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.
