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Graduate portfolio case manager

Manchester
Fintelligent Search
Case manager
£26,000 a year
Posted: 2 January
Offer description

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. Apply today

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