Relationship Manager

Ernst & Young; Leeds; On-site; GBP 35,000 - 40,000; Full time

Job summary

A leading financial services organization in Leeds seeks an Assistant Finance Manager for a 14-month maternity cover role. You will review projects, conduct financial viability analysis, and manage regulatory requirements in a fast-paced environment. The ideal candidate has a university degree and at least 3 years of relevant experience, especially in real estate lending. This role offers a competitive salary between £35,000 and £40,000 plus benefits, with a focus on delivering exceptional customer service.

Qualifications

• 3+ years of experience in a similar role.
• Real estate lending experience is essential.
• Experience in a fast-paced environment.

Responsibilities

• Review and assess project and corporate information.
• Conduct financial reviews and viability analysis.
• Accompany Directors on site visits and meetings.
• Prepare credit papers for Credit Committee.
• Prepare facility letters per Credit Committee approval.
• Collaborate with solicitors, valuers, and surveyors.
• Manage KYC and regulatory requirements.
• Take ownership of deals from approval to completion.
• Contribute to raising Bank's profile within the industry.

Skills

Excellent written and verbal communication skills

Highly organised with ability to prioritise

Good quality credit writing skills

Team-oriented

Analytical mindset

Excellent customer service skills

Education

University degree or equivalent

Job description

Assistant Finance Manager – 14‑Month Maternity Cover, Leeds

Salary: £35,000 - £40,000 + Benefits

Responsibilities

• To review and critically assess all project and corporate information provided by prospective customers, ensuring completeness and accuracy.
• Conduct through financial reviews and viability analysis of new business opportunities using the Bank's proprietary Appraisal Model, ensuring speed and accuracy at all times.
• To accompany Lending Directors on site visits and client meetings, taking detailed notes and ensuring that all action points are diligently followed‑up.
• Prepare credit papers for presentation to the Bank's Credit Committee.
• Prepare facility letters in line with Credit Committee approval, ensuring compliance with all stipulated terms.
• Instruct and collaborate with solicitors, valuers and project monitoring surveyors, interpreting reports and addressing any arising issues.
• Deal with all KYC and other regulatory requirements (source of wealth, source of funds, sanctions checks).
• Deal with the loan conditions and ensure each deal is in line with credit's and the Bank's expectations.
• Take full ownership of deals from credit approval to completion, delivering exceptional customer service throughout the process.
• Contribute to raising the Bank's profile and reputation within the residential development industry through proactive marketing, intelligent deal analysis and best‑in‑class customer service.

Qualifications

• University degree or equivalent, or relevant experience in the financial services sector.
• 3+ years of experience working in a similar role (in a bank or non‑bank lender).
• Real estate lending experience (essential).
• Experience working in a fast‑paced environment.

Competencies and Attributes

• Excellent written and verbal communication skills.
• Highly organised with the ability to prioritise multiple deadlines effectively.
• Good quality credit writing skills with attention to detail (essential).
• Team‑oriented with the ability to collaborate effectively with colleagues.
• Analytical mindset with the ability to assess the viability of a lending proposition.
• Excellent customer service skills.