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- Managing a portfolio of clients, loan repayments and investor’s funds
- Managing defaults and loans receivership, redemption statements and resolving issues
- Loan extensions: Assess affordability, obtain agreements, update Excel spreadsheets, client files and payment plans
- Create statements, calculating interest and including all fees
- Handling lender fund drawdowns and processing further advances, post underwriting approval
- Monitor financial risk, conduct portfolio audits and produce detailed reports for the credit committee
- Drive funder and investors audits. Ensuring spreadsheets are up to date and accurate
- Chase missed payments and communicate with borrowers regarding late fees and repayment schedules
- Strong experience of portfolio or ledger management
- Experience in risk assessment and mitigation within a lending environment
- Ability to analyse complex financial date and create structures reports
- Positive can do attitude
- Assertive
- Willingness to learn
- Excellent attention to detail and accuracy
- Advanced Microsoft Excel
- Excellent communication and negotiation skills
- Strong organisational and time-management skills
