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Graduate Portfolio Case Manager
Location: Manchester
Salary: Competitive entry level salary plus benefits
Type: Full time, office based
This is an excellent opportunity for a graduate or college leaver looking to step into their first full time role within a professional financial services environment.
You will join an established Portfolio Case Management team, supporting customers after their funding has completed and playing a key role in managing ongoing relationships, monitoring accounts and ensuring a positive customer journey.
This role would suit someone who is organised, confident communicating with customers, and keen to build a long term career in financial services.
The role As a Graduate Portfolio Case Manager, you will be responsible for managing customer accounts post completion. Acting as a key point of contact, you will support borrowers, respond to requests, maintain accurate records and help identify and escalate any potential risks.
Full training will be provided, making this an ideal entry point into the industry.
Key responsibilities
Managing contact with a portfolio of customer accounts in line with agreed service standards
Acting as the main point of contact for customers following loan completion
Updating customer information and maintaining accurate account records
Supporting regular reviews of accounts and assisting with risk monitoring
Escalating cases to senior team members where required
Assisting with exit planning and redemption processes
Preparing redemption figures and applying charges and fees where applicable
Working closely with internal teams to ensure smooth customer journeys
Delivering a professional and positive experience to encourage repeat business
About you
A recent graduate or college leaver (no prior industry experience required)
Strong communication skills, both verbal and written
Highly organised with strong attention to detail
Confident using IT systems and learning new software
Customer focused with a professional approach
Adaptable, eager to learn and keen to progress
Why apply
Ideal first step into a professional finance career
Full training and support from an experienced team
Exposure to real customer relationships and live cases
Clear development pathway within portfolio and credit functions
Supportive, team based office environment
If you are looking for a structured, hands on role where you can learn quickly and build a long term career, this is an excellent opportunity. Apply today