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We're hiring! We're recruiting an Assistant Portfolio Manager

01 Mar 2024
We're hiring! We're recruiting an Assistant Portfolio Manager

Due to continued growth, One Stop Business Finance is recruiting an Assistant Portfolio Manager. This is an exciting opportunity to join a fast growing business and a friendly team.

SALARY £25,000 - £30,000 DEPENDENT ON EXPERIENCE, plus office bonus scheme. Office based, Laytham, York (between Pocklington and Howden). 

Purpose of the role

  • Maintaining relationships with clients in the OSBF Group of Companies, 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

Key responsibilities and accountabilities

  • Delivery of your own and your team targets, ensuring you are spending at least the equivalent of one day per week on your own business development.
  • 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
  • Develop and maintain your own network of business connections in the local area to enhance the awareness and reputation of OSBF Group of Companies and identify potential opportunities
  • 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

Key skills:

  • Communication skills
  • Relationship building and establish rapport
  • Listen and interpret information
  • Understand needs and provide excellent customer service
  • Attention to detail
  • Develop solutions and problem solve
  • Take initiative
  • Numerate
  • IT skills
  • Commercial awareness and product knowledge
  • Legal awareness

Key behaviours:

  • Take initiative
  • Able to work on own
  • Confident
  • Drive to achieve results
  • Create solutions
  • See the bigger picture
  • Team player
  • Adaptable and flexible
  • Integrity and commitment
  • Inspire others
  • Be yourself
  • Positively influence others
  • Approachable
  • Customer focused
  • Assertive

Additional 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. IT- 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 OSBF aptitude test
  • Full driving license

About One Stop Business Finance

OSBF was founded in 2014 by Andrew Mackenzie who had a desire to fill a gap and offer solution-led, responsible funding options to help like-minded UK businesses succeed.

When small businesses go to their banks for finance, they face long waits, endless forms and rigid criteria. We want SMEs to spend less time on paperwork and more time on the important bits.

Through our diverse range of products and services, we can provide businesses with every type of business finance they will ever need. From short-term business loans to long-term funding solutions, we are able to lend through our own funds or go to market through our in-house brokerage team.

How to apply

Please send your CV and covering letters to (strictly no contact from agencies, thank you)

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