Assistant Relationship Manager Structured Real Estate

Overview

As Assistant Relationship Manager you support Senior Relationship Managers in onboarding new customers, processing applications, and managing the pipeline to completion. You coordinate legal and documentary steps, brief RMs for client meetings, and help ensure a smooth due diligence journey. This role blends office work with occasional client meetings and direct client interaction. You contribute to delivering a high-quality, compliant lending process in a fast-paced, collaborative environment.

Pay / Benefits

• Market leading family friendly policies (Maternity/Adoption/Paternity from Day 1)
• Headspace mindfulness app access
• Peppy fertility/parenting support app
• Employee Assistance Programme (EAP)
• Cycle to work scheme
• Contributory pension scheme and death in service

Responsibilities

• Support onboarding of new customers and management of pipeline and enquiries
• Assist in execution of loans from application to completion, handling legal/documentary coordination
• Coordinate conditions precedent tracking and liaise with solicitors to resolve complexities
• Brief and provision RMs ahead of client or broker meetings
• Occasionally attend client meetings and deputize for RMs
• Package new cases to ensure smooth due diligence and timely completion

Key requirements

• GCSE in Mathematics and English
• Experience with the legal process for secured lending transactions (conditions precedent, loan documentation, liaising with solicitors)
• Understanding of the commercial mortgage sector
• Strong knowledge of mortgages and the financial services market
• Client-facing experience and high levels of customer service
• Experience in customer-focused environments and working with introducers
• Knowledge of commercial underwriting and support processes
• Proficiency in MS Office (Excel, Word, PowerPoint)
• Understanding of TCF & Consumer Duty
• Working knowledge of mortgage compliance procedures
• Ability to read financial accounts, valuations, and credit searches
• Knowledge of loan documentation and conditions precedent process

• Excellent verbal and written communication
• Adaptable and flexible
• Strong planning and organizational skills
• MS Office suite (Excel, Word, PowerPoint)
• Knowledge of TCF & Consumer Duty
• Understanding of compliance procedures in mortgage industry

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