Assistant Relationship Manager - Real Estate Finance
Our client is a well-funded and capitalised UK Bank that offers straightforward business banking. Established over 60 years ago they are truly challenging the big banks nationally and giving businesses a flexible alternative option for their funding requirements.
Business Area Summary:
Real Estate Finance is a core and extremely important, growing part of our client’s business. Their focus is on Residential Investment, Residential Development, Commercial Investment and Commercial Development transactions - deal size focus typically between £2m and £50m.
To project manage the Real Estate Finance deal pipeline through to successful conclusion, keeping all parties updated and proactively chasing progress.
To support the REF Relationship Directors to grow the customer base by consistently delivering excellent customer service.
Project Manage deal execution process, take personal responsibility for ensuring a harmonious customer experience.
Ensure that deals are progressed in appropriate timescales, proactively chase internal and external partners to drawdown.
Advise the Relationship Director of progress, agree action plan for any issues and execute to take deal to next stage.
Working with the RD and liaising with the borrower to fulfil KYC/CRA requirements at the outset of the transaction.
Obtaining professional quotes for legal, monitoring surveyor and valuation services, instructing professional services to act on behalf of the Bank.
Present all conditions precedent for sign off by Relationship Director and Credit, demonstrate attention to detail, highlight issues, aspire to 100% Right First Time.
Ability to prioritise and work to tight deadlines, assist other team members during peak periods. Adopt a "Team REF" approach.
Identify, assess and escalate all risks and ensure compliance with internal Policies and external regulations (including Customer Due Diligence, Records Management, Information Security, Complaints, Anti-Bribery and Corruption.)
Collating information necessary to facilitate tranche drawdowns and presenting the information in a timely manner to the RD/RM.
Liaising with borrower, professional panel, finance in respect of repayments and security releases (procuring the necessary information and presenting to the RD for submission to credit.)
Work collaboratively with the Relationship Team, Operations and Credit to deliver a 1st class service to the customer base.
Maintain accurate records relating to the portfolio to ensure data quality / MI reporting remains robust. (Sword Apak, I-Drive, Onesource Spreadsheet)
Knowledge & Experience Required:
Experience of UK Real Estate Finance within the Financial Services Industry.
Background of high performance in a Real Estate Finance support environment, exceptional customer service essential.
Strong prioritisation skills and proven track record in working under pressure.
A-level or Banking Qualification.
How You Will Be Rewarded:
This is an opportunity to be part of a stable, established, nimble, small but expanding Bank where career opportunities are there for the taking.
You will receive a base salary of up to £40,000 PA plus discretionary annual bonus, pension, healthcare and other benefits.
Our client believes in giving their employees autonomy, with initiative and exceptional performance being recognised through a variety of individual and team awards and incentives.
- Deal Execution
- Project Management
- Real Estate Transactions
- Commercial Banking
- Property Finance
Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.Report this job
"Office Assistant jobs in London"
'Saved search name'