Portfolio Support Specialist
Portfolio Support Specialist

Portfolio Support Specialist

Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
O

At a Glance

  • Tasks: Manage a portfolio of loans and provide exceptional customer support.
  • Company: Join Octopus, a mission-driven company changing the world through investment.
  • Benefits: Competitive salary, untracked holiday, hybrid working, and wellness support.
  • Why this job: Build your career in Real Estate while making a real impact.
  • Qualifications: Experience in Real Estate loans and strong communication skills required.
  • Other info: Diverse and inclusive workplace with excellent growth opportunities.

The predicted salary is between 36000 - 60000 £ per year.

At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world. We think working here is great, but we’re understandably biased.

This is an ideal opportunity for someone who wants to build on their career within Real Estate. We support both internal and external stakeholders, working closely with the Credit and Sales teams and perform a wide variety of functions to support our borrower, this includes tasks across account management, case support, case reporting, customer data management and working with our trusted third-party solicitors and asset managers.

You will be part of a team of 3. The residential portfolio team are looking for a bridging loan portfolio professional to join our team. The successful candidate will enhance our borrower journey by providing support for our live loans until they redeem.

Key Responsibilities
  • Manage a portfolio of 200 loans.
  • Handle post-completion tasks to ensure smooth operations.
  • Deliver exceptional customer service via calls and emails.
  • Maintain proactive communication with borrowers and brokers.
  • Monitor loan performance, manage arrears, and recommend strategies for defaults.
  • Instruct solicitors, receivers, and other third parties when needed.
  • Forecast redemptions and liaise with Finance.
  • Collaborate with Credit and Sales teams on security releases, drawdowns, extensions, and new loans.
  • Support business projects and audits with data compilation.
Qualifications
  • Essential: Real Estate loan experience; operational/customer service background preferred.
  • Experience with solicitors, asset managers, and detailed loan documentation.
  • Strong attention to detail, organisation, and communication skills.
  • Highly proactive, collaborative, and customer-focused.
  • Ability to present loan data and KPIs internally.
  • Problem-solving mindset and process improvement approach.
  • Comfortable in a fast-paced environment with strong prioritisation skills.
  • Flexible, resilient, and team-oriented.
  • Confident in challenging the status quo and driving change.

We encourage you to apply even if you don’t tick every box. What’s the worst that can happen?

Additional Information

What we offer:

  • A competitive salary, bonus, pension and share incentive plan.
  • Untracked holiday.
  • Hybrid working – most of our people spend 3 days a week in the office.
  • Anchor (our wellness hub) which includes Headspace, one to one coaching through Wellness Cloud, Digital GP & more.
  • Up to 6 months paid parental leave regardless of gender.
  • Life insurance, critical illness cover and income protection.
  • Private medical insurance for you and your family.
  • Electric vehicle leasing.
  • The option to work overseas up to a month per year.

At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp and to change our Articles of Association so that the interests of all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.

We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio-economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves.

We’re proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt-in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.

Portfolio Support Specialist employer: Octopus Capital

At Octopus, we pride ourselves on being an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration. With a strong commitment to employee well-being, we provide competitive salaries, untracked holiday, and hybrid working options, alongside unique benefits like wellness coaching and electric vehicle leasing. Our inclusive culture encourages personal and professional growth, making it an ideal place for those looking to advance their careers in Real Estate while contributing to meaningful change.
O

Contact Detail:

Octopus Capital Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Support Specialist

✨Tip Number 1

Network like a pro! Reach out to people in the real estate sector, especially those who work at Octopus or similar companies. A friendly chat can open doors and give you insider info that could help you stand out.

✨Tip Number 2

Prepare for the interview by knowing your stuff! Research Octopus, their values, and recent projects. This shows you’re genuinely interested and ready to contribute to their mission of changing the world.

✨Tip Number 3

Show off your problem-solving skills! Think of examples from your past experiences where you tackled challenges, especially in customer service or loan management. This will highlight your proactive approach and fit for the role.

✨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 take the initiative to connect directly with us.

We think you need these skills to ace Portfolio Support Specialist

Real Estate Loan Experience
Customer Service Skills
Attention to Detail
Organisational Skills
Communication Skills
Proactive Approach
Collaboration Skills
Data Presentation Skills
Problem-Solving Mindset
Process Improvement
Prioritisation Skills
Flexibility
Resilience
Team Orientation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Portfolio Support Specialist role. Highlight your real estate loan experience and any customer service roles you've had, as these are key for us.

Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about this position and how you can enhance our borrower journey. Be specific about your problem-solving mindset and how you’ve driven change in previous roles.

Showcase Your Communication Skills: Since you'll be delivering exceptional customer service, make sure your application showcases your strong communication skills. Use clear and concise language, and don’t forget to proofread for any errors!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive!

How to prepare for a job interview at Octopus Capital

✨Know Your Portfolio Inside Out

Before the interview, make sure you understand the basics of managing a loan portfolio. Familiarise yourself with common terms and processes related to bridging loans, as well as the specific responsibilities mentioned in the job description. This will help you speak confidently about how your experience aligns with their needs.

✨Showcase Your Customer Service Skills

Since the role involves delivering exceptional customer service, prepare examples from your past experiences where you successfully managed client relationships or resolved issues. Highlight your proactive communication style and how it contributed to positive outcomes for borrowers or stakeholders.

✨Demonstrate Problem-Solving Abilities

Think of scenarios where you faced challenges in your previous roles, especially in fast-paced environments. Be ready to discuss how you approached these problems, what strategies you implemented, and the results. This will show that you have the mindset they’re looking for in a candidate.

✨Align with Their Values

Octopus values diversity, inclusion, and stakeholder consideration. Research their B Corp accreditation and be prepared to discuss how your personal values align with theirs. This could be a great opportunity to express your commitment to creating an inclusive workplace and how you can contribute to their mission.

Portfolio Support Specialist
Octopus Capital

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

O
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>