Relationship Director - Real Estate Finance
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Overview
Founder & MD @ IPOE Consulting - Let's team up for excellence! AKA the running recruiter.
Main responsibilities will include;
Responsibilities
- Support reporting manager in the CDD onboarding process (and in the absence of reporting manager drive the process independently, including sign off on regulatory elements)
- Prepare and review heads of terms for prospective customers
- (In the absence of reporting manager) Negotiate head of terms for prospective customers with support senior management
- Instruct, monitor, and liaise with professionals in respect of the preparation of due diligence reports and legal documentation for different transactions and projects, including the negotiation of the following; relevant clauses in facility agreements and commercial aspects
- Provide feedback and present to all relevant parties who are involved in the credit process including; legal department, external solicitors (if required) and agency roles (if applicable)
- Negotiate on relevant aspects of the documentation process
- Review and analyse project monitor reports
- Review and liaise with professionals and our customers to ensure legal documentation reflects credit approved terms and policies
- Ensure consistent application of Group Policy and adhere to regulatory, financial, and legal standards to minimise business and reputational risks
- Collaborate with Group and Legal colleagues to deliver appropriate needs-based solutions for customers
- Attending client meetings, analyst meetings and banker presentations in support of the relationship manager
- Support customers and place their needs at the forefront of all that we do, setting world class standards and ensuring demonstrating fair customer treatment and delivery of customer satisfaction
Qualifications
- Academic background in a relevant field complemented with relevant qualification (RICS qualification as example or LLB)
- Minimum 5-10 years’ experience in: Legal Background; and/or Real Estate Finance
- The job holder will have had previous exposure in dealing with senior management and be familiar with requirements in terms of reporting and communication
- Excellent command of written and spoken English
- Excellent interpersonal and verbal skills
- An able team player
- Ability to work on own initiative and ability to priorities work
- Accurate organized individual, flexible and happy to undertake any task in support of the team members and thus the client
- Excellent knowledge of MS Office skills in Word, Excel and PowerPoint
- Should have a positive “can do” attitude combined with a flexible approach to the tasks required
Details
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Other and Sales
- Industries: Banking
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- Location:
- United Kingdom
- Job Type:
- FullTime
- Category:
- Marketing & Media