We are working with a well established lender, who are looking for a Portfolio Manager to join the growing team.
To be the first point of contact on all servicing matters for customers, brokers and internal colleagues
To process and manage requests from customers that may vary their original agreement in some way, such as extensions to a facility, consent to lease or part release of security.
To maintain a pipeline of these enquiries, acting as primary contact point for their applications
To issue a timely and quality response to all enquiries in line with the team’s service level requirements.
To manage and process these enquiries in accordance with policies and procedures
To work towards, obtain and maintain a decision mandate to authorise and approve customer enquiries without the need for referral.
Produce and provide administration documents for customers such as redemption statements
To maintain accurate customer records across the company’s databases and systems
To assist with any team or bank projects and undertake additional duties as required by management from time to time.