Job Reference:: malfr21 Job Title:: Portfolio Manager Location:: NE Eng Salary:: GBP: 30000 - GBP: 40000 Per Annum Description Our client is an Alternative Business Finance company, providing fast, flexible and innovative solutions for the SME market.
They are looking for a bright and motivated Portfolio Manager to join their highly successful team.
- Working closely with the existing Business Finance team - - Manage a portfolio of circa 40 Business Finance clients, taking responsibility for all aspects of the client relationship
- - Working alongside the Director or Business Development Manager in new client acquisitions
- - Attending joint visits with the prospect
- - Producing Heads of Terms
- - Preparation of the Credit Paper for sign-off by Credit
- - Liaising with solicitors to produce legal documentation
- - Satisfactory completion of all AML requirements
- - Liaising with stakeholders to ensure satisfaction of any Conditions Precedent
- - Ongoing risk management of the facility:
- - Monitoring of monthly payments and reacting promptly to any defaults
- - Analysing monthly management accounts and responding to any trends
- - Ensuring buildings insurance renewals are completed promptly and our interest noted, where applicable
- - Escalating any concerns to Head of Portfolio Management or Director
- - Proactively monitoring expiry of facilities, agreeing strategy for repayment or renewal
- - Working with existing clients and network to drive new business referrals
- Finance industry experience essential, including a detailed understanding of financial accounting, business finance and risk management
- Excellent communication and negotiating skills
- Exceptional organisation and planning
- Act with integrity at all times
- Ability to work under-pressure, to tight timeframes and deadlines
- Ambitious and driven
- Collaborative with a positive, can-do attitude
This is a great opportunity to part of a solid and growing business with a real can-do attitude and strong values around lending.
Please send you cv to Mark Lyons firstname.lastname@example.org or call 07790808904 for a confidential discussion.