Portfolio Executive - Property Finance - M2 Professional Recruitment Services Ltd : Job Details

Our client, a rapidly growing provider of funding solutions to businesses requires a Portfolio Executive to join their team in Manchester.

Key responsibilities:

• Assist in the management of a portfolio of circa 25 clients, taking responsibility for all aspects of the client relationships. Lending arrangements will typically be property backed.
• Client 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.
• Completing Land Registry and Credit searches.
• Debt Verification - in-house or at a client’s premises.
• Maintenance of live files, including collection, processing and analysing of MI and bank statements.
• Supporting Portfolio Managers on client visits.

This is a fantastic opportunity to join a rapidly developing and innovative provider of bespoke funding solutions to businesses. As a result you must be driven, focused and keen to succeed in a fast paced business environment.

Finance industry, specifically Property Finance experience is preferable, including a detailed understanding of financial accounting, business finance and risk management.

Competitive salary plus bonus potential based on reviewed performance and a range of additional benefits including: 28 days annual leave plus bank holidays, pension Scheme and Private Medical Insurance.