Job Description
We provide flexible financial solutions designed to help businesses and individuals grow and succeed.
Established by experienced business owners, we offer a practical alternative to traditional banking, combining tailored lending and savings products with hands-on support. Since receiving our banking licence, we have built a loyal customer base and a strong, diverse team committed to helping clients achieve their financial goals.
Our approach focuses on understanding each customer’s unique needs. By offering smart, adaptable solutions, we help businesses and individuals unlock opportunities and build long-term, sustainable success.
About the role
As a Portfolio Operations Manager, you will support the day-to-day servicing and monitoring of the loan book, encompassing covenant testing, compliance reporting, restructures, extensions, redemptions, arrears, and recoveries. The role focuses on operational execution, delivering strong customer outcomes, and maintaining accurate records within internal systems such as nCino. You will manage servicing tasks across the loan lifecycle, ensure timely covenant and compliance reporting, and assist in managing arrears and recovery cases in line with policy. Collaboration with Risk, Compliance, and Legal teams will be key to ensuring all servicing activities meet regulatory standards, while contributin...