Portfolio Manager

London

Hybrid

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.