Senior Portfolio Onboarding Analyst

Lowell Group
19 Mar 2017
18 Apr 2017
Contract Type
Full Time

Job Title: Senior Portfolio Onboarding Analyst

Location: Leeds

Salary: £28,000 to 31,000 dependent on experience + 3% flexible benefits + on target bonus of 10% + contributory pension

At Lowell we work with our customers to improve their financial well-being. We take the time to get to know each customer and better understand their individual circumstances, working out the best payment plan for them. Our personal approach is why we’ve been awarded an Exceptional 3 star rating by Investor in Customer for the last two years and why we’re one of the UK’s leading debt management companies.

We’re now looking for a Senior Portfolio Onboarding Analyst to join our growing team.

You’ll be responsible for:

  • Owning and leading the transition of data for new purchased debt portfolio acquisitions.

  • Diligently conducting analysis and data mapping of purchased portfolios and existing acquisitions.

  • Co-ordinating with stakeholders (Sales; Pricing; Ops) and external Clients to gain the best possible data file for each portfolio whilst driving data integrity up in order to reduce disputes and associated complaints downstream.

  • Presenting data integrity meetings, as part of the Portfolio Onboarding process to senior management and stakeholders (Exec/Leadership Team members).

  • Identifying and delivering opportunities to optimize and continuously improve the Onboarding process, SAS suite and BookOn infrastructure.

  • Supporting the wider business as a source of expertise regarding Onboarding data, mappings and all associated Recourse, Append and Pre Cleanse process and code.

  • Work with management to design and implement management information (MI) for BookOn to monitor the tracking and progress of Portfolios.

  • Review and validate the content and quality of data files provided prior to onboarding, from clients, Acquisitions, and Pricing.

  • Build and maintain liaison with Clients directly (or Acquisitions Manager if a spot sale) in order to resolve data quality issues, and where possible take remedial actions to avoid a halted portfolio at BookOn, making recommendations for improvement later.

  • Ensure full understanding of new portfolio purchases, from due diligence through to purchase.

  • Use of SAS to perform regular portfolio onboarding tasks in accordance with priorities agreed with Portfolio Onboarding Manager.

  • Maintain the data configuration mappings and business rules for the onboarding process.

  • Maintain the Onboarding process improvement log, identifying and logging required business changes and process improvements.

  • Work with the SAS Developer to design, implement and test required changes and identified improvements.

  • Maximise the accurate identification of recoursable / exceptional accounts at the point of onboarding.

  • Quality assurance and sign-off of files loaded by the Portfolio Onboarding Analysts; verify that portfolios conform to agreed data loading.

  • Quality assurance and sign off for Contract Summary data and DCA authorities to ensure accuracy of downstream processes.

  • Support in business projects as required, e.g. onboarding of in situ portfolios.

You’ll need to evidence the following experience, qualifications and skills:


  • Competent working with large data sets.

  • Experience of translating complex datasets into business interpretation.

  • Advanced knowledge of Excel.

  • Data analytical skills are essential, with high attention to detail within data configurations.

  • Delivering high quality work, at high volumes, under pressure.

  • Proven ability to prioritise and manage multiple tasks to tight deadlines.

  • Strong logical and investigative skills.

  • Self-motivated and with high levels of autonomy.

  • Strong SAS skills and SQL desirable.

  • Strong knowledge of Microsoft Office.

  • Effective communicator to translate the complex data to less data able stakeholders.


  • Desirable: experience with data manipulation & SAS (ideally SAS certified).

  • Good analytical skills to recognise issues and the knowledge to identify and recommend the correct course of action.

  • Keen commercial understanding.

  • Stakeholder management.

  • Team Player who is dedicated to achieving the team and business goals.


  • Proven attention to detail, preferably in a previous analytical role

  • Demonstrable investigative & logical thinking capability, when analysing reports

  • Strong organisation skills with the ability to prioritise tasks

  • Strong written and verbal communication skills

  • High working knowledge of Microsoft Excel (SAS & SQL desirable).

  • Effective presentation skills (relating to reports/data produced).

The Benefits:

  • Competitive salary with annual bonus

  • Contributory pension

  • 3% flexible benefits - including cycle to work, critical illness, dental insurance, childcare vouchers, travel insurance, dining club, retail discounts and the option to buy up to one week’s worth of holiday subject to start date

  • Free shuttle bus from Leeds City Centre

  • Subsidised on-site restaurant

  • Free on-site gym

  • Excellent coaching and training

If this sounds like the role for you, and you’re eligible to work in the UK we’d love to hear from you.

So, apply today - what have you got to lose?!