Portfolio Operations Assistant in Milton Keynes

Scout Milton Keynes, England, United Kingdom

Portfolio Operations Assistant

Scout Milton Keynes, England, United Kingdom

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We provide flexible financial solutions designed to help businesses and individuals grow and succeed.

Established by experienced business owners, we offer a practical alternative to traditional banking, combining tailored lending and savings products with hands‑on support. Since receiving our banking licence, we have built a loyal customer base and a strong, diverse team committed to helping clients achieve their financial goals.

Our approach focuses on understanding each customer’s unique needs. By offering smart, adaptable solutions, we help businesses and individuals unlock opportunities and build long‑term, sustainable success.

About the role

As the Portfolio Operations Manager you will oversee the servicing and monitoring of the loan book, ensuring effective management of covenant testing, compliance reporting, and loan lifecycle events such as restructures, extensions, and redemptions. Your role will prioritize accurate task execution, data integrity, and supporting the wider team in delivering excellent customer outcomes. Key responsibilities include administering loan servicing activities, managing variations, redemptions, and extensions, supporting covenant testing and compliance reporting, and handling accounts in arrears with timely follow‑up and documentation. The manager also maintains accurate records and workflows using internal systems such as nCino, collaborates with internal stakeholders to align servicing activities with policy and regulatory requirements, and drives process efficiency while ensuring SLAs and service standards are consistently met.

Key Responsibilities

Loan Servicing Support

• Assist in the administration of loan servicing activities, including variations, redemptions, and extensions.
• Support covenant testing and reporting to ensure ongoing compliance with borrower obligations.
• Support early arrears activity, including follow‑up and documentation of customer contact.
• Assist in restructuring efforts, including coordination of documentation and internal communications.
• Maintain accurate records and workflows using internal systems, including nCino.
• Provide support across the team to ensure SLAs and service standards are met.
• Collaborate with internal stakeholders to ensure servicing activities align with policy and regulatory requirements.
• Contribute to process efficiency and team collaboration.

Corporate Responsibilities

• Read and adhere to all relevant company policies and procedures.
• Follow all risk‑related responsibilities applicable to your role, as set out in the Risk Management Policy.
• Comply with all compliance and financial crime‑related policies, procedures, and reporting obligations applicable to your role.

Required Qualifications

• 2–3 years’ experience in financial services or lending operations, or graduate‑level education with relevant exposure
• Strong analytical skills and attention to detail
• Basic understanding of lending products and servicing processes
• Familiarity with arrears, collections, and enforcement is beneficial
• Ability to manage multiple tasks in a fast‑paced environment
• Proficient in using systems to manage tasks and maintain documentation
• Eager to learn and develop within a high‑performing team

Why Join?

We’re building more than a workplace — we’re creating an environment where people feel empowered to make a difference, supported to excel, and trusted to do the right thing. We believe that when our people thrive, so do our customers. That’s why we invest in a culture that reflects these values and supports your growth, flexibility, and wellbeing.

Here’s what you can look forward to:

🌴 Generous Time Off – Annual leave plus bank holidays to rest, recharge, and enjoy life outside of work.

🌍 Work From Anywhere – Up to 4 weeks per year to work remotely from anywhere in the world.

📚 Learning & Development – Tailored training and support to grow your skills and achieve your professional goals.

🏠 Hybrid Working – A 4‑day‑a‑week hybrid model based from our London office, blending office collaboration with remote flexibility.

🩺 Private Medical Care – Comprehensive healthcare, including optical and dental coverage.

💼 Enhanced Pension Scheme – Helping you plan and save for a secure future.

👶 Maternity, Paternity & Adoption Pay – Supporting you and your family during important life moments.

🎉 Discretionary Bonus – Rewarding your contribution to shared success.

Seniority level

Not Applicable

Employment type

Full‑time

Job function

Finance and Business Development

Financial Services, Banking, and Investment Banking

Position status: open.