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Team lead - portfolio management

Milton (Cambridgeshire)
Permanent
Scout
Manager
Posted: 13h ago
Offer description

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 Team Lead – Portfolio Management, you will lead the team responsible for managing the ongoing performance and servicing of the loan book. This includes oversight of covenant monitoring, compliance reporting, restructures, extensions, redemptions, arrears, and recoveries. You will ensure operational excellence, regulatory compliance, and strong customer outcomes, while driving team performance, efficiency, and continuous improvement across all portfolio management activities.


Key Responsibilities

Portfolio Operations Leadership

1. Lead and manage the portfolio operations team, ensuring timely and accurate servicing of l...

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