Portfolio Executive - Leeds, United Kingdom - M2 Professional Recruitment Services Ltd

M2 Professional Recruitment Services Ltd
M2 Professional Recruitment Services Ltd
Verified Company
Leeds, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Our client, one of the UKs leading providers of Business Lending solutions, within the SME market are looking to bring on a bright, driven individual to join their team in Leeds as a Portfolio Executive.


Key Responsibilities:


  • Provide day to day support to the Heads of Portfolio Management and Portfolio Managers.
  • Deliver excellent customer service, responding to queries promptly and efficiently.
  • Specific responsibilities include:
  • Processing client assignments, schedule uploading and overpayment requests.
  • Client and debtor maintenance, including preparation of documentation for amendments and funding parameters.
  • Assisting in the new client takeon process:
  • Preparation of customer files for new clients.
  • System and bank account set up.
  • Interfactor transfers.
  • Completing Land Registry and Credit searches.
  • Debt Verification inhouse or at a client's premises.
  • Maintenance of live files, including collection, processing and analysing of MI and bank statements.
  • Dealing with client terminations and assisting in any collect outs.
  • Supporting Portfolio Managers on client visits.

Key Requirements:


  • Financial industry experience preferred.
  • Strong attention to detail and a high level of accuracy.
  • Excellent communication skills, both oral and written.
  • Exceptional organisational skills.
  • Act with integrity at all times.
  • Ability to work to tight timeframes and deadlines.
  • Operate proactively, taking responsibility and ownership for own workload.
  • Strong focus on personal development and learning.
  • A teamplayer with a positive, cando attitude.
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