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