Assistant Portfolio Manager

Head Office (mid-way between Howden and Pocklington) The Role * Maintaining relationships with clients , ensuring excellent customer service is maintained at all times. * Administering letters of variation for all facility types including but not limited to loan roll forwards, providing asset refinance and reviews of existing facilities. * Daily monitoring of trends within your portfolio and proactively suggesting solutions to potential issues. * Long term retention of clients and mitigation of invoice finance risk. The Responsibilities * Proactively maintain all client relationships to ensure that we are their first choice for any future potential facilities. * Manage the risk of your portfolio by ensuring good communication with all operational and business development staff within the business. * Manage effectively and in accordance with policy and practice; the administration of ledgers, payment requests, monthly reconciliations and monthly management information. * Review client bank statement entries and request further information from clients if required. * Review cash collections and dilutions trends within your portfolio. * Review all facility documents to ensure a full understanding of the client’s risk profile. * Ensure all clients’ needs are being met and there are good communications via email, face to face and telephone. * Supporting the business with an excellent on boarding experience for the client by always maintaining a high level of customer service while adhering to the on boarding process. * Support for the Operations and Brokerage team during times of peak activity. * Conduct ‘know your customer’ checks on potential borrowers. * Raise any areas of concern in a timely manner to allow remedial action to be taken. * Input accurate and up to date information onto the Customer Relationship Management system. * Ensure the security documents related to each loan drawdown are signed and filed post completion. * Compose all post sale paperwork and send post completion welcome e-mails. * Undertake ad hoc project work and initiatives as directed. * Accompany Portfolio Manager to client meetings as required and produce client review documents to update the business on the client’s business. * Review audit report and follow up if required. * Provide client training on our operating system to assist with reconciliations and Adhere to all Company policies and procedures. * Any other duties or projects commensurate with the level of responsibility of this role, for which the role holder has the necessary experience and/or training. The Requirements * Experience – Proven experience of maintaining relationships in any finance environment desirable but not essential. * Skills – Customer service skills and ability to work alone whilst being a team player. * Microsoft Office, particularly Excel. Numerate and literate. A good understanding of reading * financial accounts. Problem solver and awareness of risk. * Qualifications – Educated to at least A Level standard and pass aptitude test. * Full driving licence