Assistant Relationship Manager

2 days ago


Leeds, Leeds, United Kingdom Buckden Partners Full time

My client is an established Challenger Bank with a successful Development Finance business.

Responsibilities:

  • To review and critically assess all project and corporate information provided by prospective customers, ensuring completeness and accuracy.
  • Conduct through financial reviews and viability analysis of new business opportunities using the Bank's proprietary Appraisal Model, ensuring speed and accuracy at all times
  • To accompany Lending Directors on site visits and client meeting, taking detailed notes and ensuring that all that action points are diligently followed-up
  • Prepare of Credit Papers for presentation to the Bank's Credit Committee
  • Prepare facility letters in line with Credit Committee approval, ensuring compliance with all stipulated terms.
  • Instruct and collaborate with Solicitors, Valuers and project Monitoring Surveyors,) interpreting reports and addressing any arising issues.
  • Deal with all KYC and other regulatory requirements (Source of Wealth, Source of Funds, Sanctions checks)
  • Deal with the loan conditions and ensure each deal is in line with credit's and the Bank's expectations
  • Take full ownership of deals from credit approval to completion, delivering exceptional customer service throughout the process
  • Contribute to raising the Bank's profile and reputation within the residential development industry through proactive marketing, intelligent deal analysis and best-in-class customer service

What you will Bring:

Qualifications and experience

  • University degree or equivalent, or relevant experience in the financial services sector
  • 3+ years of experience working in a similar role (in a bank or non-bank lender)
  • Real Estate lending experience (essential)
  • Experience working in a fast-paced environment

Competencies and Attributes

  • Excellent written and verbal communication skills
  • Highly organised with the ability to prioritise multiple deadlines effectively
  • Good quality credit writing skills with attention to detail (essential)
  • Team-oriented with the ability to collaborate effectively with colleagues
  • Analytical mindset with the ability to assess the viability of a lending propositions
  • Excellent customer service skills

Salary: up to £65k (depending on experience)

Location: Leeds (hybrid working)



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