Portfolio Support Specialist

AI overview

Support a diverse team in enhancing borrower journeys and managing over 200 loans while delivering exceptional customer service in a fast-paced environment.

What's in it for you?  

This is an ideal opportunity for someone who wants to build on their career within Real Estate. We support both internal and external stakeholders, working closely with the Credit and Sales teams and perform a wide variety of functions to support our borrower, this includes tasks across account management, case support, case reporting, customer data management and working with our trusted third-party solicitors and asset managers.  

The team

You will be part of a team of 3. The residential portfolio team are looking for a bridging loan portfolio professional to join our team. The successful candidate will enhance our borrower journey by providing support for our live loans until they redeem.  

Key Responsibilities:

  • Manage a portfolio of ~200 loans.
  • Handle post-completion tasks to ensure smooth operations.
  • Deliver exceptional customer service via calls and emails.
  • Maintain proactive communication with borrowers and brokers.
  • Monitor loan performance, manage arrears, and recommend strategies for defaults.
  • Instruct solicitors, receivers, and other third parties when needed.
  • Forecast redemptions and liaise with Finance.
  • Collaborate with Credit and Sales teams on security releases, drawdowns, extensions, and new loans.
  • Support business projects and audits with data compilation.

Ideally you'll have

  • Essential: Real Estate loan experience; operational/customer service background preferred.
  • Experience with solicitors, asset managers, and detailed loan documentation.
  • Strong attention to detail, organisation, and communication skills.
  • Highly proactive, collaborative, and customer-focused.
  • Ability to present loan data and KPIs internally.
  • Problem-solving mindset and process improvement approach.
  • Comfortable in a fast-paced environment with strong prioritisation skills.
  • Flexible, resilient, and team-oriented.
  • Confident in challenging the status quo and driving change.

We encourage you to apply even if you don’t tick every box. What’s the worst that can happen?  

What we offer
💰 A competitive salary, bonus, pension and share incentive plan 
✈️ Untracked holiday 
🏡 Hybrid working –  most of our people spend 3 days a week in the office
⚓ Anchor (our wellness hub) which includes Headspace, one to one coaching through Wellness Cloud, Digital GP & more 
👪 Up to 6 months paid parental leave regardless of gender 
❤️ Life insurance, critical illness cover and income protection 
🏥 Private medical insurance for you and your family 
🚗 Electric vehicle leasing 
🌍 The option to work overseas up to a month per year 

Our Values 
At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.   

We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio-economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves.

We're proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt-in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.

Perks & Benefits Extracted with AI

  • Flexible Work Hours: Hybrid working – most of our people spend 3 days a week in the office
  • Health Insurance: Private medical insurance for you and your family
  • Work overseas option: The option to work overseas up to a month per year
  • Paid Parental Leave: Up to 6 months paid parental leave regardless of gender

The successful applicant will be able to join the Octopus Investments Australia team on their mission to accelerate Australia's transition to a future powered by renewable energy.About OctopusOctopus Group is one of the largest owners of renewable energy projects in Australia and Europe. It owns some 260 assets, on behalf of wholesale and institutional investors. Domestically, Octopus Australia is responsible for managing over $1 billion of assets for local and international investors.Globally Octopus is on a mission to invest in the people, ideas and industries that will change the world. We have 2,500 employees and $25bn under management across investments, energy, ventures and real estate. From a standing start in 2010 Octopus grew its energy investment business rapidly to become Europe’s largest non-utility renewable energy investor and now has the equivalent of greater than $11bn energy assets under management. We also have one of the fastest growing energy retail businesses globally with almost 5 million customers.Octopus Investments AustraliaEstablished in 2018, Octopus Australia is a dynamic multifaceted team of over 50 highly skilled people which spans the expertise required to realise and operate a renewable energy and storage portfolio.With an existing multi-GW portfolio of operating and development assets, we are continuing to grow to create a long-term business that can deliver a firmed energy product to meet the evolving needs of Australia’s energy future.

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