Portfolio Analyst

About Our Client

Our client is a UK-based property lender providing short-term secured real estate finance solutions, including bridging loans, refurbishment finance, and development loans. They pride themselves on delivering tailored funding solutions to property investors and developers while maintaining rigorous credit and compliance standards.

We are seeking a Credit & Portfolio Compliance Analyst to join their growing team, working remotely from South Africa. This role is critical in ensuring that loans are audited and monitored in line with approved credit terms and company policies, safeguarding portfolio quality and compliance from pre‑completion through to loan maturity.

About the Role

As a Credit & Portfolio Compliance Analyst, you will play a key role in reviewing and auditing loan files, verifying pre‑completion requirements, monitoring post‑completion obligations, and tracking ongoing borrower compliance. You’ll liaise closely with the UK‑based team and external stakeholders (lawyers, funders, borrowers) to ensure accuracy, timeliness, and adherence to lending standards.

Key Responsibilities

Pre-Completion Compliance

• Audit loan documentation and facility agreements to confirm alignment with approved Credit Committee terms.
• Verify all Conditions Precedent (e.g., insurance, valuations, KYC) are satisfied before loan disbursement.
• Escalate discrepancies or missing requirements promptly to managers or legal teams.
• Review funder‑related documentation to ensure accuracy of settlement statements and funding terms.

Post-Completion Review

Ongoing Compliance Monitoring

Qualifications & Skills

What We Offer

✅ Remote Role : Based in South Africa, supporting UK operations.

✅ Structured Training : Full onboarding, process training, and ongoing mentorship.

✅ Professional Development : Exposure to credit, compliance, and real estate finance.

✅ Growth Potential : Opportunity to scale responsibilities as the team expands.

✅ Impactful Work : Play a pivotal role in maintaining loan quality and supporting portfolio growth.

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Accounting / Auditing

Industries

Real Estate and Financial Services

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