technology job

Loan Portfolio Manager

  • Posted June 5, 2024
  • £50000 - £60000 per annum
  • London
  • Permanent

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.


  • 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: [email protected]

KEY SKILLS: Loans, Portfolio Management, Underwriting, Bridging Loans, BTL, Compliance

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