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Portfolio manager - development finance

London
JR United Kingdom
Portfolio manager
Posted: 18 June
Offer description

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Client:


Location:

london, United Kingdom


Job Category:

Other

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EU work permit required:

Yes

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Job Views:

5


Posted:

16.06.2025


Expiry Date:

31.07.2025

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Job Description:

My client is an established Challenger Bank with a successful Development Finance team. This role sits within the Portfolio Management team.

Responsibilities:

* Ensuring strong credit stewardship is maintained including monitoring loan expiries, interest tranche depletion, construction milestones, sale milestones etc.
* Liaising with and supporting the LD’s, RM’s and CM’s to ensure timely identification of potentially problematic loans
* Recommending appropriate loan restructurings where appropriate and preparing amendment credit papers and credit memos for EML cases in conjunction with the LD / RM Site inspections to assess progress of development projects in terms of budget, schedule, quality, significant changes and sales/marketing progress.
* Liaising with Quantity Surveyors, other professionals, borrowers and construction teams as appropriate
* Monthly Time Delays & Cost Overrun analysis to identify common issues at early stage
* Cash flow analysis against original credit approved cashflow to identify material variances at a book level
* Smooth implementation of processes and procedures for new credit policies
* Monitoring of Unit sales including early identification of slow sales pace and/or undervalue sales
* Keeping accurate records, maintaining portfolio monitoring systems and preparing regular portfolio reports/reviews for presentation to Committee
* Input into periodic departmental portfolio overview and the annual Credit Risk review of the DF portfolio.
* To approve advance payments / Materials on Site etc in accordance with delegated authorities
* Input into the development of Keystone and the reporting from the system (including if appropriate Tableau development)
* Work with LDs to develop individual retention plans supporting repeat and new business.

What you will Bring:

* Good level of experience in property lending/development finance within a banking or non-bank lender
* Proven track record of developing strong relationships with borrowers, brokers and other professional partners
* Strong analytical skills
* Understanding of residential property development finance
* A general understanding of building construction (preferable but not essential)
* Strong understanding and appreciation of the current UK property market conditions and trends
* Strong attention to detail
* Ability to travel nationally
* High level of communication skills

Salary: up to £70k (depending on experience)

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