Portfolio Specialist

Company Description

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 bias. Click here to explore Life at Octopus.

Job Description

What\’s in it for you?

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.

The team

You will be part of a team of 3. The residential portfolio team are looking for an abridging 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.

Ideally you\’d have

• 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

Our Values

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 (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests 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.