Job Description:

Job information Portfolio Executive from the Company UMi Commercial Ltd (Trading as UMi), this latest Portfolio Executive job vacancy is located in the city Hybrid work in Durham located in the country United Kingdom . This latest job opening is open to job seekers who have the latest education / graduate GCSE . Job Vacancies in this Portfolio field have been opened and published up to the specified time.

Job Responsibility:

Portfolio Executive

Salary: Circa £28,000 to £36,000 per annum (depending on experience) + a range of great benefits (inc wellbeing days, employee healthcare cash plan, and the ability to work hybrid)Place of work: Navigators Point, Belmont Business Park, Durham, DH1 1TW orSuite 24, Atrium Business Centre, North Caldeen Road, Coatbridge, Lanarkshire, ML5 4EF (Hybrid working is also available)Working Hours: 37 hours per week, Monday to Friday

We have an excellent opportunity to join our team as a Portfolio Executive

We are looking for a dynamic individual to join the team who can help small businesses navigate the challenges and opportunities they face in the raising loan finance across Scotland. You will be instrumental in onboarding new loan customers, handling all aspects of the loan and security documentation processes to deliver an outstanding customer experience both internally and externally.

You will be responsible for managing the loan portfolio effectively and professionally in terms of monitoring covenants, anti-money laundering reviews and loan collection activities.

What We're Looking For:

Advocacy and Networking: Actively engage in promotional activities, expand networks, make key introductions, and network effectively with senior executives.

Due Diligence and Information Evaluation: Conduct thorough checks, including anti-money laundering / know-your-customer procedures, and assess complex data, including financial details and credit risks, to recommend actions.

Organisational and Communication Skills: Maintain excellent organisational and administrative capabilities while conveying information effectively both verbally and in writing.

Portfolio and Arrears Management: Manage a portfolio of loan clients proficiently, including account management, handling arrears and default cases.

Customer Service and Target Achievement: Provide outstanding support consistently while achieving goals in a target-focused environment.

If you possess the skills, experience, and commitment to guide businesses towards success, we want to hear from you. For detailed information about the role and the skills we're looking for, please refer to the job description on our website.

Apply now to join an incredible team and a world-class employee-owned business, that as a certified B Corp, balances people, profit, and planet equally.

Job Type: Full-time

Pay: £28,000.00-£36,000.00 per year

Benefits:

• Additional leave
• Bereavement leave
• Company events
• Company pension
• Cycle to work scheme
• Free parking
• Gym membership
• Health & wellbeing programme
• On-site parking
• Paid volunteer time
• Referral programme
• Sick pay
• Work from home

Schedule:

• Day shift
• Monday to Friday
• No weekends

Work Location: Hybrid remote in Durham

Keywords : Durham jobs

Closed Date : 2024-12-15