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- Tasks: Lead a team in managing loan servicing and compliance for UK SMEs.
- Company: Recognise Bank, a modern bank focused on supporting UK SMEs with tailored solutions.
- Benefits: Competitive salary, flexible working, and opportunities for personal growth.
- Why this job: Join a dynamic team making a real difference in the banking sector.
- Qualifications: Experience in portfolio management and strong organisational skills.
- Other info: Be part of a values-driven culture that prioritises integrity and impact.
The predicted salary is between 36000 - 60000 £ per year.
Hello, We are Recognise Bank; a modern business bank built to support the UK’s SMEs with tailored lending and savings solutions. Founded in 2017 by experienced business owners, we set out to challenge traditional banking by offering more flexibility, understanding, and practical support to help businesses thrive. Since receiving our banking licence in 2021, we’ve built a loyal customer base and a strong, diverse team that puts people first. Our vision is building stronger futures with bespoke financial solutions. We understand that no two financial needs are the same, which is why we work closely with UK SMEs and individuals to unlock potential others often overlook.
Through smart, flexible lending and savings products, we’re here to build and grow stronger futures for lasting success. Our values shape how we work and grow together:
- Can do, will do: We take ownership, solve problems, and adapt as our customers’ needs evolve.
- Be brilliant: We show up with curiosity and energy, always striving for better.
- Do the right thing: We act with integrity, responsibility, and care in everything we do.
- Make a difference: We focus on impact, helping our customers, colleagues, and communities succeed.
About the role: As a Team Lead – Portfolio Management supports the day-to-day servicing and monitoring of the loan book, including covenant testing, compliance reporting, restructures, extensions, redemptions, arrears, and collections. The role is focused on operational execution, customer outcomes, and maintaining accurate records using internal systems.
Key Responsibilities:
- Manage the progression of servicing tasks across the loan lifecycle, including variations, redemptions, and extensions.
- Conduct covenant testing and contribute to compliance reporting to ensure ongoing monitoring of borrower obligations.
- Support the management of accounts in arrears, ensuring early engagement and resolution in line with policy.
- Support restructuring efforts, including extensions and redemptions.
- Assist in recovery efforts for non-performing loans, working with internal and external stakeholders.
- Maintain accurate records and workflows using internal systems, including nCino.
- Monitor task completion against SLAs and escalate issues as needed.
- Collaborate with Risk, Compliance, and Legal to ensure servicing activities meet regulatory and policy standards.
- Contribute to process and system improvement initiatives to enhance efficiency and customer experience.
Corporate Responsibilities:
- Read and follow all relevant company policies and procedures.
- Adhere to all risk-related responsibilities applicable to your role, as set out in the Risk Management Policy.
- Abide by all compliance and financial crime related policies, procedures and reporting obligations applicable to your role.
Portfolio Operations Team Lead in Milton Keynes employer: Recognise Bank
Contact Detail:
Recognise Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Operations Team Lead in Milton Keynes
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want to see how you align with our mission at Recognise Bank, so be ready to share how your skills can contribute to building stronger futures.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or use online resources to get comfortable with common questions. We believe that being well-prepared can really set you apart from the competition.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. We appreciate candidates who take that extra step to express their interest.
We think you need these skills to ace Portfolio Operations Team Lead in Milton Keynes
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Portfolio Operations Team Lead role. Highlight your experience in managing loan servicing tasks and any relevant compliance work to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about supporting SMEs and how your values align with ours. Be sure to mention specific examples of how you've made a difference in previous roles.
Showcase Your Problem-Solving Skills: In your application, don’t shy away from sharing instances where you’ve taken ownership and solved problems. We love candidates who can adapt and think on their feet, so let us know how you’ve done this in the past!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Recognise Bank
✨Know the Company Inside Out
Before your interview, take some time to really understand Recognise Bank's mission and values. Familiarise yourself with their approach to supporting SMEs and how they challenge traditional banking. This will not only show your genuine interest but also help you align your answers with their core principles.
✨Demonstrate Your Problem-Solving Skills
As a Portfolio Operations Team Lead, you'll need to showcase your ability to manage complex situations. Prepare examples from your past experiences where you've successfully navigated challenges, particularly in loan management or compliance. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly.
✨Highlight Your Collaborative Spirit
Recognise Bank values teamwork and collaboration. Be ready to discuss how you've worked with different teams, such as Risk, Compliance, and Legal, to achieve common goals. Share specific instances where your collaborative efforts led to improved outcomes, especially in servicing tasks or process improvements.
✨Prepare Questions That Matter
At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful queries that reflect your understanding of the role and the company. For example, you could ask about their approach to continuous improvement in customer experience or how they measure success in portfolio management. This shows you're engaged and forward-thinking.
