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Case Manager Supervisor

2 weeks ago

Galway, Galway, Ireland beBeePortfolio Full time €60,000 - €80,000
Senior Portfolio Manager

Our organisation is seeking an experienced Senior Portfolio Manager to join their team. As a key member of the portfolio management team, you will play a vital role in reviewing case strategies and ensuring credit recommendations are in line with regulatory codes.

About the Role

The successful candidate will have extensive experience in case management, particularly in commercial debt management, restructuring or workout. You will be responsible for managing a portfolio of customers across various sectors, including Personal, SME, Corporate, and Property. This will involve working both independently and collaboratively as part of a wider team to provide appropriate support in the management of the portfolio.

  • Managing inbound correspondence
  • Attending project calls and operational meetings for review and other ad-hoc matters
  • Meeting and negotiating with borrowers in relation to debt settlement arrangements
  • Providing support to the wider team as required
  • Connection level case management
  • Credit analysis, decision-making, credit submissions, and decision implementation
  • Proactive management of customers in line with agreed exit strategy at loan level, including litigation
  • Action CRM system appropriately to ensure accounts are at the correct status
  • Work closely with other members of the RM team
  • Submit weekly progress reports and ensure data is accurate
Key Requirements

To be successful in this role, you will need:

  • A qualified Financial Advisor qualification
  • A bachelor's degree (or equivalent)
  • 5 years minimum experience in commercial debt management, restructuring or workout
  • Strong negotiation skills
  • Commercial relationship management experience essential
  • Ability to analyse company profit & loss statements and balance sheet
  • Confidence to assume responsibility and initiative
  • Excellent time management, prioritisation, and organisational skills
  • Excellent written and verbal communication skills
  • Advanced Microsoft Excel skills (vlookups, pivot tables, dashboards, data manipulation)
  • Advanced Microsoft Powerpoint skills (presentation of financial results to clients/board of directors)
  • Excellent, in-depth, and up-to-date knowledge of the CCMA, CPC, SME, and how to apply these through interactions with our customers
  • A full driving license, with access to a vehicle for work purposes