Back to search
Portfolio Manager - Loan Servicing
Location: Liverpool City Centre
Salary: £28,000 - £35,000 - Hybrid Working
About us
My client is a bridge lending business that specialises in providing short term finance to small and medium-sized property developers, traders, and investors. All loans are typically secured against completed or refurbished residential properties, as well as certain commercial projects. My client has experienced significant growth and now has a combined group loan book approaching £50m.
As they enter an exciting stage of their business, they are now seeking to hire a Portfolio Manager / Client Relationship Manager to join their team.
About the Role
The role is based in central Liverpool, and they are seeking an experienced Portfolio Manager / Client Relationship Manager to lead and manage post-loan completion activities within their lending operations. This role is crucial to ensuring smooth operational management of arrears, redemptions, progress checks, and other post-completion tasks.
The Portfolio Manager / Client Relationship Manager will play a critical role in supporting the business in achieving its strategic goals and fostering an environment of continuous improvement within the team.
Experience
A minimum of 2-3 years’ experience in a loan servicing, collections, or related financial services role.
In-depth knowledge strong understanding of loan products, mortgages, business loans, and understanding of post-loan processes such as redemptions, arrears management, and payment schedule as the role will include:
- Monitoring and addressing arrears.
- Managing loan redemptions.
- Conducting progress checks on ongoing loan activities.
- Ensuring timely follow-up and resolution of post-completion issues.
- Effective communication skills, adept at liaising with clients and internal teams, building relationships, and managing difficult conversations, particularly regarding arrears or missed payments.
- Ability to manage multiple client accounts and deliver tailored solutions for different client needs along with the ability to find solutions to client problems and be able to resolve issues quickly and efficiently.
- Understanding of operational processes, particularly post-loan completion, such as ensuring correct loan repayments, maintaining accurate records, and processing redemptions.
- Ability to identify and implement process improvements to enhance client satisfaction and internal efficiencies.
- Strong organisational skills and attention to detail
- Ability to assess and understand financial documents, loan agreements, and repayment schedules.
What we offer
- 25 days annual leave plus bank holidays
- Annual company related bonus (Discretionary)
- Car parking
- 37.5 hours per week (Monday - Friday)
- Hybrid working
- Opportunity for career progression and growth
- Team socials
- Modern offices, just a 10-minute walk from central Liverpool
- Accessible to public transport
