Portfolio Manager - Development Finance

Enra Specialist Finance; Watford; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading company in development finance is seeking a Portfolio Manager to join their growing team. This role involves structuring and managing loans, producing credit reports, and collaborating closely with brokers and borrowers. The ideal candidate will bring construction knowledge and experience from a specialist lender or bank, driving successful loan completions and maintaining critical relationships.

Qualifications

• Experience from a specialist lender or challenger bank.
• Ability to structure complex development finance facilities.
• Existing relationships with property professionals.

Responsibilities

• Manage a pipeline of cases to maximize loan completions.
• Produce credit reports for credit committee approval.
• Conduct monthly portfolio reviews for credit committee.

Skills

Communication

Problem Solving

Teamwork

Education

Experience in development finance

Construction knowledge

Job description

West One is looking for a highly motivated individual to join their development finance team as a Portfolio Manager. The successful individual will join a fast-growing team which will require them to take on added responsibilities as the team expands.

Key Accountabilities

The underlying learns and responsibilities of the portfolio manager will consist of:

• You will be involved in the structuring and origination of deals from enquiries through to agreeing Heads of Terms.
  
• You will be responsible for managing a pipeline of cases to maximise loan completions along with managing the full lifecycle of the development from initial drawdown through to completed developments.
  
• Producing credit reports for credit committee approval.
  
• Producing monthly portfolio reviews for credit committee.
  
This list is not exhaustive and the duties are liable to change from time to time in line with the needs of the department.

Skills & Competencies

• Good communication skills essential for dealing with brokers, borrowers, and lenders.
• Pass internal competency tests post induction.

Knowledge & Qualifications

• Construction knowledge is important and advantageous.
• The applicant should be joining the team from a specialist lender or challenger bank where they will have been working in the development finance team.
  
• Existing relationships with property professionals are advantageous.
  
• Experienced individual in a development finance team from a lender side.
  
• Ability to structure complex development finance facilities for brokers and direct customers.
  
• Ability to analyse valuation and monitoring surveyor reports.

Personal Attributes

• Team player.
  
• Proactive.
  
• Logical and organised.
  
• Problem solver.
  
• Approachable.
  
• Hard working.