Portfolio Manager

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Job Overview

CRS, a leading challenger bank, is currently seeking a Portfolio Manager. This position is located in Central London and operates within a hybrid work model, allowing a flexible approach to office and remote work.

The Portfolio Manager will be responsible for acting as the primary point of contact for customers, brokers, and internal teams. This role focuses on the management and servicing of loans within the Development Finance sector.

Key Responsibilities

The Portfolio Manager will have a variety of key responsibilities, including:

• Manage and resolve inquiries from customers, brokers, and internal teams.
• Oversee loan agreement variations and security releases.
• Ensure timely repayments for accounts nearing term completion.
• Mitigate risks and monitor early warning indicators.
• Champion best practices and deliver positive customer outcomes.
• Collaborate with internal and external partners.

This role is multifaceted, ensuring that the Portfolio Manager is not only reactive to incoming queries but also proactive in maintaining the quality and compliance of managed accounts.

Required Skills and Qualifications

To be considered for the Portfolio Manager position, candidates should possess the following:

• A minimum of 3 years of experience in a customer service role, preferably within the financial services sector.
• Strong knowledge of servicing, financial regulation, and risk management.
• Proficiency in Microsoft Word and Excel at an intermediate level, necessary for documentation and reporting.
• Excellent communication and relationship-building skills, crucial for interacting with various stakeholders.
• The ability to make informed decisions and manage complex queries independently.

Additionally, desirable traits include experience with lending mandates and Real Estate Finance, particularly within the realm of Development Finance, as well as collections experience and a solid understanding of financial regulations.

Salary Information

While specific salary details were not disclosed in the job description, roles like Portfolio Manager typically offer competitive compensation within the financial services sector, often influenced by prior experience and qualifications. As the position is with a challenger bank known for tailoring financial solutions, this suggests potential for a salary that reflects industry standards.

Why Join CRS?

This opportunity presents an excellent chance for the right candidate to develop a rewarding career within a dynamic and supportive environment. CRS emphasizes growth potential and aims to imbue its employees with the potential to make a significant impact in its targeted markets. Candidates can expect to work in an environment that encourages career development and personal growth, where one can be integral to the bank's success.

The Portfolio Manager position fosters an environment where proactive individuals can thrive by addressing customer needs effectively while also having the opportunity to impact the bank’s operational strategies positively. The combination of responsibilities and growth potential makes this a compelling opportunity for those looking to step into a significant role in the financial services industry.

In summary, if you are a proactive, customer-oriented individual with a solid foundation in financial services and a passion for creating positive outcomes for clients, the Portfolio Manager role at CRS could be the perfect next step in your career journey.

This job offer was originally published on jooble.com