Graduate Portfolio Case Manager

Posted:	02/01/26
Recruiter:	Fintelligent Search
Reference:	3054510302
Type:	Permanent
Salary:	£26,000 Annual
Location:	City, Manchester
Description:	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.
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Graduate Portfolio Case Manager

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