Portfolio Manager - Specialist Mortgages

Hampshire Trust Bank

  • London
  • Permanent
  • Full-time
  • 18 hours ago
About UsHampshire Trust Bank is a specialist bank, staffed by experts focused on helping UK businesses realise their ambitions. Our dedicated Development Finance, Wholesale Finance and Specialist Mortgages divisions ensure that businesses receive the outstanding service, lasting relationships, integrity and expertise they need to prosper.We also provide savings accounts to individuals and businesses and since we lend only to businesses, our savers can be sure their money will be used to boost the British economy.The bank is authorised by the Prudential Regulation Authority and regulated by the Prudential Regulation Authority and the Financial Conduct Authority.The working pattern of this role is hybrid, with an expectation to be in the office 50% of the time.For more information, please visit our website:Our Values and BehaviourAll members of the HTB team are expected to demonstrate values and behaviour that underpin everything that we believe in.Specialist Customer FocusWe engage with customers to understand their needs and we respond by delivering specialist, high quality solutions.
  • We listen to our customers and learn from what we hear and act accordingly.
  • We are thoughtful and considered about the solutions we deliver.
  • We prioritise good customer outcomes.
  • We understand and respond to the distinct needs of each customer.
Delivering ExcellenceWe uphold excellent standards in all our operations and processes to ensure consistency and accuracy in every transaction.
  • We lead with clarity and purpose.
  • We embrace change and we adapt.
  • We take pride in doing a good job.
  • We embrace an ‘Even Better’ mindset and strive for continuous improvement.
Unwavering IntegrityWe act with integrity. We embrace both the spirit and the letter of the legal and regulatory standards. We recognise the value they add.
  • We do the right thing.
  • We are transparent in all our dealings.
  • We speak up when things are not right.
  • We foster a culture of accountability and ownership, not blame.
Team HTBWe foster a respectful and inclusive culture where colleagues feel valued, empowered and heard.
  • We lead by example where trust, respect and positive action is role modelled.
  • We recognize others when they achieve and celebrate their success.
  • We support each other – together we are stronger.
  • We value diversity and we collaborate to achieve as one team.
The TeamWe’re a dynamic and fast-growing lender in the Specialist Mortgages space, helping property investors and landlords access flexible finance solutions. From refurbishments to auction purchases and development exits, our products are designed to move quickly and support ambitious property projects.The RoleAs a Portfolio Servicing Specialist, you’ll be the go-to contact for brokers, customers, and internal teams. You’ll manage post-completion servicing requests, ensure smooth communication, and help maintain our reputation for outstanding service.Key Responsibilities
  • Be the first point of contact for servicing enquiries
  • Manage facility amendments (extensions, consents, security releases)
  • Maintain accurate records and issue key documents (e.g. redemption statements)
  • Monitor account performance and escalate risks
  • Prepare credit proposals for facility changes
  • Collaborate across teams and support wider business projects
Required Skills and Experience
  • Experience in customer servicing (specialist mortgages or financial services preferred)
  • Strong attention to detail and organisational skills
  • Excellent communication and stakeholder management
  • Ability to juggle multiple tasks and meet deadlines
  • Understanding of risk and credit processes
Benefits:
  • Competitive remuneration
  • Discretionary annual bonus
  • Annual pay review
  • Private Medical Insurance (Bupa)
  • Mental health & wellbeing support via YuLife & Bupa
  • 25 days annual leave (increasing with service) + Holiday Buy Scheme
  • Cycle to Work Scheme & Green Car Scheme
  • Enhanced family leave policies
  • Study support & professional membership
  • Hybrid working (50/50)
  • YuLife Rewards – discounts on retail, lifestyle & experiences
  • Pension scheme – 8% employer contribution (non-contributory)
  • Interest-free season ticket loan
  • Annual volunteering day & Net Zero employer commitment
Apply now and become part of a bank that’s built on expertise, integrity, and ambition.

Hampshire Trust Bank