Portfolio Monitoring Executive

Portfolio Monitoring Executive

Cardiff or Llanelli

£Competitive Salary

We now have an exciting opportunity for a Portfolio Executive to proactively monitor portfolio debt investments made, minimising the risk of financial loss and maximising the profit.

You’ll manage a portfolio of loans, developing a plan of action and maintaining accurate reports, ensuring regular contact with clients. With excellent communication skills you will build close working relationships internally and with external business introducers and service providers to increase their market knowledge and ability to provide added value to portfolio clients. You will ensure a comprehensive understanding of the portfolio is maintained through routine monitoring and contact and where investments have been identified as either being at risk or having significant growth potential, make suitable cross references to the most appropriate portfolio team or external providers. You’ll also take on follow-on lending responsibilities.

We are looking for a self-motivated candidate with well-developed interpersonal and problem-solving ability. You will have experience of working in a relationship management role within a bank or similar financial environment and in particular experience of analysing financial information. You’ll be results focused with the ability to prioritise and organise work under pressure, meeting set targets. A full driving license is also required.