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Relationship Director

Posted 5 January by REFC Ltd Ended


  • Generating and leading prospect client pipeline
  • Collating information and producing credit papers
  • Liaising with lenders
  • Handling transactions with all parties (client, lender, solicitors, valuers, etc.) from start to completion


Achieving Results

  • Identifying and developing opportunities which are of a direct benefit to the business;
  • Producing a personal performance which can be clearly demonstrated to have assisted the company in achieving its objectives and long-term strategy.

Client Focus

Building and maintaining meaningful and long lasting relationships with clients based on an in-depth understanding of their needs

Self-Development & Professionalism

Continuously developing skills, knowledge and behaviour to improve level of performance

Team Work

Contributing to the overall effectiveness of the team


a) Identifying opportunities to grow the revenue of the company by introducing new Real Estate client base to the company for raising debt on transactional mandates of a minimum £1m in the UK/Europe via telemarketing, professional contacts, referrals or by attending networking events, auctions, etc.;

b) Creating and maintaining a portfolio of Real Estate clients through promoting, reinforcing and delivering the company’s Client and Business Development Philosophy;

c) Completing full due diligence over new potential clients and collating necessary information on the transaction;

d) Preparing meeting notes and filing them for any new potential clients;

e) Negotiating fees with new potential clients with the intention of achieving high return for the Company’s services

f) Preparing credit papers on the client's potential lending request to be presented to the prospective lender(s);

g) Liaising with lenders to quote and win transaction business at acceptable margins taking into account commercialism and overall client view

h) Negotiating with valuers with the intention of achieving optimal results

i) Ongoing follow-up with professionals (lenders, solicitors, valuers) to ensure the transaction is dealt with in a timely fashion and completion is achieved within required deadline

j) Preparing detailed quarterly business plan, which covers relevant goals and objectives;

k) Reporting on a weekly basis to the Head of Credit re. its current pipeline and weekly objectives and targets

Required skills

  • Business Development
  • Lending
  • Microsoft Office
  • Organisational Skills
  • Real Estate

Reference: 34154681

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