At a Glance
- Tasks: Manage customer accounts and ensure exceptional service delivery in bridging finance.
- Company: A city-based bank with a growing Bridging Finance team.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Join a dynamic team with a focus on operational excellence and customer satisfaction.
- Why this job: Be the key contact for customers and brokers while making a real impact.
- Qualifications: Experience in bridging finance or similar lending environments is essential.
The predicted salary is between 55000 - 55000 £ per year.
We’re looking for a proactive and customer-focused Portfolio Manager to join a growing Bridging Finance team at a city-based bank. This is a key servicing and portfolio management role where you'll become the primary point of contact for customers, brokers and internal stakeholders throughout the life of a loan. You'll manage customer requests, support portfolio performance and ensure exceptional service delivery while maintaining strong risk and compliance standards.
The ideal candidate will have experience within bridging finance, specialist property lending, mortgages or a similar lending environment, with a strong understanding of loan servicing, customer management and credit processes.
Location: London (City)
Salary: £55K
Hybrid working: 50% Office/50% Working from home
- Portfolio Management & Customer Servicing
- Act as the first point of contact for customers, brokers and internal colleagues on all servicing matters
- Manage customer requests including facility extensions, consents to lease and partial releases of security
- Maintain ownership of enquiries from receipt through to completion
- Keep customers and brokers informed throughout the lifecycle of each request
- Deliver timely, accurate responses in line with agreed service standards
- Credit & Risk Management
- Assess customer requests and ensure adherence to lending policies and procedures
- Secure approvals from underwriting and risk teams where required
- Prepare and present credit proposals for amendments to existing facilities
- Monitor accounts for early warning indicators and take appropriate action when required
- Escalate higher-risk cases in accordance with bank policies and procedures
- Portfolio Oversight
- Manage a portfolio of customer accounts, ensuring facilities remain within agreed tolerances
- Support customers approaching maturity to ensure timely repayment of facilities
- Consider and process short-term extensions in line with delegated authorities and policies
- Produce customer documentation including redemption statements and servicing correspondence
- Operational Excellence
- Maintain accurate customer records across internal systems
- Ensure servicing activities are completed accurately and efficiently
- Support departmental projects and continuous improvement initiatives
If you're an experienced lending or servicing professional with a passion for bridging finance, customer relationships and portfolio management, we'd love to hear from you.
Portfolio Manager - Bridging in City of London employer: LMA Recruitment
Join a dynamic and innovative team in the heart of London, where your expertise as a Portfolio Manager will be valued and nurtured. We offer a hybrid working model that promotes work-life balance, alongside competitive salary packages and opportunities for professional growth within the specialist property finance sector. Our collaborative culture encourages relationship-building with brokers and clients, ensuring you thrive in a fast-paced environment while making a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager - Bridging in City of London
✨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.
✨Connect on Professional Platforms
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 LMA Recruitment. 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 - Bridging in City of London
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 LMA Recruitment.
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 LMA Recruitment'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 LMA Recruitment
✨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 LMA Recruitment.
✨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 LMA Recruitment 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 LMA Recruitment 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.
