Payouts and Accounts Assistant
portmanfinancegroup · Posted Nov 13, 2026
- Northampton, Northamptonshire, United Kingdom
- On-site
- Full-time · Associate
- 0+ years
Provide assurance that all documents completed for the firm’s direct (own book) lending as well as for brokered asset finance agreements are prepared correctly, in line with lender requirements and are complete and accurate, while also providing expert, timely and insightful sales reporting and analysis.
Compensation
Competitive basic salary and annual bonus;
Responsibilities
- Verify the completeness and accuracy of finance agreements and supporting documentation packs
- Completion of process checklists to ensure compliance with all requirements prior to payout or lender submission
- Completion of recorded telephone calls with customers for verification purposes prior to payout
- Updating the CRM system with accurate data and information relevant to the payouts process
- Scanning and filing of agreement packs, including submission of broker payout packs to lenders
Requirements
- Nice to have: Financial services sector experience
- Nice to have: Xero