At a Glance
- Tasks: Manage portfolio analysis, monitor loan expiries, and prepare credit proposals.
- Company: Established Challenger with a focus on property specialists.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Opportunity to work on exciting projects and travel nationally.
- Why this job: Join a dynamic team and make a real impact in property finance.
- Qualifications: Experience in property lending and strong analytical skills required.
The predicted salary is between 60000 - 75000 £ per year.
My client is an established Challenger with various property specialists teams. Ensuring strong credit stewardship is maintained including monitoring loan expiries, extensions, interest trances, construction milestones, part releases etc.
Preparing and monitoring monthly time delays and cost overrun analysis to identify common issues at an early stage. Cash flow analysis against original credit-approved cash flow to identify material variances at book level.
To stay informed and hold up to date knowledge about the team’s and group’s procedures and policies relevant to your role. Keeping accurate records, maintaining portfolio monitoring systems and preparing regular reporting for review.
Prepare and present accurate credit proposals for any amendments to existing facilities, ensuring compliance with the Bank's credit policies and procedures. Monitor early warning indicators on accounts taking appropriate and timely action in line with bank guidance, if required completing referrals to business support, escalating concern cases in accordance with group policy.
To assist with any team or bank projects and undertake additional duties as required by management from time to time.
- Good level of experience in property lending/development finance within a banking or professional property services environment.
- Understanding of property development finance.
- Strong ability to review and disseminate information received to review and present to credit departments.
- Demonstrated experience in servicing customer accounts, ideally within the bridging finance sector or a similar financial services environment.
- Solid understanding of risk management principles, with the ability to identify and mitigate potential risks in customer accounts and inquiries.
- Experience with the following banking tools is desirable: Phoebus, Keystone and Tableau.
- Ability to travel nationally.
Location: London (hybrid working)
Portfolio Analysis Manager in City of London employer: Buckden Partners
As a Portfolio Analysis Manager at our established Challenger bank in London, you will thrive in a dynamic work culture that prioritises innovation and collaboration. We offer competitive benefits, including hybrid working arrangements, and a commitment to employee growth through continuous training and development opportunities. Join us to be part of a forward-thinking team that values your expertise in property lending and risk management while providing a supportive environment for your professional journey.
