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Job Location | Leeds |
Education | Not Mentioned |
Salary | £18,000 - £25,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
This business is an Alternative Business Finance company, providing fast, flexible and innovative solutions for the SME market.They are always looking for bright and motivated individuals to join our highly successful team and become part of our growth story.Portfolio Executive • Location Leeds, United Kingdom• Hours Full-Time• Salary £22k - 25k depending on experience• Annual Leave 28 days plus bank holidays• Benefits Pension Scheme; Death-in-Service Benefit; Private Medical InsuranceThe Role • Working closely with existing Business Development and Relationship Management team• Provide day to day support to the Heads of Portfolio Management and Portfolio Managers• Deliver excellent customer service, responding to queries promptly and efficiently• Specific responsibilities include:o Processing client assignments, schedule uploading and overpayment requestso Client and debtor maintenance, including preparation of documentation for amendments and funding parameters• Assisting in the new client take-on process: Preparation of customer files for new clients System and bank account set up Interfactor transfers Completing Land Registry and Credit searcheso Debt Verification - in-house or at a client’s premiseso Maintenance of live files, including collection, processing and analysing of MI and bank statementso Dealing with client terminations and assisting in any collect outso Supporting Portfolio Managers on client visitsThe Candidate • Financial industry experience, preferred but not essential• Strong attention to detail and a high level of accuracy• Excellent communication skills, both oral and written• Exceptional organisational skills• Act with integrity at all times• Ability to work to tight timeframes and deadlines• Operate proactively, taking responsibility and ownership for own workload• Strong focus on personal development and learning• A team-player with a positive, can-do attitude Required skills
Keyskills :
Business Development Communication Skills Documentation Relationship Management Bright