Portfolio Manager - Real Estate Finance

CRS; Greater London; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading challenger bank is seeking a Consultant in Property and Real Estate Finance to oversee loan management and customer inquiries. The ideal candidate will have at least 3 years of experience in financial services, strong knowledge of financial regulations, and excellent communication skills. This role offers a dynamic environment with growth potential in Central London.

Qualifications

• At least 3 years of experience in a customer service role, preferably in financial services.
• Strong knowledge of servicing, financial regulation, and risk management.
• Experience with lending mandates and Real Estate Finance, ideally within Development Finance.

Responsibilities

• Manage and resolve inquiries from customers, brokers, and internal teams.
• Oversee loan agreement variations and security releases.
• Ensure timely repayments for accounts nearing term completion.

Skills

Customer service

Financial regulation

Risk management

Communication

Relationship-building

Decision-making

Tools

Microsoft Word

Microsoft Excel

Job description

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Consultant in Property and Real Estate Finance at CRS Ltd

Join a Leading Challenger Bank within Portfolio Management

Location – Central London (Hybrid)

About the Bank

This challenger bank offer tailored financial solutions across a number of verticals, within SME and Real Estate Finance.

The Portfolio Manager will be the primary point of contact for customers, brokers, and internal teams, overseeing the management and servicing of loans within Development Finance. The role involves handling inquiries, processing loan variations, managing accounts, and ensuring compliance with bank policies and regulations.

• Manage and resolve inquiries from customers, brokers, and internal teams
• Oversee loan agreement variations and security releases
• Ensure timely repayments for accounts nearing term completion
• Mitigate risks and monitor early warning indicators
• Champion best practices and deliver positive customer outcomes
• Collaborate with internal and external partners

About the Candidate

The ideal candidate is proactive, customer-focused, and has:

• At least 3 years of experience in a customer service role, preferably in financial services
• Strong knowledge of servicing, financial regulation, and risk management
• Intermediate skills in Microsoft Word and Excel
• Excellent communication and relationship-building skills
• Ability to make informed decisions and manage complex queries independently
• Experience with lending mandates and Real Estate Finance, ideally within Development Finance.
• Collections experience and understanding of financial regulations

This is a fantastic opportunity to build a rewarding career in a dynamic and supportive environment. The bank offers growth potential and a chance to make a real impact in its chosen markets.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Financial Services and Banking

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