Lucie Abadi-Johns

Graduate Portfolio Case Manager Location: Manchester Salary: Competitive entry level salary plus benefits Type: Full time, office based This is an excellent opportunity for a graduate or college leaver looking to step into their first full time role within a professional financial services environment. You will join an established Portfolio Case Management team, supporting customers after their funding has completed and playing a key role in managing ongoing relationships, monitoring accounts and ensuring a positive customer journey. This role would suit someone who is organised, confident communicating with customers, and keen to build a long term career in financial services. The role As a Graduate Portfolio Case Manager, you will be responsible for managing customer accounts post completion. Acting as a key point of contact, you will support borrowers, respond to requests, maintain accurate records and help identify and escalate any potential risks. Full training will be provided, making this an ideal entry point into the industry. Key responsibilities Managing contact with a portfolio of customer accounts in line with agreed service standards Acting as the main point of contact for customers following loan completion Updating customer information and maintaining accurate account records Supporting regular reviews of accounts and assisting with risk monitoring Escalating cases to senior team members where required Assisting with exit planning and redemption processes Preparing redemption figures and applying charges and fees where applicable Working closely with internal teams to ensure smooth customer journeys Delivering a professional and positive experience to encourage repeat business About you A recent graduate or college leaver (no prior industry experience required) Strong communication skills, both verbal and written Highly organised with strong attention to detail Confident using IT systems and learning new software Customer focused with a professional approach Adaptable, eager to learn and keen to progress Why apply Ideal first step into a professional finance career Full training and support from an experienced team Exposure to real customer relationships and live cases Clear development pathway within portfolio and credit functions Supportive, team based office environment If you are looking for a structured, hands on role where you can learn quickly and build a long term career, this is an excellent opportunity.

Are you a skilled Credit Manager or Underwriter with a background working in bridging finance? Our client, a leading London based specialist lender, is on the hunt for a talented applicant to assess and manage credit risk associated with bridging loans. If you have a knack for credit analysis, underwriting, and portfolio management, this could be the perfect opportunity for you to shine. With a competitive salary ranging from £65,000 to £75,000 and the flexibility of hybrid working, this role offers the chance to work in the heart of London for a unique, well-capitilised lender. Our client is a top-notch specialist lender in the UK, renowned for providing bespoke real estate funding solutions to investors and developers. They offer flexible and competitive financing solutions tailored to meet their clients' needs. As a Credit Manager, you'll be responsible for: Conducting thorough credit risk assessments for bridging loan applications. Thinking proactively in credit underwriting to overcome potential issues without increasing risk. Managing a pipeline of bridging cases and prioritising effectively. Ensuring compliance with regulatory guidelines and internal policies. Conducting due diligence on prospective borrowers and verifying information. Collaborating with internal stakeholders for smooth loan processes. Developing risk mitigation strategies for potential default scenarios. Contributing to the development of credit policies and procedures. Providing mentorship and support to junior credit analysts. Staying updated on market trends and regulatory changes in the bridging finance industry. Package and Benefits: The Credit Manager role comes with a fantastic package, including: Annual salary of £65,000 - £75,000. Hybrid working arrangement. Annual bonus. Based in London, UK. About You The ideal Credit Manager will have: Proven experience in an underwriter, junior underwriter or credit manager role within the bridging finance sector. Exceptional understanding of credit risk assessment, underwriting, and portfolio management. In-depth knowledge of bridging finance products and regulatory requirements. Familiarity with credit risk analysis tools and financial modelling techniques. Excellent methodical, problem-solving, and communication skills. Detail-oriented with excellent organisational skills to manage multiple priorities. If you have experience as a Bridging Underwriter, Junior Underwriter or Bridging Credit Manager then this could be a fantastic move for you. You'd be joining a client that's growing, broaden your exposure to complex bridging loans and be given a clear progression path to Senior Credit Manager. If you're ready to take your career to the next level as a Credit Manager in the dynamic world of bridging finance, this role could be your perfect match. Don't miss out, we're looking to hold interviews and offer the successful candidate before Christmas. Reach out to Charlotte Walker at Fintelligent to hear more!