Job Title: Loan Portfolio Manager

Location: Sydney

About Us: Capspace is a successful Investment Fund, with a strong track record in delivering innovative lending and investment solutions to our clients. We pride ourselves on our customer-centric approach and our dedication to excellence in all aspects of our business.

Position Purpose: The Credit Portfolio Manager position is a key member of our rapidly growing team. This role focuses on managing the overall existing loan book and all underlying clients. It is fast-paced and multi-faceted, playing a vital role in ensuring smooth operations.

Key Responsibilities:

• Develop an understanding of the existing portfolio and identify and resolve any potential issues with positions or clients.

• Manage all portfolio changes, including interest rate changes, repayments, and missed payments, ensuring smooth running of the portfolio.

• Work with the borrower origination team on new clients and transactions to maintain high standards as the portfolio grows.

• Identify process improvements and opportunities to enhance customer experience and customer return.

Person Requirements:

Knowledge:

• Demonstrated knowledge and experience in credit management.

• Knowledge of the Australian alternative investment market (preferably RG146 compliant).

• Knowledge of private credit is beneficial.

Experience:

• 5-10 years of experience in relationship management, credit, and credit analysis in financial services.

• Experience in non-bank lending is beneficial, with a deep understanding of credit and settlement processes.

• Demonstrated ability to manage multiple stakeholders and clients.

• Experience in presenting data analysis to management.

Qualifications:

• An undergraduate degree is considered an advantage.

• Postgraduate qualifications will be valuable.

Skills & Abilities:

• Credit risk analysis.

• Portfolio management.

• Data input and analysis.

• Ability to think clearly and logically.

• Excellent interpersonal skills and ability to communicate effectively at all levels.

• Strong written communication skills.

• Strong team ethic and ability to engage team members and stakeholders.

• Self-driven and motivated to achieve, able to lead by example.

• Commitment to quality and ability to maintain high standards.

• Ability to multi-task and allocate/review priorities to meet deadlines.

Work Options:

Capspace encourages:

• Work flexibility in terms of days and hours worked.

• Staff to be in the office at least 2 days per week.

• Empowering employees to self-direct their own success.

• Diversity and Inclusion.

• Community engagement.

How to Apply: If you are a motivated and experienced credit professional looking to take the next step in your career, we would love to hear from you. Please apply online today.

Capspace

Company Overview