The Portfolio Operations Assistant supports loan portfolio servicing, assists with compliance reporting, covenant testing, and manages loan lifecycle events. Requires attention to detail, analytical skills, and proficiency in documentation systems.
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
As a Portfolio Operations Assistant you will support the servicing and monitoring of the loan book, assisting with covenant testing, compliance reporting, and loan lifecycle events such as restructures, extensions, and redemptions. This role is focused on accurate task execution, data integrity, and supporting the
wider team in delivering excellent customer outcomes.
Key Responsibilities
- Assist in the administration of loan servicing activities, including variations, redemptions, and extensions.
- Support covenant testing and reporting to ensure ongoing compliance with borrower obligations.
- Support early arrears activity, including follow-up and documentation of customer contact.
- Assist in restructuring efforts, including coordination of documentation and internal communications.
- Maintain accurate records and workflows using internal systems, including nCino.
- Provide support across the team to ensure SLAs and service standards are met.
- Collaborate with internal stakeholders to ensure servicing activities are aligned with policy and regulatory requirements.
- Contribute to process efficiency and team collaboration.
- Corporate Responsibilities
- Read and follow all relevant company policies and procedures
- Adhere to all risk-related responsibilities applicable to your role, as set out in the Risk Management Policy
- Abide by all compliance and financial crime related policies, procedures and reporting obligations applicable to your role
Required Skills & Experience
- 2–3 years’ experience in financial services or lending operations, or graduate-level education with relevant exposure.
- Strong analytical skills and high attention to detail.
- Basic understanding of lending products and servicing processes.
- Familiarity with arrears, collections, and enforcement is beneficial.
- Ability to manage multiple tasks in a fast-paced environment.
- Proficient in using systems to manage tasks and maintain documentation.
- Eager to learn and develop within a high-performing team.
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 4 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 including optical and dental 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.
Recognise Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Top Skills
Ncino
Recognise Bank London, England Office
Augustine House, London, United Kingdom, EC2N2HA
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