Relationship Support Specialist

**This role can be based in London or Reading.**

**What you will do**

You will support the management of the REF pipeline through to successful completion, keeping all parties updated & proactively chasing progress. As a Relationship Support Specialist you will maintain and assist with in-life support for existing customer base. In the role, you will support the REF Relationship Directors to grow the customer base by consistently delivering excellent customer service.

**_Key Responsibilities_**
- Support the management of the deal execution process, take personal responsibility for ensuring a positive customer experience
- Project manage all transactions within appropriate timescales, proactively chase internal & external partners to facilitate drawdown of funds
- Advise the Relationship Director of progress, agree action plan for any issues & execute to take deal to next stage
- Collaborating with Relationship Directors and borrowers to fulfil CDD/CRA requirements during the life of the customer relationship
- Responsible for obtaining professional quotes for legal, monitoring surveyor and valuation services, preparing instruction letters for professional services to act on behalf of the Bank, ensuring the most up to date versions are utilised
- Review and present all conditions precedent for sign off by Relationship Director & Credit ensuring supporting documents are accurate and saved in appropriate locations
- Obtain and collate covenant information from customers ensuring supporting documents are accurate and saved in appropriate locations
- Ability to prioritise & work to tight deadlines, assist other team members during peak periods
- 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 & Corruption)
- Collating information necessary to facilitate tranche drawdowns and present the information in a timely manner to the RD
- Liaise with borrower, professional panel, finance in respect of repayments and security releases (procuring the necessary information and present to the RD for submission to credit) ensuring internal systems are kept up to date and accurate
- Work collaboratively with the Relationship Team, Financial Crime, Credit & Governance & Quality Assurance to deliver a 1st class service to our customer base
- Input data to maintain accurate records relating to the portfolio to ensure data quality / MI reporting remains robust, aspire to 100% right first time (Aurius, I-Drive, nCino)

**What you will bring**
- Experience in Financial Services and working knowledge of Financial Services regulations (i.e. customer due diligence, anti-money laundering, GDPR, etc.)
- Experience and expert knowledge of Customer Due Diligence, methodologies and standards, preferably in Real Estate Finance

**Everyone is different. Everyone is valued**

As part of our vision to become the most trusted specialist lender in the UK, we’ve been helping customers and businesses fulfil their ambitions since 1952. In that time, we’ve learned that we’re more than the sum of our parts. We’re a strong Group because of our people and our strengths; specialist, expert, ambitious and also diverse. All of our people are different and this is something we celebrate.

Every one of our employees brings unique talent, ability and perspective to their role.

That’s why Secure Trust Bank Group nurtures differences. We understand that we perform better because we’re not cast from the same mould. We actively embrace and support diversity, work with leading industry bodies and promote initiatives that reinforce our philosophy of giving you the freedom to be who you are.

We’re an award-winning bank providing savings accounts and lending services to over one million customers. We’re Secure Trust Bank Group. We embrace difference.

We’re an award-winning bank providing savings accounts and lending services to over one million customers. We’re Secure Trust Bank Group. We embrace difference.