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 play an integral role in supporting the effective servicing and ongoing monitoring of the loan portfolio. You will assist with a wide range of activities, including covenant testing, compliance reporting, and the management of loan lifecycle events such as restructures, extensions, and redemptions.
Working closely with the wider Portfolio Operations team, you will help ensure all processes are completed accurately and efficiently, maintaining the highest standards of data integrity and operational control. You will also contribute to the preparation of client and regulatory reports, supporting the delivery of timely and reliable information to key stakeholders.
This role requires strong attention to detail, analytical thinking, and a proactive approach to problem-solving. By maintaining accuracy and consistency across all operational tasks, you will play a key part in delivering excellent service and positive outcomes for clients, while supporting the team’s commitment to operational excellence.
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 align with policy and regulatory requirements.
- Contribute to process efficiency and promote effective team collaboration.
- Read and adhere to all relevant company policies and procedures.
- Comply with all risk-related responsibilities applicable to the role, as outlined in the Risk Management Policy.
- Follow all compliance and financial crime-related policies, procedures, and reporting obligations relevant to the 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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