Specialist Portfolio Manager - Healthcare
Core
Managing a portfolio of UK SME healthcare clients (elderly care, specialist care, day nurseries) by nurturing relationships, monitoring covenant compliance, and supporting credit submissions.
Role type
Specialist Relationship Manager (Healthcare SMEs)
Builds
Lending solutions, current accounts, and deposit products for established SMEs
Domain
Fintech / SME Banking / Healthcare Sector
Deliverable
client delivery
Required skills
SME banking and lending knowledge, financial modeling in Excel, covenant analysis, portfolio metrics tracking, independent work
Preferred skills
Experience with commercial asset classes, ability to work with customers and advisors
Technologies
Excel
Responsibilities
Manage portfolio of Healthcare SMEs including monitoring covenant compliance and quarterly MI; Support credit submissions and analyze cashflow forecasts; Liaise with Collections team for financial stress cases; Comply with mandatory policies and operational procedures
Seniority
Individual Contributor, mid-level specialist