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 contributing to ongoing process improvements that enhance efficiency and the overall customer experience.
Key Responsibilities
* Assist in the administration and coordination of credit-approved deals.
* Complete credit searches and ensure results are accurately recorded and assessed.
* Enter loan data into internal systems.
* Liaise with internal teams and third-party suppliers to gather documentation and updates.
* Maintain accurate records within internal systems, ensuring timely updates and data integrity throughout the completions process.
* Support the team in completing KYC and AML checks, ensuring documentation is accurate and compliant.
* Support system testing and enhancement initiatives, including providing feedback and assisting with UAT.
* Help the team meet SLAs and deliver excellent customer service.
* Contribute to process efficiency and team collaboration.
* Ensure compliance with internal procedures and regulatory requirements.
Corporate Responsibilities
* Read and follow all relevant company policies and procedures.
* Adhere to all risk-related responsibilities applicable to the role, as outlined in the Risk Management Policy.
* Comply with all financial crime and compliance-related policies, procedures, and reporting obligations relevant to the role.
Required Qualifications
* Up to 2 years’ experience in financial services or lending operations.
* Basic understanding of lending products and financial services.
* Basic understanding of KYC and AML requirements, with a willingness to learn and apply regulatory standards.
* Familiarity with credit search processes is beneficial.
* Basic proficiency in using systems and technology to manage tasks and maintain documentation.
* Strong organisational skills and ability to manage multiple tasks.
* High energy, process-driven, and eager to learn.
* Good communication skills and strong attention to detail.
If you’re curious, driven, and ready to be part of something meaningful — where your ideas matter, your growth is supported, and your work makes a real impact — we’d love to hear from you.
This role is a hybrid position, requiring four days a week in our Milton Keynes office.