Portfolio Manager Development Finance - South-West or South-East
Portfolio Manager Development Finance - South-West or South-East
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Job Description
The Development Finance Portfolio Management team is a segregated team who manage the credit risk of development finance transactions alongside other inlife activities. The Portfolio Manager role with have their own portfolio of clients in conjunction with team management responsibility.
The Portfolio Manager role will have responsibility for:
- Individual Development Monitoring working with 3rd party & inhouse monitoring surveyors
- EWI Monitoring
- Covenant Monitoring
- Annual Reviews
- Provision of addition debt facilities to support existing developments if needed
- Managing post inlife activities inclusive of site visits restructures and drawdowns
- Focus on customer retention & delivering a great customer experience
- Origination support to effectively onboard new customers
PM have responsibility for all performing cases working with the NPL team for underpreforming and nonperforming cases
Key Responsibilities
The primary responsibility will be to manage effectively a portfolio of Development Finance connections proactively manage risk across the portfolio and within the Group Risk Appetite.
The role will be required to work collaboratively with the wider Development Finance Team Construction Risk Structured Lending NPL and Real Estate Portfolio Management teams to provide a seamless client proposition.
In addition the role will have responsibility for:
- Develop and maintain excellent customer relationships with new and repeat borrowers
- Ensure a good understanding of policies procedures and compliance
- In conjunction with Business Support and Senior Portfolio Manager
- Active Portfolio Monitoring for trends concentrations subsector variances etc
- Market Analysis & Portfolio Reviews plus Horizon Scanning
- Consider market macroeconomic and regulatory impacts on the portfolio and take necessary actions where appropriate including updating relevant Risk Committees on early warning signs
- Manage credit legal and compliance risks on own portfolio and contribute to team controls
- Support and collaboration to wider team members
- Regular performance monitoring and performance management reporting
- Ensure the completion (within appropriate timescales) of ongoing credit stewardship activity to a high standard including but not limited to annual reviews MI / covenant monitoring EWI reporting / escalation Watch actions / reporting Expiries and KYC / AML
- Develop and maintain excellent working relationships both internally and externally
The role will report to the regional Senior Portfolio Manager
Qualifications :
- Degree/MBA or similar business qualification or equivalent work experience appropriate to the role
- Proven experience in Development Finance
- Deep and broad business and financial acumen
Additional Information :
Your Wellbeing We take your health and wellbeing very seriously by providing a range of benefits to give you and your family peace of mind. These include:
- Market leading family friendly policies such as access to our Maternity Adoption and Paternity policies from Day 1 of your employment
- Free access to Headspace a mindfulness & meditation digital health app
- Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause
- EAP (Employee Assistance Programme) Offering you support on a wide range of subjects including financial concerns mental wellbeing and more general queries around family work housing and health
- Cycle to work scheme
- Discounts on gym membership
- Contributory pension scheme & death in service
Your Lifestyle Its important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when youre enjoying your leisure time.
- Minimum of 27 days holiday per year
- Option to buy or sell holiday days through our flexiholiday scheme
- Discounts on gym membership nationwide
- Access to discounts on a range of high street and online brands
- Community support and charitable giving
Your Contribution Were focused on rewarding those that go the extra mile in helping us achieve our goals.
- Participation in our annual discretionary bonus scheme designed to reward your contribution to our success
- Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
