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.
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.
