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For Companies At a Glance
- Tasks: Manage borrower relationships and evaluate property development deals.
- Company: Invest & Fund is a leading provider of finance for residential property developers.
- Benefits: Join a dynamic team with growth opportunities in a regulated financial services environment.
- Why this job: Be part of an ambitious growth plan and work with experienced professionals.
- Qualifications: Strong knowledge of real estate finance, analytical skills, and excellent communication abilities required.
- Other info: No external recruiters, please.
The predicted salary is between 43200 - 72000 £ per year.
SENIOR UNDERWRITER / RELATIONSHIP MANAGER ROLE – AD WORDING
About Us
Invest & Fund is an exciting and dynamic growth business in its sector. It provides access to a unique asset for High-Net-Worth Individuals and family offices, as well as institutions. Its speciality and focus are on the finance needs of residential property developers. It is an acknowledged leader in the provision of high-quality finance and is an established and exemplary player in the rapidly growing private debt/credit sector.
The business has grown rapidly, robustly, and carefully, and has now entered a dynamic, scale up phase. As a fully FCA authorised and regulated business operating in financial services, operational, governance, risk and control requirements are a key focus of the business.
About You
We’re seeking a highly motivated and analytical property Relationship Manager / Senior Underwriter to join our dynamic team. The successful candidate will be responsible for managing our Borrower client relationships.
Reporting to the Head of Development Finance, you will serve as a trusted resource and exercise sound judgement when evaluating property development deals and their associated due diligence and contract terms. An important aspect of the role is to create meaningful strategic relationships that add value to Invest & Fund.
As part of a wider Development Finance Team, you will work closely with the Directors, Development Finance to help source and deliver new business in addition to be the primary point of contact for existing clients.
Ideally you will:
- Have a strong knowledge and understanding of the real estate development finance market.
- Possess strong analytical and quantitative skills.
- Be an excellent communicator with an ability to compile and write solid and robust reports.
- Highly motivated with an ability to work independently and collaboratively with the wider team.
- Self-assured professional with an ability to build effective relationships with internal and external stakeholders.
About the Role
Key elements of the role:
- Underwriting and Risk Assessment – Evaluate residential property loan applications, assessing the risk and viability of each loan request in accordance with company policies and regulatory guidelines.
- Property Valuation Analysis – Review and analyse property valuations and market data to determine the adequacy of collateral.
- Decision Making – Make informed underwriting decisions and provide recommendations to the credit committee, ensuring all loan approvals are in line with the company’s risk appetite.
- Documentation and Compliance – Ensure all underwriting documentation is complete and compliant with internal policies and external regulations.
- Stakeholder Communication – Liaise with Customers, brokers, solicitors, surveyors, and internal teams to facilitate smooth processing of loan applications.
- Market Insight – Stay updated on market trends, regulatory changes, and industry best practices to continuously improve the underwriting process.
- Reporting – Prepare and present regular reports on underwriting activities, loan portfolio performance, and market conditions to senior management.
If you’d like to be a major contributor to our ambitious growth plans and would like to work with an exceptionally experienced and dynamic team, we’d love to hear from you.
No external recruiters please.
Relationship Manager / Senior Underwriter / employer: Invest & Fund
Contact Detail:
Invest & Fund Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager / Senior Underwriter /
✨Tip Number 1
Familiarize yourself with the latest trends in the real estate development finance market. This knowledge will not only help you during interviews but also demonstrate your commitment to staying informed and relevant in the industry.
✨Tip Number 2
Network with professionals in the property development and finance sectors. Building relationships with brokers, solicitors, and surveyors can provide valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your past experience that highlight your analytical skills and decision-making abilities. Being able to articulate how you've successfully managed client relationships or evaluated loan applications will set you apart.
✨Tip Number 4
Showcase your communication skills by being clear and concise in all interactions. Whether it's during a phone call or a face-to-face meeting, effective communication is key to building trust with clients and stakeholders.
We think you need these skills to ace Relationship Manager / Senior Underwriter /
Some tips for your application 🫡
Understand the Company: Before applying, take some time to understand Invest & Fund's business model and their focus on residential property development finance. This will help you tailor your application to align with their values and objectives.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in underwriting and risk assessment, particularly in the real estate sector. Provide specific examples of how you've successfully managed client relationships and evaluated loan applications.
Showcase Analytical Skills: Since the role requires strong analytical and quantitative skills, make sure to include any relevant projects or experiences that demonstrate your ability to analyze data and make informed decisions.
Craft a Compelling Cover Letter: Your cover letter should not only express your interest in the position but also highlight your communication skills. Discuss how you can build effective relationships with stakeholders and contribute to the company's growth.
How to prepare for a job interview at Invest & Fund
✨Show Your Analytical Skills
As a Senior Underwriter, you'll need to demonstrate strong analytical and quantitative skills. Be prepared to discuss specific examples of how you've evaluated property development deals in the past, including your thought process and the outcomes.
✨Communicate Effectively
Excellent communication is key in this role. Practice articulating your thoughts clearly and concisely, especially when discussing complex financial concepts or underwriting decisions. Consider preparing a brief report or presentation to showcase your ability to compile and write robust reports.
✨Understand the Market
Stay updated on current trends in the real estate development finance market. Be ready to discuss recent changes or developments that could impact underwriting practices, and how you would adapt to these changes in your role.
✨Build Relationships
Since relationship management is a crucial part of the job, think about how you can demonstrate your ability to build effective relationships with stakeholders. Prepare examples of how you've successfully managed client relationships or collaborated with internal teams in previous roles.
