationship with introducers, prospective clients, internal and external customers. Understand and show interest in client’s business and actively demonstrates being pivotal in the relationship between Operationsand Sales

**Listen and interpret information**

Good listening skills, understand how and when to action information

**Understand needs and provide excellent customer service**

See things from prospective clients, introducers, internal and external customers point of view; identify their needs and have a proactive approach to building and maintaining relationships

**Attention to detail**

Meticulous and tenacious in ensuring all work produced is accurate

**Develop solutions and problem solve**

Recommend appropriate and flexible solutions

**Take initiative**

Take responsibility for actions, seek opportunities to create new leads; manage time, prioritise work and plan ahead

**Numerate**

Demonstrate an ability to work with numbers and structure deals

**IT skills**

Intermediate Excel knowledge, good keyboard skills and competent user of other Microsoft Office programs including Power Point

**Commercial awareness and product knowledge**

Use, develop and sell products and processes; be proactive in acquiring knowledge of products

**Legal awareness**

Understand the importance of legal documentation and the impact on the company of ensuring these are correct

**REQUIREMENTS OF THE ROLE**:

- **Experience**:

- Proven experience of maintaining relationships in any finance environment desirable but not essential.
- **Skills -** Customer service skills and ability to work alone whilst being a team player.IT- Microsoft Office, in particular Excel. Numerate and literate. A good understanding of reading financial accounts. Problem solver and awareness ofrisk. Must have an "companypersonality".
- **Qualifications -**Educated to at least A Level standard and pass company aptitude test.
- **Full driving licence

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