Relationship Manager - Corporate Banking

Hampshire Trust Bank; City of Westminster; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial services company in the UK is looking for an experienced individual to generate mortgage loan applications and support business development efforts. Key responsibilities include working with brokers, assisting with loan structuring, and ensuring excellent customer service. Candidates should have experience in lending and customer service, alongside strong Microsoft Word and Excel skills. This role offers competitive remuneration and a range of benefits including private medical insurance and a discretionary annual bonus.

Benefits

Competitive remuneration

Discretionary annual bonus

Annual pay review

Private Medical Insurance

Mental health & wellbeing support

25 days annual leave

Cycle to Work Scheme

Enhanced family leave policies

Study support

Pension scheme - 8% employer contribution

Interest-free season ticket loan

Annual volunteering day

Qualifications

• Demonstrable experience in a lending environment.
• Experience in structuring lending proposals desirable.
• Typically have experience in a customer service environment.

Responsibilities

• Generate quality mortgage loan applications through our network of brokers.
• Support the Business Development Managers with broker onboarding.
• Work closely with the Business Development Managers on new business leads.
• Assist brokers with loan structuring and product selection.
• Achieve monthly individual and company completion targets.

Skills

Excellent customer service

Experience in a lending environment

Intermediate skills in Microsoft Word

Intermediate skills in Microsoft Excel

Job description

Responsibilities

• Generate quality mortgage loan applications through our network of brokers in line with business targets.
• Support the Business Development Managers with broker onboarding, ensuring all documentation and checks have been carried out and the broker onboarding process has been followed.
• Work closely with the Business Development Managers, following up on appointments and new business leads.
• Take inbound calls on new loan scenarios, assisting the broker with loan structuring and product selection.
• Develop and maintain close and regular contact with brokers and clients ensuring communication of requirements to and from all parties are both clear and unambiguous.
• Discuss and follow up on all issued DIPs with the broker/client to ensure full understanding of requirements and product terms.
• Update the company database and systems, maximising the system's capability and using it both as a task prompt and as an audit trail.
• Assist the broker with any questions the borrower may have with the terms, pricing and structure of the loan.
• Follow up and track initial loan enquiries.
• Achieve the monthly individual and company completion targets.
• Ensure the broker and client receive a "best in class" service every time.
• Work closely with underwriting to ensure HTB originates and maintains a quality loan portfolio.
• Discuss and process loans with borrowers directly if required.

Qualifications

• Provide excellent customer service.
• Demonstrable experience in a lending environment.
• Experience in structuring lending proposals desirable.
• Typically have experience in a customer service environment.
• Intermediate level skills in Microsoft Word and Excel are essential.

Competencies and Attributes

• Exceptional organisation and time management skills.
• Good communication skills.
• Delivery of excellence in customer service, customer centric approach.
• Risk awareness.
• Team player.

Benefits

• Competitive remuneration
• Discretionary annual bonus
• Annual pay review
• Private Medical Insurance (Bupa)
• Mental health & wellbeing support via YuLife & Bupa
• 25 days annual leave (increasing with service) + Holiday Buy Scheme
• Cycle to Work Scheme & Green Car Scheme
• Enhanced family leave policies
• Study support & professional membership
• YuLife Rewards - discounts on retail, lifestyle & experiences
• Pension scheme - 8% employer contribution (non-contributory)
• Interest-free season ticket loan
• Annual volunteering day & Net Zero employer commitment