Portfolio Finance Officer
5 days ago
**Portfolio Officer ( Management Accountant / Financial Analyst )**
**Tonbridge**
**£25,000 - £32,000 per annum + excellent benefits**
**Office Hours - Full Time 35 hours - 9-5pm; Hybrid working available for all the employees, 1-2 days in office, then working remotely/from home for the remaining days.**
**Benefits - 25 days holiday + Bank Holidays, Private Medical Insurance, Competitive Pension +**
Do you have experience of Business lending and credit analysis? Do you have the ability to interpret budgets? Do your analytic skills include review of annual reports and management accounts?
If so, our client, based in Tonbridge are looking for a new team member due to an internal promotion. Working within this small team of 4, but based within a large company and communicating daily with the internal lending services team, credit and savingteams.
**_What is the role?_**
You will be responsible for the management of a Portfolio of accounts within the Portfolio Management Unit, ensuring timely completion of annual reviews, receipt and review of management information and general account administration including respondingto enquiries from customers.
- **Day to Day Duties**:_
- Ensure that management information for allocated accounts is received by the due date.
- Review of management information received.
- Action day-to-day enquiries from existing borrowers assigned to the department, for example, requests for redemption figures, statements and revaluations.
- Work with colleagues in Credit and Lending Services to ensure that revaluations are undertaken as required by the Bank's Credit Policy.
- Contact borrowers for the purpose of generating further business either directly or from referrals.
- Other ad-hoc duties as required by the Head of Department
- **What skills do I need?**_
Proven skills from a Financial Services / Banking background would be ideal for this role; and proven skills within analysis of balance sheets and financial data. You will need to have a good standard of Ms Office and have persistence, an eye for detailand ability to complete projects and keep to deadlines.
This role is being managed by Debbie Foster - Office Angels Tunbridge Wells
- Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
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