Assistant Relationship Manager - Real Estate Finance
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 competitive basic salary 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.