Portfolio Operations Specialist - Energy
Join to apply for the Portfolio Operations Specialist - Energy role at Close Brothers Asset Finance
Portfolio Operations Specialist - Energy
1 week ago Be among the first 25 applicants
Join to apply for the Portfolio Operations Specialist - Energy role at Close Brothers Asset Finance
Overall Summary
At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Overall Summary
At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Join the Close Brothers Energy Finance team, where as Portfolio Operations Specialist you will provide an effective service to our customers and support for the wider team throughout the full lifecycle of our customer journey. This primarily involves processing documentation for financial agreements, facilitating pay-outs and managing the 'in-life' journey of our customers.
We are looking for some with a strong administrative background, who has a strong attention to detail and excellent communication skills. Previous experience working with legal documentation and/or financial agreements would be beneficial and a passion for renewable energy is essential!
Responsibilities
* Manage all aspects of onboarding of new customers and the maintenance of existing customer files in line with Bank policy, ensuring data accuracy is maintained.
* Take ownership and become a Champion of Bank systems such as Alfa, Salesforce etc.
* Process loan drawdowns in line with agreed service levels and cut-off times.
* Monitor and process fees and payment of professional adviser invoices.
* Ensure all payment requests are processed efficiently and submitted to the relevant team prior to agreed cut-off times.
* Receive and respond to enquiries from our customers by email or telephone, addressing these effectively and in a timely manner.
* Provide support to the wider Energy team with routine tasks and ad hoc requests/projects as required.
* Processing and provision of external Audit requests and Bank statements to Energy customers when required.
* Understand the main risks arising in your area of responsibility, how to mitigate them and escalate where required.
* Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:
* Experience in providing excellent customer support and Transferrable skills from a previous role, ideally in a similar financial environment.
* Proven experience of working proactively and taking initiative
* The ability to work independently as well as part of a wider team
* Strong numerical skills and analytical ability
* An interest and desire to progress in the Renewable Energy Sector
* Strong influencing and interpersonal skills, quickly developing and maintaining relationships at senior level, with internal and external stakeholders.
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU POSSESS:
* Experience / knowledge of Development / Project Finance.
* In depth knowledge of Bank systems (ALFA, Salesforce, Tableau, Experian, World Check)
* Knowledge of the Energy sector and technologies.
We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at recruit.ssc@closebrothers.com or request a call back.
About Us
At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.
Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.
To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers
To find out more about life at Close Brothers:
https://www.closebrothers.com/life-close-brothers#374017299-899295541
To find out more about our benefits:
https://www.closebrothers.com/employee-benefits
To find out more about our commitment to creating an inclusive environment:
Our Responsibility - Diversity and inclusion ¦ Close Brothers Group
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
Referrals increase your chances of interviewing at Close Brothers Asset Finance by 2x
Get notified about new Portfolio Specialist jobs in Manchester, England, United Kingdom.
Asset Manager - Mixed Commercial Portfolio
Manchester, England, United Kingdom 6 days ago
Salford, England, United Kingdom 3 weeks ago
Manchester, England, United Kingdom 3 weeks ago
Manchester, England, United Kingdom 1 week ago
Salford, England, United Kingdom 1 week ago
Salford, England, United Kingdom 3 weeks ago
Manchester, England, United Kingdom 2 weeks ago
BUSINESS ANALYST (BANKING/FINANCIAL SERVICES)- MANCHESTER
Manchester, England, United Kingdom 5 days ago
Manchester, England, United Kingdom 1 week ago
Underwriting Manager - Technology Existing Portfolio
Manchester, England, United Kingdom 1 day ago
Portfolio Management Process Improvement Lead – Sanctions Operations
Manchester, England, United Kingdom 1 week ago
Manchester, England, United Kingdom 2 weeks ago
Manchester, England, United Kingdom 5 days ago
Manchester Area, United Kingdom 10 hours ago
MoJ Property Directorate - Area Property Operations Manager (North-West) (Ref: 6297)
Manchester, England, United Kingdom 20 hours ago
Portfolio Management Process Improvement Lead – Sanctions Operations
Greater Manchester, England, United Kingdom 2 weeks ago
Manchester, England, United Kingdom 2 weeks ago
Manchester, England, United Kingdom 2 weeks ago
Manchester, England, United Kingdom 1 week ago
Business Analyst – Digital Transformation
Manchester Area, United Kingdom 1 week ago
Business Analyst - can be based in Manchester or Glasgow
Manchester, England, United Kingdom 1 week ago
Manchester, England, United Kingdom 3 weeks ago
MoJ Property Directorate - Area Property Operations Manager (North-West) (Ref: 6173
Manchester, England, United Kingdom 1 day ago
Manchester Area, United Kingdom 4 days ago
Manchester Area, United Kingdom 4 weeks ago
Runcorn, England, United Kingdom 1 day ago
Manchester Area, United Kingdom 3 weeks ago
OT Integration and Portfolio lead-Manufacturing Engineering Technology
Manchester, England, United Kingdom 3 weeks ago
Assistant Manager, Contract Audit, Internal Audit
Manchester, England, United Kingdom 1 week ago
Senior Technology Underwriter - potential succession to RUM
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr