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Loan Manager

  • Location: London
  • Salary: £35,000 - £40,000 per year
  • Job Type:Permanent

Posted almost 3 years ago

  • Sector: Customer Contact
  • Contact: Natasha Copitch
  • Contact Email: ncopitch@merje.com
  • Expiry Date: 26 August 2021
  • Job Ref: NC/17685

My client is looking for a Loan Manager in the Loan department to manage and undertake the on boarding of new clients.

Responsibilities

  • Lead the client on-boarding process for funding

  • Liaise with internal teams to finalise project availability, appropriate timings and all necessary documentation gathering and finalisation of legal paperwork

  • Prepare, review and verify the Funding Request with the client for

  • Ensure compliance with Operational Processes and completion of AML/KYC is followed and completed

  • Register legal paperwork with Companies House or similar bodies

  • Issue subsequent paperwork to the client outlining obligations during their loan, ensuring that all outstanding documents and Credit Committee conditions have been satisfied ahead of the drawdown date

  • Once on-boarded manage client relationship during loan term including; tracking performance with relevant metrics, ensure all monthly monitoring documents are collected on time

  • Liaise and manage the monitoring team and operational finance to ensure timely reporting on financials and controlled account usage

  • Identify and raise potential loan breaches to management, draft formal notices and liaise with the recovery manager

  • Manage and attend scheduled client visits

  • Arrange settlement notices or liaise with alternative funders if applicable on client exit

  • Handle client calls and written enquiries

 

Skills and experience

  • Loan experience

  • Knowledge of sector – fintech/banking or client servicing

  • Excellent knowledge of Excel

  • Experience of managing a client portfolio (preferable)

  • Knowledge of formalising legal paperwork or contracts

  • Excellent communication and interpersonal skills

  • Ability to plan and organise work load

  • Team player

 

Skills and experience

  • Loan experience

  • Knowledge of sector – fintech/banking or client servicing

  • Excellent knowledge of Excel

  • Experience of managing a client portfolio (preferable)

  • Knowledge of formalising legal paperwork or contracts

  • Excellent communication and interpersonal skills

  • Ability to plan and organise work load

  • Team player

Skills and Experience

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.