Assistant Relationship Manager Structured Real Estate

The Assistant Relationship Manager (ARM) is key to supporting our Senior Relationship Managers with the primary tasks being the onboarding of new customers processing new applications and pipeline management of cases in flight and managing new enquiries through to allocation.

Key Responsibilities

• To support Senior Relationship Managers across the onboarding of new customers management of pipeline and new enquiries and the execution of loans from application through to completion including co-ordination of the legal and documentary complexities involved in getting a case to completion.
• The ARM will also assist with diary planning and to ensure that RMs are fully briefed and provisioned prior to client or broker meetings.
• The role is primarily office based however there will be requirement on occasion to attend client meetings including when deputizing for RMs.
• The role also allows for direct management of clients as allocated by the RM.
• The ARM will ensure that all new cases are fully packed to ensure the smoothest journey through the due dilligence process and onto completion taking ownership of the legal execution of each transaction: tracking conditions precedent liaising with the banks and customers solicitors and helping resolve legal or documentary complexities so that cases progress to completion without unnecessary delay.

Qualifications :

Qualifications/Certification

• GCSE (or equivalent) in Mathematics and English
• Experience (type & level)
• Experience or working knowledge of the legal process for completing secured lending transactions (conditions precedent loan documentation liaising with solicitors)
• A working understanding of the commercial mortgage sector
• An excellent understanding of mortgages and the financial services market
• Must have experience in a client facing role
• Experience in working with customers and introducers providing them with high levels of customer service
• Experience of working in a customer focused environment.
• Good working knowledge of the commercial underwriting and support process.
   

Technical/Specialist Knowledge & Skills

Technical

• Computer literate (good knowledge of MS Office suite Excel Word Power-Point)
• Knowledge of TCF & Consumer Duty
• Good knowledge of compliance procedures within the mortgage industry.
• Able to read and understand financial accounts valuations business appraisals and credit searches and a working knowledge of loan documentation and the conditions precedent process to completion.

Interpersonal

• Adaptable & Flexible
• Excellent verbal and written communication skills.
• Ability to work on own or as part of a team
• Excellent planning and organizational skills
• Enthusiastic can do attitude
• Able to work under pressure and to tight deadlines
• Accuracy & Attention to detail
• Professional well presented
• Establishes effective working relationships at all levels
• Customer Focused approach
• Ability to work towards and deliver on agreed performance targets
• Thrives in a busy environment
• Excellent telephone skills
• Self-motivated and delivery focused (able to work with minimum supervision)
• Able to multi-task
• Able to remain calm under pressure
• Needs to be a team player & have a willingness to share ideas & success to help colleagues

Additional Information :

Your Wellbeing - We take your health and well-being 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 flexi-holiday 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 :

Full-time