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- Tasks: Manage portfolios and support clients in securing financial assistance for legal needs.
- Company: A well-funded financing company focused on the legal sector.
- Benefits: Negotiable salary, dynamic work environment, and opportunities for growth.
- Why this job: Be at the heart of operations and make a real impact in people's lives.
- Qualifications: Experience in credit/administration and strong customer service skills required.
- Other info: Join a small, collaborative team with a focus on innovation and success.
The predicted salary is between 36000 - 60000 £ per year.
We're seeking a talented individual to join our client's team and play a pivotal role in their mission to support consumers in securing the financial assistance they need. They are a small, but highly regarded and well-funded financing company with a particular focus on the legal sector. They provide financial solutions to clients as a way of funding their legal needs. They are now looking for an additional Portfolio Manager to join the team in London.
Responsibilities
- Validate new business applications.
- Conduct underwriting checks against agreed Credit Policy.
- Prepare credit proposals.
- Coordinate internal approvals.
- Proactively manage the end-to-end pipeline.
- Provide comprehensive reporting from initial inquiries to completed loans.
- Prepare loan documents.
- Assess drawdown requests.
- Obtain case updates from solicitors.
- Maintain complete and accurate case file records.
- Support the maintenance of our loan data systems.
- Provide essential reporting as required.
- Liaise with customers and partner firms via phone and email.
- Contribute as needed to support our team's success.
Qualifications
- Strong experience in a credit/administration role in a financial services business.
- Strong customer service ability and a good telephone manner.
- Good understanding of credit risk and consumer lending.
- IT-savvy with excellent MS Office skills and the ability to adapt to internal systems.
- Exceptional record-keeping skills and proficiency in maintaining internal databases.
- A strong academic record with a minimum of 5 A-C GCSEs.
- Organized, self-motivated, and competent at diary management.
Desirable Skills
- Experience working in a start-up environment.
- Working knowledge of the UK litigation legal sector, preferably family or private client law.
- Experience in managing a portfolio of cases end-to-end.
Portfolio manager employer: CBS Butler
Contact Detail:
CBS Butler Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio manager
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their mission and values, especially since they focus on supporting consumers in the legal sector. Tailor your answers to show how you can contribute to their success.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience in credit and administration roles clearly and confidently. Highlight your customer service skills and how you can manage a portfolio effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Portfolio manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Manager role. Highlight your experience in credit and administration, and don’t forget to showcase your customer service skills. We want to see how you can contribute to our mission!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your background aligns with our focus on supporting consumers in the legal sector. Keep it engaging and personal!
Showcase Your Skills: Don’t just list your skills; demonstrate them! Provide examples of how you've successfully managed portfolios or conducted underwriting checks in previous roles. We love seeing real-life applications of your expertise.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at CBS Butler
✨Know Your Numbers
As a Portfolio Manager, you'll need to demonstrate your understanding of credit risk and consumer lending. Brush up on key metrics and be ready to discuss how you've successfully managed portfolios in the past. This shows you’re not just familiar with the theory but have practical experience too.
✨Showcase Your Customer Service Skills
Since the role involves liaising with customers and partner firms, it’s crucial to highlight your customer service abilities. Prepare examples of how you've handled challenging situations or provided exceptional service in previous roles. This will help you stand out as someone who can maintain strong relationships.
✨Be IT Savvy
The job requires excellent MS Office skills and adaptability to internal systems. Make sure to mention any relevant software or tools you’ve used in the past. If you have experience with loan data systems or similar platforms, be ready to discuss how you utilised them effectively.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and decision-making process. Think of scenarios where you had to validate business applications or manage a pipeline. Practising these responses will help you articulate your thought process clearly during the interview.
