Relationship Manager - Financial Services

Posted 26 October by CBC Resourcing Solutions
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Relationship Manager - Financial Services


£30,000 - £38,000 + Excellent Benefits

Our client is a leading provider of funding solutions specialising within the property sector working with small-medium sized businesses. Due to continued growth, they are looking to recruit to a Relationship Manager to be based within their office near Warrington.

Responsibilities will include:

  • To liaise with the New Business team to ensure a new client take- on proceeds smoothly
  • Risk Management — assess risk at all times
  • Dealing with Monthly Stage Claims
  • Updating client notes on the system
  • Maintain diary system to chase for outstanding information
  • Interfacing with appointed Quantity Surveyors
  • Attending Monthly Portfolio Management and weekly client update meetings
  • To prepare for and to ensure that the Client Reviews are undertaken and completed on time, i.e. to include extensions and other amendments to Facilities
  • To maintain and develop a good close working relationship with the clients

We are looking for candidates with Ideally experience of property/business lending or property deal /site management. You must be highly organised with a confident personality and possess outstanding customer service skills along with the ability to manage and develop new and existing relationships.

Reference: 44486588

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