Portfolio Manager BD Support
Warrington - North West
The Role
To manage post cases, from funding to redemption to ensure that they complete with the original terms by implementing any account management and redemption strategies necessary.
Manage the Key relationships within the post-completion unit, by devising and agreeing an action plan of all key elements and reviewing, developing and implementing service-level agreements and reports, including any key financial implications that can be presented to the Board to provide them with surety that the performance of Key stakeholders are performing to the expected standard, mitigating risk to the business in line with the Boards appetite.

The Responsibilities

• Monitor the progress of loans through their term
• Monitor milestones, key events, and conditions subsequent during the term of the loan.
• Portfolio management and general support to the underwriting team
• Managing clients and brokers daily via telephone and email to gather information, identify issues and propose remediation plans.
• Identifying and appointing administrators or receivers where appropriate
• Managing relationships with solicitors, asset managers, receivers and administrators regularly
• Dealing with any breaches or non-compliance of the loan terms and chasing clients for payment or compliance.
• Prepare redemption statements
• Deal with any further advances or extensions required
• Build relationships with Key Partners and Investors
• Knowledge of Bridging Finance along with first and second charge residential, development and commercial loans.
• Ability to review and challenge documentation.
• Good team player and able to work on own initiative.
• Excellent oral and written communication
• Knowledge of the conveyancing process
• Background in Financial services
• Use of Excel spreadsheets
• Ability to communicate at all levels
• Have numeracy skills
• Good organisational skills & numeracy skills

Understanding and awareness of GDPR and legislative requirements
Apply for this Jo

• Monitor the progress of loans through their term
• Monitor milestones, key events, and conditions subsequent during the term of the loan.
• Portfolio management and general support to the underwriting team
• Managing clients and brokers daily via telephone and email to gather information, identify issues and propose remediation plans.
• Identifying and appointing administrators or receivers where appropriate
• Managing relationships with solicitors, asset managers, receivers and administrators regularly
• Dealing with any breaches or non-compliance of the loan terms and chasing clients for payment or compliance.
• Prepare redemption statements
• Deal with any further advances or extensions required
• Build relationships with Key Partners and Investors
• Knowledge of Bridging Finance along with first and second charge residential, development and commercial loans.
• Ability to review and challenge documentation.
• Good team player and able to work on own initiative.
• Excellent oral and written communication
• Knowledge of the conveyancing process
• Background in Financial services
• Use of Excel spreadsheets
• Ability to communicate at all levels
• Have numeracy skills
• Good organisational skills & numeracy skill