Assistant Relationship Manager
- London
- £50,000-60,000 per year
- Permanent
- Full-time
- Complete credit applications and annual loan reviews for Real Estate Finance clients.
- Assist the Real Estate Finance Relationship Managers with the completion of their Credit Applications and annual loan reviews.
- Carry out periodic AML reviews for Real Estate Finance clients.
- Assist the Real Estate Finance Relationship Managers with the completion of their periodic AML reviews.
- Complete/update various analysis schedules, credit ratings and return calculations in support of Credit Applications and annual loan reviews.
- Prepare consent to lease requests
- Assist the Real Estate Finance Relationship Managers with pipeline seeing facilities through to completion
- Review valuation reports and prepare valuation sign off memo
- Manage account opening process for new accounts. Collate, review and finalise all documentation ready for submission to Compliance for sign-off
- Previous experience in Real Estate finance, ideally in an Assistant Relationship role
- Strong understanding of credit processes, including preparing and reviewing Credit Applications and annual loan reviews.
- Experience conducting Anti-Money Laundering (AML) reviews and familiarity with compliance procedures.
- Proficiency in financial analysis, including credit rating assessments, return calculations, and valuation reviews.
- Ability to manage and coordinate account opening processes, ensuring all documentation meets regulatory requirements.
- Skilled in handling customer enquiries and resolving issues with professionalism and accuracy.
- Experience preparing and submitting documentation such as consent to lease requests and valuation sign-off memos.