Our client, a prestigious banking brand who has been situated in the UK for nearly 50 years, is seeking a new Credit Documentation Senior Officer to critique the lending teams facility letters from cradle to grave assuring they are fully fit for purpose. The banks main verticals are mortgages, BTL and commercial real estate lending. This City located Bank offers hybrid working 3 office / 2 from home and offer a relaxed 9am - 5pm working culture. Overview The job holder will sit within our Credit Administration function which manages pre-disbursement support through to post-completion ensuring prevailing policy and guidelines are adhered to in full compliance with procedures as well as applicable external rules and regulations. The role entails producing documentation based on inhouse templates, collaborating with internal and external stakeholders/counterparties (Business, Credit, Remedial, Monitoring, Operations, Treasury, panel solicitors and valuers) as needed to ensure each stage is timely managed for a range of lending products which is chiefly made up of real estate loans (BTL, commercial) but also includes SME working capital, trade finance facilities. Also, the job holder is expected to be able to contribute to maintaining MI, files and records for both reporting an and audit trail purposes. as well as contribute to periodical audit enquiries and ad hoc projects/tasks as and when required. Tasks and Responsibilities Pre-disbursement: 1) Prepare in house term sheet, facility letter, addendum, etridge, borrower consent, lien on deposit authorisation in a timely manner following credit approval. 2) Solicit fee quotes from valuers and solicitors on panel. 3) Pro-actively follow up with business the return of signed term sheet, facility letter, addendum etc and the required commitment fee. 4) Coordinate and instruct the appointment of solicitors and valuers as chosen by client. 5) Review valuation report. 6) Follow up with solicitors until the legal conveyancing is completed and required documentation are executed in order as per bank's prevailing requirement. Ensuring all Condition Presidents are satisfied. Oversee queries raised by panel solicitors and valuers, resolving issues and/or referring them to the Head of Credit Administration or, where relevant, the Head of Credit Approval, Head of Credit in accordance with delegated authorities. Keep Business updated on the progress. Disbursement: 7) Review and assess Report on title and valuation report, identifying key risks, recommending possible mitigants. 8) Carry out the disbursement processes and booking of loan limit and collateral in system. 9) Liaison with Business, Operations, Credit Approval, Monitoring and Remedial as appropriate. Post completion: 10) Follow up with bank solicitors for full set of dated and signed pdf copies of credit documents. 11) Follow up with bank solicitors for perfection of bank's executed charge documents and thereafter the return of full set of signed and dated hardcopies. 12) Follow up on any condition subsequent. 13) Maintain proper filing system. Others: 14) Assist in the maintenance of data bases used by the team. Update of data associated with limits and collateral (e.g. limit, review date, insurance, valuation, tenancy etc). 15) Deliver on service level agreements (SLAs) in respect of Limit Management & Control processes. 16) Deliver on service level agreements (SLAs) in respect of Collateral Management & Control process. 17) Deliver on service level agreements (SLAs) in respect of Documentation process . 18) Attend to lease consents requests involving solicitors for vetting the lease to ensure no onerous clauses. 19) Attend to discharge and redemption request. 20) Assist branch staff with issues relating to credit documentation and limit and collateral management. 21) Participate in revaluation Project - Instructing Bank's valuers to conduct valuation reviews on properties that are to be revalued and reviewing all reports and raising issues with relevant RM's and CAU. 22) Projects on an adhoc basis relating to the credit administration function and its improvement.
Oct 07, 2025
Full time
Our client, a prestigious banking brand who has been situated in the UK for nearly 50 years, is seeking a new Credit Documentation Senior Officer to critique the lending teams facility letters from cradle to grave assuring they are fully fit for purpose. The banks main verticals are mortgages, BTL and commercial real estate lending. This City located Bank offers hybrid working 3 office / 2 from home and offer a relaxed 9am - 5pm working culture. Overview The job holder will sit within our Credit Administration function which manages pre-disbursement support through to post-completion ensuring prevailing policy and guidelines are adhered to in full compliance with procedures as well as applicable external rules and regulations. The role entails producing documentation based on inhouse templates, collaborating with internal and external stakeholders/counterparties (Business, Credit, Remedial, Monitoring, Operations, Treasury, panel solicitors and valuers) as needed to ensure each stage is timely managed for a range of lending products which is chiefly made up of real estate loans (BTL, commercial) but also includes SME working capital, trade finance facilities. Also, the job holder is expected to be able to contribute to maintaining MI, files and records for both reporting an and audit trail purposes. as well as contribute to periodical audit enquiries and ad hoc projects/tasks as and when required. Tasks and Responsibilities Pre-disbursement: 1) Prepare in house term sheet, facility letter, addendum, etridge, borrower consent, lien on deposit authorisation in a timely manner following credit approval. 2) Solicit fee quotes from valuers and solicitors on panel. 3) Pro-actively follow up with business the return of signed term sheet, facility letter, addendum etc and the required commitment fee. 4) Coordinate and instruct the appointment of solicitors and valuers as chosen by client. 5) Review valuation report. 6) Follow up with solicitors until the legal conveyancing is completed and required documentation are executed in order as per bank's prevailing requirement. Ensuring all Condition Presidents are satisfied. Oversee queries raised by panel solicitors and valuers, resolving issues and/or referring them to the Head of Credit Administration or, where relevant, the Head of Credit Approval, Head of Credit in accordance with delegated authorities. Keep Business updated on the progress. Disbursement: 7) Review and assess Report on title and valuation report, identifying key risks, recommending possible mitigants. 8) Carry out the disbursement processes and booking of loan limit and collateral in system. 9) Liaison with Business, Operations, Credit Approval, Monitoring and Remedial as appropriate. Post completion: 10) Follow up with bank solicitors for full set of dated and signed pdf copies of credit documents. 11) Follow up with bank solicitors for perfection of bank's executed charge documents and thereafter the return of full set of signed and dated hardcopies. 12) Follow up on any condition subsequent. 13) Maintain proper filing system. Others: 14) Assist in the maintenance of data bases used by the team. Update of data associated with limits and collateral (e.g. limit, review date, insurance, valuation, tenancy etc). 15) Deliver on service level agreements (SLAs) in respect of Limit Management & Control processes. 16) Deliver on service level agreements (SLAs) in respect of Collateral Management & Control process. 17) Deliver on service level agreements (SLAs) in respect of Documentation process . 18) Attend to lease consents requests involving solicitors for vetting the lease to ensure no onerous clauses. 19) Attend to discharge and redemption request. 20) Assist branch staff with issues relating to credit documentation and limit and collateral management. 21) Participate in revaluation Project - Instructing Bank's valuers to conduct valuation reviews on properties that are to be revalued and reviewing all reports and raising issues with relevant RM's and CAU. 22) Projects on an adhoc basis relating to the credit administration function and its improvement.
Our client, a prestigious banking brand who has been situated in the UK for nearly 50 years, is seeking a new Credit Documentation Senior Officer to critique the lending teams facility letters from cradle to grave assuring they are fully fit for purpose. The banks main verticals are mortgages, BTL and commercial real estate lending. This City located Bank offers hybrid working 3 office / 2 from home and offer a relaxed 9am - 5pm working culture. Overview The job holder will sit within our Credit Administration function which manages pre-disbursement support through to post-completion ensuring prevailing policy and guidelines are adhered to in full compliance with procedures as well as applicable external rules and regulations. The role entails producing documentation based on inhouse templates, collaborating with internal and external stakeholders/counterparties (Business, Credit, Remedial, Monitoring, Operations, Treasury, panel solicitors and valuers) as needed to ensure each stage is timely managed for a range of lending products which is chiefly made up of real estate loans (BTL, commercial) but also includes SME working capital, trade finance facilities. Also, the job holder is expected to be able to contribute to maintaining MI, files and records for both reporting an and audit trail purposes. as well as contribute to periodical audit enquiries and ad hoc projects/tasks as and when required. Tasks and Responsibilities Pre-disbursement: 1) Prepare in house term sheet, facility letter, addendum, etridge, borrower consent, lien on deposit authorisation in a timely manner following credit approval. 2) Solicit fee quotes from valuers and solicitors on panel. 3) Pro-actively follow up with business the return of signed term sheet, facility letter, addendum etc and the required commitment fee. 4) Coordinate and instruct the appointment of solicitors and valuers as chosen by client. 5) Review valuation report. 6) Follow up with solicitors until the legal conveyancing is completed and required documentation are executed in order as per bank's prevailing requirement. Ensuring all Condition Presidents are satisfied. Oversee queries raised by panel solicitors and valuers, resolving issues and/or referring them to the Head of Credit Administration or, where relevant, the Head of Credit Approval, Head of Credit in accordance with delegated authorities. Keep Business updated on the progress. Disbursement: 7) Review and assess Report on title and valuation report, identifying key risks, recommending possible mitigants. 8) Carry out the disbursement processes and booking of loan limit and collateral in system. 9) Liaison with Business, Operations, Credit Approval, Monitoring and Remedial as appropriate. Post completion: 10) Follow up with bank solicitors for full set of dated and signed pdf copies of credit documents. 11) Follow up with bank solicitors for perfection of bank's executed charge documents and thereafter the return of full set of signed and dated hardcopies. 12) Follow up on any condition subsequent. 13) Maintain proper filing system. Others: 14) Assist in the maintenance of data bases used by the team. Update of data associated with limits and collateral (e.g. limit, review date, insurance, valuation, tenancy etc). 15) Deliver on service level agreements (SLAs) in respect of Limit Management & Control processes. 16) Deliver on service level agreements (SLAs) in respect of Collateral Management & Control process. 17) Deliver on service level agreements (SLAs) in respect of Documentation process . 18) Attend to lease consents requests involving solicitors for vetting the lease to ensure no onerous clauses. 19) Attend to discharge and redemption request. 20) Assist branch staff with issues relating to credit documentation and limit and collateral management. 21) Participate in revaluation Project - Instructing Bank's valuers to conduct valuation reviews on properties that are to be revalued and reviewing all reports and raising issues with relevant RM's and CAU. 22) Projects on an adhoc basis relating to the credit administration function and its improvement.
Oct 07, 2025
Full time
Our client, a prestigious banking brand who has been situated in the UK for nearly 50 years, is seeking a new Credit Documentation Senior Officer to critique the lending teams facility letters from cradle to grave assuring they are fully fit for purpose. The banks main verticals are mortgages, BTL and commercial real estate lending. This City located Bank offers hybrid working 3 office / 2 from home and offer a relaxed 9am - 5pm working culture. Overview The job holder will sit within our Credit Administration function which manages pre-disbursement support through to post-completion ensuring prevailing policy and guidelines are adhered to in full compliance with procedures as well as applicable external rules and regulations. The role entails producing documentation based on inhouse templates, collaborating with internal and external stakeholders/counterparties (Business, Credit, Remedial, Monitoring, Operations, Treasury, panel solicitors and valuers) as needed to ensure each stage is timely managed for a range of lending products which is chiefly made up of real estate loans (BTL, commercial) but also includes SME working capital, trade finance facilities. Also, the job holder is expected to be able to contribute to maintaining MI, files and records for both reporting an and audit trail purposes. as well as contribute to periodical audit enquiries and ad hoc projects/tasks as and when required. Tasks and Responsibilities Pre-disbursement: 1) Prepare in house term sheet, facility letter, addendum, etridge, borrower consent, lien on deposit authorisation in a timely manner following credit approval. 2) Solicit fee quotes from valuers and solicitors on panel. 3) Pro-actively follow up with business the return of signed term sheet, facility letter, addendum etc and the required commitment fee. 4) Coordinate and instruct the appointment of solicitors and valuers as chosen by client. 5) Review valuation report. 6) Follow up with solicitors until the legal conveyancing is completed and required documentation are executed in order as per bank's prevailing requirement. Ensuring all Condition Presidents are satisfied. Oversee queries raised by panel solicitors and valuers, resolving issues and/or referring them to the Head of Credit Administration or, where relevant, the Head of Credit Approval, Head of Credit in accordance with delegated authorities. Keep Business updated on the progress. Disbursement: 7) Review and assess Report on title and valuation report, identifying key risks, recommending possible mitigants. 8) Carry out the disbursement processes and booking of loan limit and collateral in system. 9) Liaison with Business, Operations, Credit Approval, Monitoring and Remedial as appropriate. Post completion: 10) Follow up with bank solicitors for full set of dated and signed pdf copies of credit documents. 11) Follow up with bank solicitors for perfection of bank's executed charge documents and thereafter the return of full set of signed and dated hardcopies. 12) Follow up on any condition subsequent. 13) Maintain proper filing system. Others: 14) Assist in the maintenance of data bases used by the team. Update of data associated with limits and collateral (e.g. limit, review date, insurance, valuation, tenancy etc). 15) Deliver on service level agreements (SLAs) in respect of Limit Management & Control processes. 16) Deliver on service level agreements (SLAs) in respect of Collateral Management & Control process. 17) Deliver on service level agreements (SLAs) in respect of Documentation process . 18) Attend to lease consents requests involving solicitors for vetting the lease to ensure no onerous clauses. 19) Attend to discharge and redemption request. 20) Assist branch staff with issues relating to credit documentation and limit and collateral management. 21) Participate in revaluation Project - Instructing Bank's valuers to conduct valuation reviews on properties that are to be revalued and reviewing all reports and raising issues with relevant RM's and CAU. 22) Projects on an adhoc basis relating to the credit administration function and its improvement.
Our client, a prestigious banking brand who has been situated in the UK for nearly 50 years, is seeking a new Credit Documentation Senior Officer to critique the lending teams facility letters from cradle to grave assuring they are fully fit for purpose. The banks main verticals are mortgages, BTL and commercial real estate lending. This City located Bank offers hybrid working 3 office / 2 from home and offer a relaxed 9am - 5pm working culture. Overview The job holder will sit within our Credit Administration function which manages pre-disbursement support through to post-completion ensuring prevailing policy and guidelines are adhered to in full compliance with procedures as well as applicable external rules and regulations. The role entails producing documentation based on inhouse templates, collaborating with internal and external stakeholders/counterparties (Business, Credit, Remedial, Monitoring, Operations, Treasury, panel solicitors and valuers) as needed to ensure each stage is timely managed for a range of lending products which is chiefly made up of real estate loans (BTL, commercial) but also includes SME working capital, trade finance facilities. Also, the job holder is expected to be able to contribute to maintaining MI, files and records for both reporting an and audit trail purposes. as well as contribute to periodical audit enquiries and ad hoc projects/tasks as and when required. Tasks and Responsibilities Pre-disbursement: 1) Prepare in house term sheet, facility letter, addendum, etridge, borrower consent, lien on deposit authorisation in a timely manner following credit approval. 2) Solicit fee quotes from valuers and solicitors on panel. 3) Pro-actively follow up with business the return of signed term sheet, facility letter, addendum etc and the required commitment fee. 4) Coordinate and instruct the appointment of solicitors and valuers as chosen by client. 5) Review valuation report. 6) Follow up with solicitors until the legal conveyancing is completed and required documentation are executed in order as per bank's prevailing requirement. Ensuring all Condition Presidents are satisfied. Oversee queries raised by panel solicitors and valuers, resolving issues and/or referring them to the Head of Credit Administration or, where relevant, the Head of Credit Approval, Head of Credit in accordance with delegated authorities. Keep Business updated on the progress. Disbursement: 7) Review and assess Report on title and valuation report, identifying key risks, recommending possible mitigants. 8) Carry out the disbursement processes and booking of loan limit and collateral in system. 9) Liaison with Business, Operations, Credit Approval, Monitoring and Remedial as appropriate. Post completion: 10) Follow up with bank solicitors for full set of dated and signed pdf copies of credit documents. 11) Follow up with bank solicitors for perfection of bank's executed charge documents and thereafter the return of full set of signed and dated hardcopies. 12) Follow up on any condition subsequent. 13) Maintain proper filing system. Others: 14) Assist in the maintenance of data bases used by the team. Update of data associated with limits and collateral (e.g. limit, review date, insurance, valuation, tenancy etc). 15) Deliver on service level agreements (SLAs) in respect of Limit Management & Control processes. 16) Deliver on service level agreements (SLAs) in respect of Collateral Management & Control process. 17) Deliver on service level agreements (SLAs) in respect of Documentation process . 18) Attend to lease consents requests involving solicitors for vetting the lease to ensure no onerous clauses. 19) Attend to discharge and redemption request. 20) Assist branch staff with issues relating to credit documentation and limit and collateral management. 21) Participate in revaluation Project - Instructing Bank's valuers to conduct valuation reviews on properties that are to be revalued and reviewing all reports and raising issues with relevant RM's and CAU. 22) Projects on an adhoc basis relating to the credit administration function and its improvement.
Oct 07, 2025
Full time
Our client, a prestigious banking brand who has been situated in the UK for nearly 50 years, is seeking a new Credit Documentation Senior Officer to critique the lending teams facility letters from cradle to grave assuring they are fully fit for purpose. The banks main verticals are mortgages, BTL and commercial real estate lending. This City located Bank offers hybrid working 3 office / 2 from home and offer a relaxed 9am - 5pm working culture. Overview The job holder will sit within our Credit Administration function which manages pre-disbursement support through to post-completion ensuring prevailing policy and guidelines are adhered to in full compliance with procedures as well as applicable external rules and regulations. The role entails producing documentation based on inhouse templates, collaborating with internal and external stakeholders/counterparties (Business, Credit, Remedial, Monitoring, Operations, Treasury, panel solicitors and valuers) as needed to ensure each stage is timely managed for a range of lending products which is chiefly made up of real estate loans (BTL, commercial) but also includes SME working capital, trade finance facilities. Also, the job holder is expected to be able to contribute to maintaining MI, files and records for both reporting an and audit trail purposes. as well as contribute to periodical audit enquiries and ad hoc projects/tasks as and when required. Tasks and Responsibilities Pre-disbursement: 1) Prepare in house term sheet, facility letter, addendum, etridge, borrower consent, lien on deposit authorisation in a timely manner following credit approval. 2) Solicit fee quotes from valuers and solicitors on panel. 3) Pro-actively follow up with business the return of signed term sheet, facility letter, addendum etc and the required commitment fee. 4) Coordinate and instruct the appointment of solicitors and valuers as chosen by client. 5) Review valuation report. 6) Follow up with solicitors until the legal conveyancing is completed and required documentation are executed in order as per bank's prevailing requirement. Ensuring all Condition Presidents are satisfied. Oversee queries raised by panel solicitors and valuers, resolving issues and/or referring them to the Head of Credit Administration or, where relevant, the Head of Credit Approval, Head of Credit in accordance with delegated authorities. Keep Business updated on the progress. Disbursement: 7) Review and assess Report on title and valuation report, identifying key risks, recommending possible mitigants. 8) Carry out the disbursement processes and booking of loan limit and collateral in system. 9) Liaison with Business, Operations, Credit Approval, Monitoring and Remedial as appropriate. Post completion: 10) Follow up with bank solicitors for full set of dated and signed pdf copies of credit documents. 11) Follow up with bank solicitors for perfection of bank's executed charge documents and thereafter the return of full set of signed and dated hardcopies. 12) Follow up on any condition subsequent. 13) Maintain proper filing system. Others: 14) Assist in the maintenance of data bases used by the team. Update of data associated with limits and collateral (e.g. limit, review date, insurance, valuation, tenancy etc). 15) Deliver on service level agreements (SLAs) in respect of Limit Management & Control processes. 16) Deliver on service level agreements (SLAs) in respect of Collateral Management & Control process. 17) Deliver on service level agreements (SLAs) in respect of Documentation process . 18) Attend to lease consents requests involving solicitors for vetting the lease to ensure no onerous clauses. 19) Attend to discharge and redemption request. 20) Assist branch staff with issues relating to credit documentation and limit and collateral management. 21) Participate in revaluation Project - Instructing Bank's valuers to conduct valuation reviews on properties that are to be revalued and reviewing all reports and raising issues with relevant RM's and CAU. 22) Projects on an adhoc basis relating to the credit administration function and its improvement.
Our client, a prestigious banking brand who has been situated in the UK for nearly 50 years, is seeking a new Relationship Support individual. This excdllent commercial banking brand has strong business lines into residential mortgages, BTL and commercial real estate lending. The role will see you in a front line role supporting Business Relationship Managers and support them in effective client portfolio management. The bank is located in Birmingham and would see on onsite 5 days per week. Overview The role is primarily responsible for assisting the Relationship Managers in effective client portfolio management; strong communication skills and the confidence to manage frequent client contact is a key requirement. You will become familiar with a specific client portfolio, develop an understanding of client requirements, plus knowledge of the Bank's range of products (Corporate/Commercial/SME Banking) The role will provide support in Credit proposal processing, relationship facilitation, analysis/documentation and customer services. A key challenge in this role is to develop an understanding of client requirements, plus help the Branch/RM Foster professional relationships with the Bank's clients. Credit Proposal Processing Prepare Various types of proposals for credit facilities, Ensure Cps go through a full balance sheet, income statement and cash flow analysis, Scrutiny of all documents, accounts payment history etc. Relationship Facilitation & Service Follow a structured process as assigned by RM/SRM to service existing customer. May visit the customer with/without RM and write the call report, Resolve client query without further escalation. Must respond promptly to emails and telephone calls. Analysis/Documentation Support Maintain the validity of accounts, monitoring receipt of payments from customer and documentation of their facilities. Monitor all accounts in term of credit movement, business volumes and control including pending/overdue documents and payments. Follow up for upcoming TR due dates and PAD Retirements. Provide regular updates to SRM on performance of accounts allocated. Propose renewal of limits, Maintain insurance policies, Stock reports etc. Resource Coordination Pro-actively work with Branch Operation, Credit, and other function to meet customer requirements as approved by Branch/RM. Act as a reference for inter departmental activities to resolve all client servicing queries
Oct 03, 2025
Full time
Our client, a prestigious banking brand who has been situated in the UK for nearly 50 years, is seeking a new Relationship Support individual. This excdllent commercial banking brand has strong business lines into residential mortgages, BTL and commercial real estate lending. The role will see you in a front line role supporting Business Relationship Managers and support them in effective client portfolio management. The bank is located in Birmingham and would see on onsite 5 days per week. Overview The role is primarily responsible for assisting the Relationship Managers in effective client portfolio management; strong communication skills and the confidence to manage frequent client contact is a key requirement. You will become familiar with a specific client portfolio, develop an understanding of client requirements, plus knowledge of the Bank's range of products (Corporate/Commercial/SME Banking) The role will provide support in Credit proposal processing, relationship facilitation, analysis/documentation and customer services. A key challenge in this role is to develop an understanding of client requirements, plus help the Branch/RM Foster professional relationships with the Bank's clients. Credit Proposal Processing Prepare Various types of proposals for credit facilities, Ensure Cps go through a full balance sheet, income statement and cash flow analysis, Scrutiny of all documents, accounts payment history etc. Relationship Facilitation & Service Follow a structured process as assigned by RM/SRM to service existing customer. May visit the customer with/without RM and write the call report, Resolve client query without further escalation. Must respond promptly to emails and telephone calls. Analysis/Documentation Support Maintain the validity of accounts, monitoring receipt of payments from customer and documentation of their facilities. Monitor all accounts in term of credit movement, business volumes and control including pending/overdue documents and payments. Follow up for upcoming TR due dates and PAD Retirements. Provide regular updates to SRM on performance of accounts allocated. Propose renewal of limits, Maintain insurance policies, Stock reports etc. Resource Coordination Pro-actively work with Branch Operation, Credit, and other function to meet customer requirements as approved by Branch/RM. Act as a reference for inter departmental activities to resolve all client servicing queries
Our client, a prestigious banking brand who has been situated in the UK for nearly 50 years, is seeking a new Relationship Support individual. This excdllent commercial banking brand has strong business lines into residential mortgages, BTL and commercial real estate lending. The role will see you in a front line role supporting Business Relationship Managers and support them in effective client portfolio management. The bank is located in Birmingham and would see on onsite 5 days per week. Overview The role is primarily responsible for assisting the Relationship Managers in effective client portfolio management; strong communication skills and the confidence to manage frequent client contact is a key requirement. You will become familiar with a specific client portfolio, develop an understanding of client requirements, plus knowledge of the Bank's range of products (Corporate/Commercial/SME Banking) The role will provide support in Credit proposal processing, relationship facilitation, analysis/documentation and customer services. A key challenge in this role is to develop an understanding of client requirements, plus help the Branch/RM Foster professional relationships with the Bank's clients. Credit Proposal Processing Prepare Various types of proposals for credit facilities, Ensure Cps go through a full balance sheet, income statement and cash flow analysis, Scrutiny of all documents, accounts payment history etc. Relationship Facilitation & Service Follow a structured process as assigned by RM/SRM to service existing customer. May visit the customer with/without RM and write the call report, Resolve client query without further escalation. Must respond promptly to emails and telephone calls. Analysis/Documentation Support Maintain the validity of accounts, monitoring receipt of payments from customer and documentation of their facilities. Monitor all accounts in term of credit movement, business volumes and control including pending/overdue documents and payments. Follow up for upcoming TR due dates and PAD Retirements. Provide regular updates to SRM on performance of accounts allocated. Propose renewal of limits, Maintain insurance policies, Stock reports etc. Resource Coordination Pro-actively work with Branch Operation, Credit, and other function to meet customer requirements as approved by Branch/RM. Act as a reference for inter departmental activities to resolve all client servicing queries
Oct 03, 2025
Full time
Our client, a prestigious banking brand who has been situated in the UK for nearly 50 years, is seeking a new Relationship Support individual. This excdllent commercial banking brand has strong business lines into residential mortgages, BTL and commercial real estate lending. The role will see you in a front line role supporting Business Relationship Managers and support them in effective client portfolio management. The bank is located in Birmingham and would see on onsite 5 days per week. Overview The role is primarily responsible for assisting the Relationship Managers in effective client portfolio management; strong communication skills and the confidence to manage frequent client contact is a key requirement. You will become familiar with a specific client portfolio, develop an understanding of client requirements, plus knowledge of the Bank's range of products (Corporate/Commercial/SME Banking) The role will provide support in Credit proposal processing, relationship facilitation, analysis/documentation and customer services. A key challenge in this role is to develop an understanding of client requirements, plus help the Branch/RM Foster professional relationships with the Bank's clients. Credit Proposal Processing Prepare Various types of proposals for credit facilities, Ensure Cps go through a full balance sheet, income statement and cash flow analysis, Scrutiny of all documents, accounts payment history etc. Relationship Facilitation & Service Follow a structured process as assigned by RM/SRM to service existing customer. May visit the customer with/without RM and write the call report, Resolve client query without further escalation. Must respond promptly to emails and telephone calls. Analysis/Documentation Support Maintain the validity of accounts, monitoring receipt of payments from customer and documentation of their facilities. Monitor all accounts in term of credit movement, business volumes and control including pending/overdue documents and payments. Follow up for upcoming TR due dates and PAD Retirements. Provide regular updates to SRM on performance of accounts allocated. Propose renewal of limits, Maintain insurance policies, Stock reports etc. Resource Coordination Pro-actively work with Branch Operation, Credit, and other function to meet customer requirements as approved by Branch/RM. Act as a reference for inter departmental activities to resolve all client servicing queries
