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For Companies At a Glance
- Tasks: Manage borrower interactions and oversee loan processes in a dynamic environment.
- Company: Join a leading Bridging Lender known for its success and growth.
- Benefits: Enjoy a competitive salary, bonuses, hybrid working, and career progression opportunities.
- Why this job: Be part of a vibrant team that values innovation and relationship-building.
- Qualifications: Strong skills in Microsoft Office and a knack for managing priorities are essential.
- Other info: Opportunity to represent the company at industry events and enhance your professional network.
The predicted salary is between 45000 - 55000 £ per year.
Portfolio Manager
Ref : RP6029 Salary : £45,000 to 55,000 Contract Type : PermanentLocation : Manchester, North West
Skill Set
Portfolio Manager, Loan Manager, Portfolio, Bridging Finance, Bridging Loan, Relationship Manager
An exceptional career opportunity is available, due to the company\’s success and expansion, for a Bridging Loan Portfolio Manager, with a leading Bridging Lender
A market leading package is being offered, a competitive negotiable package, comprehensive benefits and bonus, a long-term career in a dynamic organisation and career progression.
Base salary is very much dependent upon experience. Hybrid working available after successful probation
Bridging Loan Portfolio Manager Main Requirements
- Undertaking the Pre-Completion Call
- Dealing with all Borrower interaction once the loan draws-down
- Managing the satisfaction of Conditions Subsequent
- Obtaining of documents as required (e.g., building insurance certificates; replacement AST documents; leases)
- Maintenance of satisfactory records of events during the life of the Loan (primarily but not exclusively using the CRM system)
- Managing anticipated redemption dates
- Negotiating additional loan facilities with the borrower (i.e., term extensions)
- Instructing and liaising with our appointed Lawyer to document loan extensions
- Escalating cases to the Credit Risk Manager / Managing Director
- Preparation of updates to the Lenders / Funders that own the underlying loan.
- Within 5 days of the loan completing issue, addressed to the Borrower our welcome letter which includes the assigned PM name and contact details.
- Checking security documents are correctly executed.
- Maintaining list of executed security documents (as detailed in the Report on Title)
- Monitoring registrations of the charges to ensure they are properly registered.
- Monitor Corporate Borrower’s at Companies House where any alerts are provided and ensure that Confirmation Statements and accounts filed on time and that there are no changes of directorships.
- Where works are being undertaken to the property liaise with the Borrower and / or our appointed Project Monitoring Surveyor (PMS) / Asset Manager (AM) to ensure works are progressing on time, on cost and of quality.
- Where works are being undertaken to the property from the facility allows, action any potential release monies in accordance with our appointed PMS / AM
- Up to date knowledge of tenants, payments, rents, next rent payment due. Understanding borrowers’ activity in other purchases to see if they want to fund other projects through us.
- Hosting borrowers at events (out of hours and weekends) to generate further loan opportunities and strengthen / develop relationships.
- Representing the business at industry sector and social events as required by the business.
- Assisting with possession claims and default claims or appointing receiver’s
- Be able to deal with questions / queries from assignees and sub funders.
- Understanding the suite of security documents and powers conferred within.
Bridging Loan Portfolio Manager Person Specification
- Have excellent Microsoft Excel, Outlook, and Word experience.
- Be comfortable with change and invoking process change.
- Be prepared to contribute to ideas to improve finance systems, processes, and controls; and support their implementation.
- Be able to manage competing priorities and deliver on time deadlines.
- Cover colleagues’ roles during periods of absences.
- Be confident to elevate issues to management.
APPLY
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Portfolio Manager employer: Recruitment Solutions (Folkestone) Ltd
Contact Detail:
Recruitment Solutions (Folkestone) Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager
✨Tip Number 1
Network with professionals in the bridging finance sector. Attend industry events and connect with potential colleagues on platforms like LinkedIn to gain insights and make valuable contacts.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in bridging loans. This knowledge will not only boost your confidence but also demonstrate your commitment to staying informed in your field.
✨Tip Number 3
Prepare to discuss your experience with CRM systems and how you've used them to manage portfolios effectively. Be ready to share specific examples that highlight your organisational skills and attention to detail.
✨Tip Number 4
Showcase your relationship management skills by preparing anecdotes about how you've successfully built and maintained client relationships in previous roles. This is crucial for a Portfolio Manager position.
We think you need these skills to ace Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in portfolio management, bridging finance, and relationship management. Use specific examples that demonstrate your skills in these areas.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention how your background aligns with the company's goals and values.
Showcase Relevant Skills: Emphasise your proficiency in Microsoft Excel, Outlook, and Word, as well as your ability to manage competing priorities. Provide examples of how you've successfully navigated similar challenges in past roles.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This can help keep you on their radar.
How to prepare for a job interview at Recruitment Solutions (Folkestone) Ltd
✨Know Your Portfolio Management Basics
Make sure you brush up on your knowledge of portfolio management, especially in the context of bridging loans. Be prepared to discuss your experience with managing borrower interactions and loan conditions, as this will be crucial for the role.
✨Demonstrate Your Relationship Management Skills
Since the role involves liaising with borrowers and other stakeholders, be ready to share examples of how you've successfully built and maintained professional relationships in the past. Highlight any specific instances where your relationship management led to successful outcomes.
✨Showcase Your Problem-Solving Abilities
Prepare to discuss how you've handled challenges in previous roles, particularly those related to loan management or borrower satisfaction. Companies value candidates who can think on their feet and come up with effective solutions under pressure.
✨Familiarise Yourself with Relevant Software
Since the job requires maintaining records using a CRM system, make sure you're comfortable discussing your experience with similar software. If you have experience with Microsoft Excel, Outlook, and Word, be ready to provide examples of how you've used these tools effectively in your work.
