Credit Middle Office - Mayfair, United Kingdom - MARKET TALENT

MARKET TALENT
MARKET TALENT
Verified Company
Mayfair, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Prestigious banking organisation is seeking a Credit Documentation officer who would be also happy to support RM's in client meetings and discussions.

In this fairly relaxed function you will be providing high quality support to the Relationship Managementteam and manage all of the administrative aspects of the end-to-end mortgage loan process flow.

This will be a busy hands-on role and, being part of a small team, this opportunity will suit a confident individual who is keep to pursue a career within RealEstate finance.

The bank will also fully sponsor you to undertake your CEMAP qualification once you are fully settled into the role.


Primary Responsibilities:


  • Support the Private Banking Real Estate Team in the Origination and execution of real estate loans.
  • Maintain and update pipeline report and other adhoc reports
  • Attend client meetings alongside the RDs, respond to clients' request for matters related to real estate financing
  • Monitor existing transactions for performance, handling waiver and amendment requests, liaising with Credit in preparing annual reviews, ensuring a consistent and coordinated portfolio management approach from across the Group.
  • Update customer folders with outputs of customer meetings (Call Reports).
  • Responding to clients requests for redemption statements, account statements, preparation of loan repayments schedule
  • Performing call back verifications for payments instructions alongside the RDs
  • Act upon Credit Admin requests for updated insurance and financial information/covenant related requests
  • Responding proactively to KYC analysts in respect of account opening remedial points, KYC reviews and onboarding preparations

Key Requirements:


  • Ideally 8 years of relevant mortgage processing / credit administration / credit documentation experience
  • Solid understanding of the UK financial services regulatory framework
  • Good communicator excellent customer service skills and strong computer skills.
  • Demonstrate a confident telephone manner and be confident speaking with clients, lenders and thirdparty companies.
  • Outstanding communication skills at all levels, both written and oral.
  • Be happy to sit with RM's at client meetings
  • Stakeholder management
  • Selfstarter and a teamplayer
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