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Portfolio Coordinator - Bridging Finance

Employer
KFS Recruitment
Location
UK
Salary
Competitive
Closing date
8 Dec 2021

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Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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Portfolio Coordinator

Bridging Finance

Liverpool

We are pleased to be working with a specialist bridging lender with a reputation for service excellence, on their search for a Portfolio Coordinator. The experienced team can handle standard bridging cases through to the more specialist or complex. What sets us apart is our common sense, collaborative and transparent approach, competitive product proposition and dedication to service excellence.

An exciting opportunity has arisen for a Portfolio Coordinator to join our fast paced, exciting and growing business, to support the Head of Portfolio Management to manage post-completion accounts from funding to redemption.

Responsibilities:
  • Ensure all loans complete with the original terms by implementing any account management and redemption strategies.
  • To support the Head of Portfolio Management developing and designing reports with financial implications that can be presented to the Hope Capital Board.
  • Monitor the progress of loans through their term.
  • Proactively review loans coming up to redemption, taking appropriate action to improve collections performance.
  • Monitor waypoints, key events and conditions during the term of the loan.
  • Gather information, identify issues and propose remediation plans.
  • Maintain data systems for management information and investment reports.
  • Liaise with brokers for redemption documentation and figures.
  • Prepare redemption statements.
  • Build relationships with Key Partners .
  • Identify any risks to the business.
  • Follow standard post-completion processes.
  • Identify new processes and procedures to enhance the business.
  • Monitor, collect and log interest payments onto the system.
  • Proactively review loans coming up to redemption, taking appropriate action to improve account and portfolio performance.

Essential Skills:
  • Excellent organisational and communication skills.
  • Attention to detail with data and policy adherence.
  • Flexibility, determination, enthusiasm and the ability to work well under pressure.
  • Good Microsoft Office skills, including use of Excel spreadsheets.
  • Strong sense of urgency and dedicated work ethic.
  • Excellent numeracy skills.
  • Ability to review and challenge documentation.
  • Ability to build and maintain relationships with third parties.
  • Good team player and able to work on own initiative.

Desirable Skills:
  • Background in financial services.
  • Understanding and awareness of GDPR and legislative requirements.
  • Ability to identify problems and propose remediation.
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