Loan Portfolio Manager
Industry: Financial Services
£60,000 per annum + bonus + benefits
Role overview:
The Loan Portfolio Manager is responsible for managing the loans and working with other members of the loan management team to ensure that all loans are performing as expected.
THE ROLE:
- Using compliance checking tools such as Experian, GBG, Smart Search and Lexus Diligence for KYC processes to ensure the customer is suitable to be given a loan.
- Managing cases after they have been passed from underwriting and ensure that we have all required documentation prior to funds being released.
- Discussing cases and audit reports with underwriters to ensure they are aware of the points reported on the audit and satisfied prior to loan completion.
- Check and prepare COT.
- Maintain interest collections for all loans - ensure they are paid on time to the respective SPV bank accounts.
- Check legal documents and compile investor and borrower signatures both pre & post completion - Check Post completion packs are satisfied.
- Liaise with clients and solicitors for the redemption of upcoming loans.
- Ensure the full collections, redemption's and default loans policy is meet on all loans as per the policies.
- Final month end sheet(s) to be given to investment officer by 30th day of each month.
Email your CV or use the apply feature on this page. Email:
KEY SKILLS: Loans, Portfolio Management, Underwriting, Bridging Loans, BTL, Compliance