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    Portfolio Executive - Manchester, United Kingdom - M2 Professional Recruitment Services

    M2 Professional Recruitment Services
    M2 Professional Recruitment Services Manchester, United Kingdom

    2 weeks ago

    Default job background
    Full time Accounting / Finance
    Description

    Our client, a rapidly growing provider of funding solutions to businesses requires a Portfolio Executive to join their team in Manchester.

    Key responsibilities:

    • Assist in the management of a portfolio of circa 25 clients, taking responsibility for all aspects of the client relationships. Lending arrangements will typically be property backed.
    • Client 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.
    • 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.
    • Supporting Portfolio Managers on client visits.

    This is a fantastic opportunity to join a rapidly developing and innovative provider of bespoken funding solutions to businesses. As a result you must be driven, focused and keen to succeed in a fast paced business environment.

    Finance industry, specifically Property Finance experience is preferable, including a detailed understanding of financial accounting, business finance and risk management.

    Competitive salary plus bonus potential based on reviewed performance and a range of additional benefits including: 28 days annual leave plus bank holidays, pension Scheme and Private Medical Insurance.


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