At a Glance
- Tasks: Review and assess project information, conduct financial reviews, and prepare credit papers.
- Company: Established Challenger Bank with a strong Development Finance business.
- Benefits: Competitive salary up to £65k, hybrid working, and opportunities for professional growth.
- Why this job: Join a dynamic team and make an impact in the residential development industry.
- Qualifications: University degree or equivalent, 3+ years in financial services, real estate lending experience.
- Other info: Fast-paced environment with a focus on exceptional customer service.
The predicted salary is between 39000 - 65000 £ per year.
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 thorough 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 meetings, taking detailed notes and ensuring that all action points are diligently followed up.
- Prepare 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:
- 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.
- 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 lending propositions.
- Excellent customer service skills.
Salary: up to £65k (depending on experience)
Location: Leeds (hybrid working)
Assistant Relationship Manager - Development Finance in Leeds employer: Buckden Partners
Contact Detail:
Buckden Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Relationship Manager - Development Finance in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who have experience in development finance. A friendly chat can lead to insider info about job openings or even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your financial analysis skills. Be ready to discuss how you would assess project viability and handle KYC requirements. Show them you know your stuff!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you and match your skills. We’ve got plenty of opportunities waiting!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can set you apart from other candidates. Mention something specific from your conversation to remind them why you’re the perfect fit for the role.
We think you need these skills to ace Assistant Relationship Manager - Development Finance in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Assistant Relationship Manager role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that relate to the responsibilities listed, like your ability to conduct financial reviews or prepare credit papers.
Showcase Your Communication Skills: Since excellent written communication is key for this role, make sure your application is clear and concise. We love attention to detail, so double-check for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Buckden Partners
✨Know Your Numbers
Brush up on your financial analysis skills before the interview. Be prepared to discuss how you would assess project viability and conduct financial reviews using the Bank’s proprietary Appraisal Model. Showing that you can think critically about numbers will impress the interviewers.
✨Master the Details
Since attention to detail is crucial for this role, practice discussing past experiences where your meticulousness made a difference. Bring examples of how you’ve prepared Credit Papers or handled KYC requirements, as this will demonstrate your capability to manage complex information accurately.
✨Showcase Your Customer Service Skills
Prepare to talk about how you've delivered exceptional customer service in previous roles. Think of specific instances where you went above and beyond for clients, especially in a fast-paced environment. This will highlight your alignment with the bank's commitment to best-in-class service.
✨Be Ready for Teamwork Questions
As this role requires collaboration with various stakeholders, be ready to discuss how you work within a team. Share examples of successful partnerships with colleagues, solicitors, or valuers, and how you ensured effective communication and follow-up on action points.