Portfolio Manager

2 weeks ago

Edinburgh, Edinburgh, United Kingdom Close Brothers Full time £60,000 - £720,000 per year

Overall Summary
At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

Join the Close Brothers Property Team and make a real impact. You will play a key role in managing client accounts and building strong relationships with professionals, using your initiative to find practical solutions whenever opportunities arise. As part of our collaborative Property team, we are looking for someone who brings experience in maintaining full compliance and keeping records accurate and up to date. If you have excellent communication skills, a proactive mindset and a professional approach, we would love to hear from you.

Responsibilities

  • Carry out thorough due diligence on newly approved loan facilities, making sure every lending requirement is met and all credit controls and procedures are followed with care.
  • Take ownership of your Line Manager's loan portfolio, ensuring payments are processed and receipts recorded promptly and accurately.
  • Keep customer account records up to date in the Lending System, safeguarding the integrity of the Bank's data and working closely with colleagues in Credit, Finance and Operations.
  • Join internal and external meetings alongside your Line Manager, capturing key points, preparing minutes and producing clear follow-up actions and correspondence.
  • Support the preparation of Credit Committee papers and attend meetings to seek approval for new facilities, renewals and portfolio amendments and presenting papers.
  • Draft and issue Facility, Amendment and Renewal Letters, following up to ensure everything is completed smoothly.
  • Prepare payments for authorisation at the completion of new facilities or for stage and interim payments, confirming that all lending parameters and special requirements have been addressed and signed off by the right people.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:

  • Proven experience in building and maintaining strong customer relationships.
  • Self-assurance in prioritising tasks and managing your own workload, even when things get busy.
  • A self-driven approach with excellent time management skills.
  • A collaborative mindset and the ability to work effectively as part of a team.
  • Solid knowledge of Microsoft Office applications, especially strong skills in Excel.

We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back.

About Us
At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.

Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.

To find out more about Close Brothers, please visit our careers page:

To find out more about life at Close Brothers:

To find out more about our benefits:

To find out more about our commitment to creating an inclusive environment:
Our Responsibility - Diversity and inclusion ¦ Close Brothers Group

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