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Up to £60,000 plus bonus and benefits
Please note, this role is 5 days a week in the office in London
Due to rapid and exciting business growth, a fantastic opportunity has arisen for a Loan Portfolio Assistant to join a boutique financial services company based in central London. Our client, a specialist lending company, is seeking a Loan Portfolio Operations Manager with strong bridging and / or buy-to-let lending experience to work closely with the team to manage the loans portfolio.
Duties of the Loan Portfolio Operations Manager to include:
Loan File Auditing:
- Conduct comprehensive audits of new loan files, verifying legal documents and land registry titles.
- Ensure loan eligibility and security by analysing valuation reports and performing KYC checks.
- Manage cases post-underwriting, communicating with underwriters and preparing drawdown documents.
Loan Duration & Client Management:
- Provide timely client support, responding to inquiries within 4 hours and reviewing redemption statements.
- Maintain accurate loan records, including insurance and land registry details, ensuring ongoing compliance.
- Manage interest collections and review weekly reports for accuracy.
Loan Redemption & Investor Relations:
- Oversee loan redemption processes, coordinating with clients and solicitors, and managing defaulting cases.
- Prepare and review completion statements for both internal and external investors.
- Ensure accurate and timely month-end reporting.
Requirements for the successful Loan Portfolio Operations Manager:
- Proven experience in bridging or buy-to-let lending is essential.
- Highly organized with strong multi-loan management capabilities.
- Demonstrated analytical skills for complex loan data and trend identification.
- Meticulous attention to detail and accuracy with numerical data.
- Proficiency in KYC compliance tools (Experian, GBG, Smart Search, Lexus Diligence).
- Excellent written and verbal communication skills for stakeholder interaction.
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency
