Portfolio Specialist

Octopus

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profile Job Location:

London - UK

profile Monthly Salary: Not Disclosed
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

Whats in it for you  

This is an ideal opportunity for someone who wants to build on their career within Real Estate. We support both internal and external stakeholders working closely with the Credit and Sales teams and perform a wide variety of functions to support our borrower this includes tasks across account management case support case reporting customer data management and working with our trusted third-party solicitors and asset managers.  

The team

You will be part of a team of 3. The residential portfolio team are looking for a bridging loan portfolio professional to join our team. The successful candidate will enhance our borrower journey by providing support for our live loans until they redeem.  

Key Responsibilities:

  • Manage a portfolio of 200 loans.
  • Handle post-completion tasks to ensure smooth operations.
  • Deliver exceptional customer service via calls and emails.
  • Maintain proactive communication with borrowers and brokers.
  • Monitor loan performance manage arrears and recommend strategies for defaults.
  • Instruct solicitors receivers and other third parties when needed.
  • Forecast redemptions and liaise with Finance.
  • Collaborate with Credit and Sales teams on security releases drawdowns extensions and new loans.
  • Support business projects and audits with data compilation.

Qualifications :

Ideally youll have

  • Essential: Real Estate loan experience; operational/customer service background preferred.
  • Experience with solicitors asset managers and detailed loan documentation.
  • Strong attention to detail organisation and communication skills.
  • Highly proactive collaborative and customer-focused.
  • Ability to present loan data and KPIs internally.
  • Problem-solving mindset and process improvement approach.
  • Comfortable in a fast-paced environment with strong prioritisation skills.
  • Flexible resilient and team-oriented.
  • Confident in challenging the status quo and driving change.

We encourage you to apply even if you dont tick every box. Whats the worst that can happen 


Additional Information :

What we offer
A competitive salary bonus pension and share incentive plan 
Untracked holiday 
Hybrid working   most of our people spend 3 days a week in the office
Anchor (our wellness hub) which includes Headspace one to one coaching through Wellness Cloud Digital GP & more 
Up to 6 months paid parental leave regardless of gender 
Life insurance critical illness cover and income protection 
Private medical insurance for you and your family 
Electric vehicle leasing 
The option to work overseas up to a month per year 

Our Values 
At our core we believe that how a company behaves is just as important as what it does. Thats why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders employees customers communities environment and shareholders are considered in every decision we make. 

We are committed to building a workplace where diversity is valued and inclusion is a priority. By providing equal opportunities for growth and development we embrace and celebrate all races genders religions sexual orientations ages disabilities and socio-economic backgrounds. We believe teams achieve their best when every member feels safe respected and empowered to be their authentic selves.

Were proud to be disability confident and are committed to supporting candidates with a disability including neurodiversity and mental health conditions throughout the recruitment process. Applicants are welcome to opt-in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process well be happy to accommodate where possible.


Remote Work :

No


Employment Type :

Full-time

Whats in it for you  This is an ideal opportunity for someone who wants to build on their career within Real Estate. We support both internal and external stakeholders working closely with the Credit and Sales teams and perform a wide variety of functions to support our borrower this includes tasks ...
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Key Skills

  • Project / Program Management
  • Project Portfolio Management
  • Portfolio Management
  • Credit Analysis
  • Banking
  • Pricing
  • Analysis Skills
  • Project Management
  • Financial Analysis
  • Budgeting
  • Property Management
  • Contracts

About Company

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At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world. 

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