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The Role:
- Supporting clients during the life of the facility taking ownership and the lead for management of own portfolios.
- Management of the Portfolio Executive to ensure that all day-to-day administrative tasks are dealt with in a timely and efficient manner.
- Nurture and protect clients identified with clear action plans for generating new business and managing risk.
- Work closely with the BD team to successfully onboard clients, assisting with the pay out of facilities with solicitors.
The Responsibilities:
- Ensure that all portfolio reviews are dealt with in a timely manner.
- Use Power BI with action plans to be formalised 3months prior to a facility expiring.
- Take ownership for the collation of client documentation using the Portfolio Executive as support.
- Supporting the client journey liaising with multiple stakeholders both internal & external e.g., solicitors, accountants, introducers etc Ensure payments by DD represent >90% of own portfolio.
- Monitoring and management of risk on own portfolio (financial and general compliance).
- Adopt a right first-time approach to data entry and reporting across the core operating systems and the portal.
- Ensure that there is collaboration with the Portfolio.
- Executive in this area.
- Take the lead in monthly portfolio reviews and have ownership of individual portfolios with specific focus around the nurture and protect process.
- Promptly report any red flags or EWI's and use of dynamic risk ratings.
- Ability to capture buildings insurance documents, monitoring expiry dates and engaging clients in renewals on own portfolio.
- Take the lead with the management of the Portfolio Executive.
The Skills:
- Always providing an excellent standard of customer service.
- Maintain our reputation for speed of service whilst delivering excellent customer support.
- Develop and nurture internal & external stakeholder relationships.
- To show awareness of the risks relating to the products and loans on the portfolio.
- Striving for the best in everything you do - for yourself and the business.
- Process improvement suggestion and project participation.
- Team player - working collaboratively across the business.
