Portfolio Case Manager - Liverpool, United Kingdom - Page Personnel Finance

Page Personnel Finance

Verified Company

Liverpool, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Page Personnel are working hand in hand with this growing financial services business to recruit for a portfolio case manager.

Working within a small yet efficient team, this is great opportunity in a growing business in Bootle.

Client Details

This financial services business is a specialist within their area, they strive to always please their customer and develop the business.

This business are a privately owned business giving them a real great culture and ability to progress and nurture theirstaff.

Description
This portfolio case manager role will include the following:

Administrate all new and existing loans including case set up and issuing introductory correspondence to borrowers to include;
General administration of electronic files, ensuring all required legal documents are on file and all correspondence received is organised correctly.
Proactively monitor and review loans, taking appropriate action where a risk has been identified that could affect the performance and redemption of the loan.
Carry out midterm searches for all loans.
Monitor waypoints, key events and loan conditions during the term of the loan.
Monitor interest payment schedule and pursue and record payments.
Identify loans that may exceed their agreed loan term and alert the Head of Portfolio Management with options for remedial action.
Dealing with any breaches or noncompliance of the loan terms.

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