At a Glance
- Tasks: Manage heavy refurbishment loans and ensure strong credit stewardship.
- Company: Established Challenger with a focus on property specialists.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Collaborative environment with opportunities to travel nationally.
- Why this job: Join a dynamic team and make a real impact in property finance.
- Qualifications: Experience in property lending and strong customer service skills required.
The predicted salary is between 55000 - 60000 £ per year.
My client is an established Challenger with various property specialists teams. This role sits within the Bridging team but is focused on Heavy Refurbishment loans.
Responsibilities:
- Ensuring strong credit stewardship is maintained including monitoring loan expiries, extensions, interest trances, construction milestones, part releases etc.
- To be the first point of contact on all servicing matters for customers, brokers and internal colleagues.
- 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 approve advance payments, materials on site etc in accordance with delegated authorities.
- 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.
- Produce and provide administration documents for customers such as redemption statements.
- To assist with any team or bank projects and undertake additional duties as required by management from time to time.
What you will Bring:
- Good level of experience in property lending/ development finance within a banking or professional property services environment.
- Understanding of property development finance.
- Proven ability to manage multiple tasks efficiently, prioritise effectively and meet deadlines in a fast-paced environment.
- 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.
- High level of accuracy in all work, particularly in processing customer requests and maintaining customer records.
- A track record of delivering exceptional customer service, with a strong focus on meeting customer needs and expectations.
- Solid understanding of risk management principles, with the ability to identify and mitigate potential risks in customer accounts and inquiries.
- Excellent verbal and written communication skills, with the ability to effectively liaise with customers, brokers, and internal teams.
- Proven ability to work effectively as part of a team, contributing to a collaborative and supportive work environment.
- Experience with the following banking tools is desirable: Phoebus, Keystone and Tableau.
Competencies and Attributes:
- Analytical and problem-solving skills.
- Effective communication skills in both written and verbal.
- Ability to travel nationally.
- Able to conduct thorough research and stay informed on industry trends.
- A collaborative team player.
Salary: up to £60k
Location: London (hybrid working)
Portfolio Manager - Heavy Refurbishment in Slough employer: Buckden Partners
As a leading Challenger in the property finance sector, our company offers a dynamic work environment that fosters collaboration and innovation. With a strong focus on employee development, we provide ample opportunities for growth and advancement within the team, all while maintaining a supportive culture that values exceptional customer service. Located in London, our hybrid working model allows for flexibility, ensuring a healthy work-life balance for our employees.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager - Heavy Refurbishment in Slough
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Buckden Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Manager - Heavy Refurbishment in Slough
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Buckden Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Buckden Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Buckden Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Buckden Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Buckden Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Buckden Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
