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- Tasks: Manage customer inquiries and oversee loan servicing in Real Estate Finance.
- Company: Join a leading challenger bank offering tailored financial solutions.
- Benefits: Enjoy hybrid working, growth potential, and a supportive environment.
- Why this job: Make a real impact while building a rewarding career in finance.
- Qualifications: 3+ years in customer service, strong financial knowledge, and excellent communication skills required.
- Other info: Ideal for proactive individuals looking to thrive in a dynamic setting.
The predicted salary is between 42000 - 84000 £ per year.
Join a Leading Challenger Bank as a Portfolio Manager!
Location – Central London (Hybrid)
About the Bank
This challenger bank offers tailored financial solutions across a number of verticals, within SME and Real Estate Finance. The Portfolio Manager will be the primary point of contact for customers, brokers, and internal teams, overseeing the management and servicing of Specialist Mortgages. The role involves handling inquiries, processing loan variations, managing accounts, and ensuring compliance with bank policies and regulations.
Responsibilities
- Manage and resolve inquiries from customers, brokers, and internal teams
- Oversee loan agreement variations and security releases
- Ensure timely repayments for accounts nearing term completion
- Mitigate risks and monitor early warning indicators
- Champion best practices and deliver positive customer outcomes
- Collaborate with internal and external partners
About the Candidate
The ideal candidate is proactive, customer-focused, and has:
- At least 3 years of experience in a customer service role, preferably in financial services
- Strong knowledge of servicing, financial regulation, and risk management
- Intermediate skills in Microsoft Word and Excel
- Excellent communication and relationship-building skills
- Ability to make informed decisions and manage complex queries independently
- Experience with lending mandates and Real Estate Finance, ideally within Specialist Mortgages
- Collections experience and understanding of financial regulations
This is a fantastic opportunity to build a rewarding career in a dynamic and supportive environment. The bank offers growth potential and a chance to make a real impact in its chosen markets.
Seniority level: Associate
Employment type: Full-time
Job function: Other
Industries: Financial Services and Banking
Portfolio Manager - Real Estate Finance employer: CRS
Contact Detail:
CRS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager - Real Estate Finance
✨Tip Number 1
Network with professionals in the real estate finance sector. Attend industry events or join relevant online forums to connect with people who work at challenger banks or in similar roles. This can help you gain insights and potentially get referrals.
✨Tip Number 2
Familiarise yourself with the latest trends in real estate finance and regulations. Being knowledgeable about current market conditions and compliance requirements will demonstrate your commitment and expertise during interviews.
✨Tip Number 3
Prepare for situational interview questions by thinking of examples from your past experience that showcase your problem-solving skills and customer service excellence. Highlight instances where you've successfully managed complex queries or improved customer outcomes.
✨Tip Number 4
Research the specific challenger bank you're applying to. Understand their values, mission, and the unique services they offer. Tailoring your conversation to align with their goals can set you apart from other candidates.
We think you need these skills to ace Portfolio Manager - Real Estate Finance
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service and financial services. Emphasise your knowledge of servicing, financial regulations, and risk management, as these are key for the Portfolio Manager role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive approach and customer-focused mindset. Mention specific examples from your past roles that demonstrate your ability to manage complex queries and deliver positive outcomes.
Highlight Relevant Skills: In your application, clearly outline your intermediate skills in Microsoft Word and Excel. These technical skills are important for the role, so make sure they stand out.
Showcase Your Experience: If you have experience with lending mandates or in Real Estate Finance, be sure to include this in your application. Detail any collections experience and understanding of financial regulations, as these will strengthen your candidacy.
How to prepare for a job interview at CRS
✨Know Your Financial Regulations
Brush up on your knowledge of financial regulations and compliance, as this role heavily involves ensuring adherence to these standards. Be prepared to discuss how you've navigated regulatory challenges in previous roles.
✨Demonstrate Customer Focus
Since the position requires a strong customer service orientation, think of specific examples where you've gone above and beyond for clients. Highlight your ability to resolve complex queries and maintain positive relationships.
✨Showcase Your Analytical Skills
As a Portfolio Manager, you'll need to make informed decisions based on data. Prepare to discuss your experience with risk management and how you've used analytical skills to mitigate risks in past roles.
✨Familiarise Yourself with Specialist Mortgages
Understanding the nuances of Specialist Mortgages will set you apart from other candidates. Research common loan variations and security releases, and be ready to discuss how you've handled similar situations in your career.
