Portfolio Management Specialist

Up to £35000.00 per annum + Benefits | Leicester, Leicestershire

Job Title: Portfolio Management Specialist

Location: East Midlands

Salary: Up to £35,000 depending on experience

Work pattern: Hybrid, 2 days per week in the office, 3 days WFH

Monday – Friday, 9am – 5pm


  • Pension Scheme – contribute 5%, company will add 10%.
  • Private Health Care
  • 25 Days Annual Leave + Your Birthday
  • Free Parking

About the Client:

Our client is an award-winning organisation recognised for their customer service. They put their members, colleagues and community at the heart of everything they do and are actively involved in the community, partnering with local charities and running events.

They offer a range of benefits and amenities to their employees, such as training opportunities such as CeMap, DipMAP, CertRER, and CertRDB after the probation period.

They provide a conducive work environment with quiet spaces and a prayer room, as well as social areas for playing darts and snooker. You can also enjoy a discounted membership at the local gym.

The company organises various events and celebrations throughout the year, including Christmas parties, summer BBQs, and quizzes. Furthermore, employees have access to free hot drinks and fruit in the office.

About the Role:

Proficiently handle all responsibilities associated with mortgage back-book servicing and successfully execute projects assigned within the team. This role requires a comprehensive understanding of specialist mortgage lending.


  • Implement and maintain monitoring processes and controls for short-term loan repayment strategies.
  • Implement and maintain monitoring processes and controls for development loans.
  • Actively participate in the arrears support ‘B-Team’ and assist in managing cases when necessary.
  • Oversee monitoring processes and controls for commercial mortgages and private portfolio landlord mortgages to ensure timely receipt of information and completion of annual reviews.
  • Keep the Mortgage Support/Mortgage Specialist procedures manual up to date.
  • Collaborate with team members to facilitate the sharing of specialist knowledge.
  • Establish and maintain controls and monitoring for large loan management, quality of the mortgage book, lending into retirement customer management, vulnerable customers, and the development of risk recording/management systems.
  • Maintain a high level of knowledge of processes and procedures for arrears, forbearance, interest-only, and term expiry to assist colleagues as required.
  • Support the Relationship Manager in adhering to all FCA Guidance, ensuring compliance by revising policies and procedures accordingly, with a focus on vulnerable customers.
  • Deputise for the Mortgage Specialist Manager as needed.
  • Ensure that the customer journey results in positive customer outcomes.
  • Safeguard customer and employee data security.
  • Conduct comprehensive monitoring for short-term and development loans, ensuring compliance and implementing exit strategies.
  • Contribute to ongoing oversight of the back book monitoring list.
  • Engage with long-term mortgage borrowers post-completion.
  • Conduct commercial annual reviews and liaise with solicitors for consent requests.
  • Support arrears oversight, assess book quality, and manage lending into retirement.
  • Demonstrate empathy towards vulnerable customers, finding suitable repayment solutions.
  • Liaise with solicitors and estate agents for property repossession.
  • Contribute to risk recording/management systems and provide relevant reports.
  • Obtain information for annual reviews and manage projects as required.
  • Provide advice to backbook borrowers on repayment strategy alterations.


  • Experience with a specialist mortgage lender
  • Previous mortgage arrears experience
  • Financial services background
  • Customer service experience
  • Attention to detail
  • Ability to work on own initiative
  • Ability to meet deadlines
  • Previous experience in Bridging and Development Finance would be desirable
  • Previous experience in a Commercial Lending Environment would be desirable
  • CeMAP qualification would be desirable

Trusting Stellar Select:

At Stellar Select, our commitment goes beyond recruitment; it’s about crafting experiences that elevate your career journey. We take pride in delivering excellent services to our candidates and always going the extra mile to ensure your success.

Our foundation is built on openness and transparency. We believe in clear communication with everyone we work with, fostering an environment of trust, honesty and fairness.

Embark on your career journey with confidence, knowing that our services are designed with your success in mind. Here’s what our complimentary service includes:

  • Expert Consultants: We are your allies, dedicated to understanding your goals and guiding you toward success.
  • Industry Expertise: Benefit from our in-depth knowledge of the industry, providing you with insights that set you apart in your career.
  • 1-2-1 Experience Discussion: Your experiences matter. Engage in personalised discussions about your journey and how it aligns with the job role.
  • Interview Preparation: Step into interviews with confidence. We provide thorough preparation to ensure you shine in every interaction.
  • Negotiation of Job Offers: We’ll manage the negotiations on your behalf, aiming for offers that align with your expectations.
  • Market Insights: Stay informed with the financial market insights that empower you to make informed career decisions.
  • Recruitment Process Updates: No more uncertainty. We keep you in the loop with regular updates on your recruitment process.
  • Matching to Other Roles: Your journey doesn’t end with one opportunity. We explore matches to other roles based on your experience and interests.
  • Referral Programs: Spread the word and be rewarded.

For more information regarding the role of the Portfolio Management Specialist please contact us

Stellar Select is acting as an employment agency and is a corporate member of the REC.

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.

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