Loan Portfolio Case Manager

4 weeks ago

Chester, United Kingdom Breeze Capital Full time


We are currently looking for a Loan Portfolio Case Manager who will report to the Director of Credit Risk and be primarily involved in the management of our growing portfolio of development, refurbishment and bridging loans.


Main responsibilities - Please note: This list is not exhaustive and other tasks/duties will arise that we expect the individual to do as and when they do.


  • The role will involve the management of a portfolio of existing customers and to assist dealing with new applications alongside. It will therefore require the Portfolio Manager to build strong relationships with both existing and new customers.
  • Responsible for the management of each loan until they are finally repaid in full.
  • Deliver high levels of accuracy and attention to detail when producing all written and communicated data.
  • Assist with the completion and management of the loan portfolio, including redemption of loans. This includes drafting and sending out interest payment reminders, completion letters, notification of changes in interest rates, redemption statements and term reminder letters to borrowers.
  • Calculation and preparation of loan redemption statements.
  • Monitoring the progress of the loan, including the build/refurbishment works, sales, planning and refinance.
  • Manage the Development loan drawdowns, including arranging monitoring visits, liaising with the QS, updates on progress and costs and ensuring the timely release of funds.
  •  Working closely with the Director of Risk to manage loans in default and this may include liaising with solicitors and the appointment of LPA receivers etc 
  • To proactively chase clients/brokers/solicitors etc for updates & outstanding documents
  • Updating the loan cases on the system and ensuring all information is uploaded.
  • Maintaining loan records and spreadsheets for MI.
  • To assist with providing information for external audits and ensuring all information is uploaded to the live records.
  • Answering the phone and being the first point of contact with commercial mortgage brokers and borrowers calling our office.

 

Key Competencies


  • Minimum 2 years Development monitoring and lending experience with the UK property market .
  • Someone who does not shy away from tough situations and are able to have difficult conversations with borrowers.
  • Self motivated, proactive with the ability to act on own initiative.
  •  A professional manner.
  • Assertive clear telephone manner, excellent communication & numeracy skills.
  • Team player, help others.
  • Enthusiastic with a positive can do attitude. No job is too small.
  • Excellent organisational skills, ability to prioritise.
  • Good attention to detail & ability to work to tight deadlines.
  • Be able to take direction/instruction.
  • Proficient in Microsoft Office (Excel & Word)


Location: Chester, Strictly Office based

  • Loan Documentation Specialist

    2 days ago

    Chester, United Kingdom Pontoon Full time

    mLocation: Chester Functional Title: Loan Documentation Specialist Hybrid 3 days in the office Duration 12 Months Description: The EMEA Loan Documentation Team sits within Global Market Loan Operations and is based in London. The team primarily supports the Global Credit and Special Situations Group (GCSS) in our Global Markets Business. GCSS is a...

  • Loan Documentation Specialist

    18 hours ago

    Chester, United Kingdom Pontoon Full time

    mLocation: Chester Functional Title: Loan Documentation Specialist Hybrid 3 days in the office Duration 12 Months Description: The EMEA Loan Documentation Team sits within Global Market Loan Operations and is based in London. The team primarily supports the Global Credit and Special Situations Group (GCSS) in our Global Markets Business. GCSS is a...

  • Loan Documentation Specialist

    1 day ago

    Chester, United Kingdom Pontoon Full time

    mLocation: ChesterFunctional Title: Loan Documentation SpecialistHybrid 3 days in the officeDuration 12 MonthsDescription:The EMEA Loan Documentation Team sits within Global Market Loan Operations and is based in London. The team primarily supports the Global Credit and Special Situations Group (GCSS) in our Global Markets Business. GCSS is a strategic...

  • Loan Documentation Specialist

    2 days ago

    Chester, United Kingdom Pontoon Full time

    mLocation: ChesterFunctional Title: Loan Documentation SpecialistHybrid 3 days in the officeDuration 12 MonthsDescription:The EMEA Loan Documentation Team sits within Global Market Loan Operations and is based in London. The team primarily supports the Global Credit and Special Situations Group (GCSS) in our Global Markets Business. GCSS is a strategic...

  • Loan Documentation Specialist

    2 days ago

    Chester, Cheshire, United Kingdom Pontoon Full time

    mLocation: Chester Functional Title: Loan Documentation Specialist Hybrid 3 days in the office Duration 12 Months Description: The EMEA Loan Documentation Team sits within Global Market Loan Operations and is based in London. The team primarily supports the Global Credit and Special Situations Group (GCSS) in our Global Markets Business. GCSS is a...

  • Loan Documentation Specialist

    7 hours ago

    Chester, Cheshire, United Kingdom Pontoon Full time

    mLocation: Chester Functional Title: Loan Documentation Specialist Hybrid 3 days in the office Duration 12 Months Description: The EMEA Loan Documentation Team sits within Global Market Loan Operations and is based in London. The team primarily supports the Global Credit and Special Situations Group (GCSS) in our Global Markets Business. GCSS is a...

  • Loan Documentation Specialist

    1 day ago

    Chester, Cheshire, United Kingdom Pontoon Full time

    mLocation: Chester Functional Title: Loan Documentation Specialist Hybrid 3 days in the office Duration 12 Months Description: The EMEA Loan Documentation Team sits within Global Market Loan Operations and is based in London. The team primarily supports the Global Credit and Special Situations Group (GCSS) in our Global Markets Business. GCSS is a...

  • Loan Documentation Specialist

    4 hours ago

    Chester, Cheshire, United Kingdom Pontoon Full time

    mLocation: Chester Functional Title: Loan Documentation Specialist Hybrid 3 days in the office Duration 12 Months Description: The EMEA Loan Documentation Team sits within Global Market Loan Operations and is based in London. The team primarily supports the Global Credit and Special Situations Group (GCSS) in our Global Markets Business. GCSS is a...

  • Case Handler

    1 week ago

    Chester, United Kingdom Connells Group Full time

    An exciting opportunity has arisen to join a small, friendly, dynamic but growing team within a large corporate group, based in **Chester**. Your role will be based in the busy **Recoveries Department** and you will undertake direct branch case reviews, administrative work, optimise the income recovery and develop indirect and direct debt cases. **Your key...

  • Band 7 Case Manager

    1 week ago

    Chester, United Kingdom TFS Healthcare Full time

    **Band 7 Case Manager** **Part time 2 days per week** **Chester** **£30ph however unsocial hours up to £50ph** TFS Healthcare are working with a trust in the North West for an exciting role as a Band 7 Case Manager within an Acquired Brain Injury service. - Band 7 Case Manager - Acquired Brain Injury Service West - Hours: Mondays and Tuesdays for 3...

  • Case Administrator

    4 weeks ago

    Chester, United Kingdom Ministry of Justice Full time

    **Case Administrator - PDU Cheshire West (Chester) - North West - 69719** **£19,087 - £23,182** **Chester**: **Case Administrators play a vital support role in probation teams, **Helping to keep the public safe. Giving people the chance to turn their lives around. Building a rewarding professional career. **We’re looking for empathetic, patient and...

  • Case Manager

    6 days ago

    Chester, United Kingdom Stellar Select Full time

    Job Title: Case Manager - Asset Finance Location: Chester, 5 days a week (After probation passed 4 days office 1 day from home) Salary: Up to circa £29,000 depending on experience Hours: Monday to Friday 9 am to 5:30 pm Benefits: 25 days of holiday with public holidays on top Private medical care 24-hour Employee assistance programme Life...

  • Case Manager

    6 days ago

    Chester, United Kingdom Stellar Select Full time

    Job Title: Case Manager - Asset FinanceLocation: Chester, 5 days a week (After probation passed 4 days office 1 day from home)Salary: Up to circa £29,000 depending on experienceHours: Monday to Friday 9 am to 5:30 pmBenefits:25 days of holiday with public holidays on topPrivate medical care24-hour Employee assistance programmeLife AssurancePensionHealth and...

  • Case Manager

    17 hours ago

    Chester, United Kingdom Stellar Select Full time

    Job Title: Case Manager - Asset Finance Location: Chester, 5 days a week (After probation passed 4 days office 1 day from home) Salary: Up to circa £29,000 depending on experience Hours: Monday to Friday 9 am to 5:30 pm Benefits: 25 days of holiday with public holidays on top Private medical care 24-hour Employee assistance programme Life...

  • Case Manager

    4 days ago

    Chester, Cheshire, United Kingdom Stellar Select Full time €29,000

    Job Title: Case Manager - Asset Finance Location: Chester, 5 days a week (After probation passed 4 days office 1 day from home) Salary: Up to circa £29,000 depending on experience Hours: Monday to Friday 9 am to 5:30 pm 25 days of holiday with public holidays on top Private medical care 24-hour Employee assistance programme Life Assurance Pension Health...

  • Case Manager

    5 days ago

    Chester, Cheshire, United Kingdom Stellar Select Full time €29,000

    Job Title: Case Manager - Asset Finance Location: Chester, 5 days a week (After probation passed 4 days office 1 day from home) Salary: Up to circa £29,000 depending on experience Hours: Monday to Friday 9 am to 5:30 pm 25 days of holiday with public holidays on top Private medical care 24-hour Employee assistance programme Life Assurance Pension Health...

  • Case Manager

    9 hours ago

    Chester, Cheshire, United Kingdom Stellar Select Full time €29,000

    Job Title: Case Manager - Asset Finance Location: Chester, 5 days a week (After probation passed 4 days office 1 day from home) Salary: Up to circa £29,000 depending on experience Hours: Monday to Friday 9 am to 5:30 pm 25 days of holiday with public holidays on top Private medical care 24-hour Employee assistance programme Life Assurance Pension Health...

  • Case Manager

    7 hours ago

    Chester, Cheshire, United Kingdom Stellar Select Full time €29,000

    Job Title: Case Manager - Asset Finance Location: Chester, 5 days a week (After probation passed 4 days office 1 day from home) Salary: Up to circa £29,000 depending on experience Hours: Monday to Friday 9 am to 5:30 pm 25 days of holiday with public holidays on top Private medical care 24-hour Employee assistance programme Life Assurance Pension Health...

  • Case Manager- Development Finance

    4 days ago

    Chester, Cheshire, United Kingdom Stellar Select Limited Full time €29,000

    Job Title : Case Manager - Asset Finance Location: Chester, 5 days a week (After probation passed 4 days office 1 day from home) Salary: Up to circa £29,000 depending on experience Hours: Monday to Friday 9 am to 5:30 pm 25 days of holiday with public holidays on top ~ Private medical care ~24-hour Employee assistance programme ~ Life...

  • Case Manager- Development Finance

    16 hours ago

    Chester, Cheshire, United Kingdom Stellar Select Full time

    Job Title : Case Manager - Asset Finance Location: Chester, 5 days a week (After probation passed 4 days office 1 day from home) Salary: Up to circa £29,000 depending on experience Hours: Monday to Friday 9 am to 5:30 pm 25 days of holiday with public holidays on top ~ Private medical care ~24-hour Employee assistance programme ~ Life...