As a Junior Portfolio Manager, you will manage and service a loan portfolio, ensuring compliance and delivering excellent customer outcomes through various loan lifecycle activities.
Junior Completions Manager
📅 Aug 19
Credit-approved DealsTask ManagementProcess ExecutionAdministrative Support
📜 Description
- Support the progression of credit-approved deals from approval to drawdown.
- Monitor and manage an allocated pipeline of transactions, identifying delays and bottlenecks.
- Liaise with internal teams and third-party suppliers to facilitate smooth case progression.
- Coordinate completion of pre-drawdown requirements and ensure compliance with regulations.
- Maintain accurate records and provide timely updates on case progress.
🛠️ Requirements
- GCSE (or equivalent) in English and Mathematics (Grade C/4 or above) .
- Minimum of 2 years’ experience in financial services, lending operations, or a related administrative environment.
- Basic understanding of lending products and the financial services sector.
- Knowledge of KYC and AML principles, with a proactive approach to maintaining compliance and identifying potential risks during completion activities
- Practical experience undertaking credit searches and World-Check checks, ensuring accurate due diligence and adherence to regulatory and internal requirements.
- Proficient in using systems and technology to manage workflows, maintain accurate records, and support operational processes.
- Strong organisational and time management skills, with the ability to prioritise and manage multiple tasks effectively.
- Excellent communication and interpersonal skills, with the confidence to build effective working relationships with internal and external stakeholders.
- High level of accuracy and attention to detail, with a commitment to producing quality work.
- Proactive, enthusiastic, and process-driven, with a strong willingness to learn and develop.
✨ Benefits
- Competitive Time Off – Generous annual leave plus bank holidays.
- Work From Anywhere – Up to 6 weeks per year to work remotely.
- Learning & Development – Tailored training and support.
- Hybrid Working – 3 days in the office and 2 days remote.
- Private Medical Care with Vitality – Comprehensive healthcare coverage.
- Enhanced Pension Scheme – Helping you save for a secure future.
- Maternity, Paternity & Adoption Pay – Supporting family needs.
- Discretionary Company Bonus – Rewarding contributions to success.
Full job description
Hello,
We are Recognise Bank; a modern business bank built to support the UK’s SMEs with tailored lending and savings solutions. Founded in 2017 by experienced business owners, we set out to challenge traditional banking by offering more flexibility, understanding, and practical support to help businesses thrive. Since receiving our banking licence in 2021, we’ve built a loyal customer base and a strong, diverse team that puts people first.
Our vision is building stronger futures with bespoke financial solutions. We understand that no two financial needs are the same, which is why we work closely with UK SMEs and individuals to unlock potential others often overlook. Through smart, flexible lending and savings products, we’re here to build and grow stronger futures for lasting success.
Our values shape how we work and grow together:
💪 Can do, will do: We take ownership, solve problems, and adapt as our customers’ needs evolve.
✨ Be brilliant: We show up with curiosity and energy, always striving for better.
🤝 Do the right thing: We act with integrity, responsibility, and care in everything we do.
💡Make a difference: We focus on impact, helping our customers, colleagues, and communities succeed.
About the role
The Junior Completions Manager supports the Completions team in progressing credit-approved deals through to drawdown, ensuring transactions move efficiently and accurately through each stage of the process. The role focuses on effective task management, process execution, and administr ative support across the deal pipeline, whilst taking ownership of and managing a pipeline of credit-approved deals . Working closely with internal teams and third-party suppliers, the Junior Completions Manager helps coordinate activities, maintain accurate records, and provide timely updates, contributing to the delivery of a high-quality customer experience and the successful completion of transactions within agreed service levels and timescales.
Why join?
At Recognise Bank, we're building more than a bank — we’re creating a culture where people feel empowered to make a difference 💡, supported to be brilliant ✨ with a can do will do attitude, and trusted to do the right thing 🤝.
We believe that when our people thrive, so do our customers. That’s why we invest in an environment that reflects our values and supports your growth, flexibility, and wellbeing.
Here’s what you can look forward to:
🌴 Competitive Time Off – Generous annual leave plus bank holidays to rest, recharge, and enjoy life outside of work.
🌍 Work From Anywhere – Up to 6 weeks per year to work remotely from anywhere in the world.*
📚 Learning & Development – Tailored training and support to grow your skills and achieve your professional goals.
🏠 Hybrid Working – To support your work-life balance, we offer a hybrid working model with 3 days in the office and 2 days remote.**
🩺 Private Medical Care with Vitality – Comprehensive healthcare coverage to keep you healthy.
💼 Enhanced Pension Scheme – Helping you plan and save for a secure future.
👶 Maternity, Paternity & Adoption Pay – Supporting you and your family during important life moments.
🎉 Discretionary Company Bonus – Rewarding your contribution to our shared success.
If you're curious, driven, and ready to be part of something meaningful — where your ideas matter, your growth is supported, and your work makes a real impact — then we’d love to hear from you.
*Subject to company policy.
**This arrangement may vary during the induction period.
Key Responsibilities
Required Skills & Experience
Desirable:
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