Client Relationship Associate

Role: Client Relationship Officer

Client: Global Independent Offshore Bank

Location: Hybrid/London EC3 – 3 Days on site

Salary range: £40-45k + Bonus and benefits

NO SPONSORSHIP OR VISA TRANSFER AVAILABE

Our client is looking for a new team member to assist the Relationship Management team with managing a diverse portfolio of loans secured on real estate, ensuring full compliance with all corporate standards, policies, process and procedures.

Your responsibilities will include:

• Providing full support to the Relationship Management (RM) team in the management of a diverse portfolio of loans secured on real estate.
• Dealing with any account-related queries.
• Monitoring limits exceeded and excess reports.
• Monitoring financial and non-financial covenant compliance.
• Pre-advising clients of payments that fall due at month/quarter end and monitoring/chasing for receipt.
• Producing regular reporting in accordance with departmental requirements, including maintaining of development loan and other spreadsheets.
• Ensuring that all loan-related documentation is filled/archived in an easy-to-access manner.
• Collating information to ensure that the Customer Relationship Management system is kept fully up-to-date.
• Assisting, as required, with the review of lending loan facilities and presenting a written review to Credit Committee.
• Continually reviewing and making recommendations for streamlining the loans administration process and reporting required.
• Gathering sufficient background information in order to be able to commence the preparation of property-related credit applications and assisting with the completion of such credit applications.
• Create files for new clients in accordance with the banks systems and procedures.
• Providing the client with a high quality, professional and compliant service.
• Be responsible for on boarding new clients in line with the banks AML and KYC requirements.

Your qualifications and skills include:

• Good loan administration skills.
• Sound general banking knowledge.
• Speed, accuracy and reliability.
• Excellent communication skills.
• Co-operative attitude.
• Comprehensive knowledge of MS applications.
• Excellent knowledge of AML and KYC requirements internally and externally.