Credit Administrator
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Finance & Banking
Job Description & How to Apply Below
Northampton, United Kingdom | Posted on 11/11/2026
Working within the Credit Administration team, the successful applicant will be responsible for reviewing,analysing and investigating client information packs from a commercial perspective to ascertain and understand the legitimacy and validity of theclient for Portman’s lending and brokerage services.
Ideally having worked in a professional Financeor Underwriting role/department, the Credit Administrator will join a dynamic and fast-moving team, and the successful candidate will need to be able to workin a fast-paced environment to a high degree of accuracy, being able to work collaboratively within a close-knit team while also completing tasks independently. Attention to detail and organisation are paramount as the rolewill directly support Own-Book and Brokered Lending.
RESPONSIBILITIES- Summarise review findings, detailing notable greenand red flags, for Credit Underwriters to review;
- Prepare internal Credit Sanction Forms to agreed deadlines for Underwriting and Credit Committee approval;
- Complete CRA (credit reference agency) Company and Director searches and other associated checks to agreed deadlines;
- Communicate findings internally to Sales Teams and Account Managers alongside ensuring regular updates and requirements are provided for workload in progress;
- Collaborate with our Credit Administration Supervisor to review investigative and current processes, refining and improving where appropriate;
- Maintain accurate records and documentation of all decisions and activities via our CRM (Zohodesk) and Proposal Tracker (Excel);
- Provide direct support to the Credit Underwriters asand when required;
- Support the Compliance Team by performing initialAML screenings, identifying potential risks, and escalating any concerns for further investigation;
- Any other appropriate job duties in line with the associated skill and experience of the post holder.
- Abilityto communicate clearly and concisely, both verbally and in writing, whilst building rapport and trust;
- Methodical and diligent approach to managing workload;
- Knowledge of KYC/AML is highly advantageous;
- Strong Microsoft Office skills with experience of using a CRM;
- Degree-educate din a relevant subject area would be beneficial but not essential.
- Abilityto prioritise and handle multiple tasks at any giventime;
- Strong organisational skills with a high attention todetail;
- Analytical and inquisitive;
- Excellent written and oral communications skills;
- Abilityto build strong and effective working relationships at all levels, including senior stakeholders;
- Resilient with the capability to work under pressure in a fast-paced corporate environment;
- Adeptat problem-solving with a can-do attitude;
- Goodcommercialacumen;
- Abilityto work on own initiative as well as being a team player.
- Competitive basic salary and annual bonus;
- Vibrant,high-spec office environment;
- Enhanced annual leave, increasing with length of service;
- Quarterly all-staff events and dynamic culture
Portman was established in 2007 to provide UK SMEs with access to arange of finance options under one roof. We have now arranged close to £1.5billion in funding for over 20,000 companies.
Portman secure finance for businesses of all sizes via our own lending and panel of over 40 partners. We offer flexible payment terms, reducing large initial outlays and protecting cash-flow.
Portman work with any type of private sector business. We have a longand successful history financing a variety of assets, quickly and easily. Ifyou’re looking to lease or purchase further equipment,release equity or simply borrow, Portman can provide your business with the finance it needs.
Please note that as part of the recruitment process a criminal records check/credit history check will be carried out by an authorised third party.
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