Portfolio Support Specialist
Portfolio Support Specialist

Portfolio Support Specialist

Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support borrowers and manage a portfolio of loans in a dynamic real estate environment.
  • Company: Join Octopus, a mission-driven company changing the world through investment.
  • Benefits: Enjoy competitive salary, hybrid working, wellness support, and generous parental leave.
  • Why this job: Build your career in real estate while making a real impact on people's lives.
  • Qualifications: Real estate loan experience and strong communication skills are essential.
  • Other info: Be part of a diverse team that values inclusion and personal growth.

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. 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, including tasks across account management, case support, case reporting, customer data management and working with our trusted third-party solicitors and asset managers.

The team consists of 3 members. The residential portfolio team is looking for a loan portfolio professional to join us. 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?

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 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 are 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 Group

At Octopus, we pride ourselves on fostering a dynamic and inclusive work environment that empowers our employees to thrive. As a Portfolio Support Specialist, you will benefit from competitive salaries, generous parental leave, and a commitment to your professional growth through hybrid working arrangements and wellness initiatives. Join us in our mission to support innovative ideas and industries while enjoying the unique advantages of being part of a B Corp accredited company that values diversity and community impact.
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Contact Detail:

Octopus Group 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. 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.

✨Tip Number 3

Show off your problem-solving skills! Be ready to discuss how you've tackled challenges in previous roles, especially in customer service or loan management. Real-life examples make a big impact.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re keen on joining the Octopus team directly.

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 🫡

Show Your Real Estate Passion: When you're writing your application, let your enthusiasm for real estate shine through! Share any relevant experiences or projects that highlight your interest in the field. We love seeing candidates who are genuinely excited about what they do.

Tailor Your Application: Make sure to customise your application to fit the Portfolio Support Specialist role. Highlight your experience with loan management and customer service, and don’t forget to mention any specific skills that align with our job description. It helps us see how you’d be a great fit!

Be Clear and Concise: Keep your application straightforward and to the point. Use clear language and avoid jargon unless it’s relevant. We appreciate when candidates can communicate effectively, as it reflects the kind of customer service we aim to provide.

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 gives you a chance to explore more about life at Octopus while you’re at it!

How to prepare for a job interview at Octopus Group

✨Know Your Portfolio Inside Out

Before the interview, make sure you understand the basics of portfolio management, especially in real estate. Familiarise yourself with common loan structures and terminology, as well as the specific responsibilities mentioned in the job description. This will help you speak confidently about how your experience aligns with the role.

✨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 specific instances where you've tackled challenges in a fast-paced environment. Be ready to discuss your approach to problem-solving and how you’ve improved processes in previous roles. This will resonate well with their emphasis on a proactive and collaborative mindset.

✨Align with Their Values

Octopus values diversity, inclusion, and social responsibility. Research their B Corp status and be prepared to discuss how your personal values align with theirs. Showing that you understand and appreciate their commitment to stakeholders can set you apart from other candidates.

Portfolio Support Specialist
Octopus Group
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