United Trust Bank Limited
Case Manager
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This is a hybrid role working 3 days in the office (City of London location) and 2 days working from home.
Role Purpose
The Case Manager is responsible for the administration of property development funding in support of the Property Development Directors and Managers (PDD/PDM).
Responsibilities
- Maintain accurate and well documented loan diligence from acceptance through to loan drawdown.
- Analyse, interpret, comment and act constructively on reports prepared by the Bank’s professional advisers.
- Ensure all KYC requirements have been met and where appropriate, signed off by Compliance.
- Maintain a close working relationship with clients, professionals and PDD/PDMs, in support of achievement of the Bank’s business objectives. Attend meetings and site visits as required to further enhance working relationships.
- Active involvement in account/file maintenance process, including anti money laundering/KYC information collation, effecting payments against Monitoring Surveyor certificates, completion and management of loan redemptions, fee and interest collection, insurance matters and all post draw down follow up matters with the professional advisers.
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Skills and Experience sought
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- Strong Analytical skills.
- Accuracy and eye for detail.
- Good written and verbal skills.
- Good organisational skills.
- Committed to high service levels with a “can do” attitude.
- Ability to deal with clients at all levels and to handle enquiries.
- Customer Relationship Management.
- Stakeholder Management.
- Teamwork.
Equal Opportunities
We're an equal opportunity employer, which means we'll consider all suitably qualified applicants regardless of gender identity or expression, ethnic origin, nationality, religion or beliefs, age, sexual orientation, disability status or any other protected characteristic. We recruit and develop our people based on merit and we're committed to creating an inclusive environment for all employees. During the application process, you will be asked to complete an equality questionnaire on a voluntary basis and any data we collect will be treated confidentially and used for evaluation purposes. This will be for a period of 6 months or longer with your permission. This helps us understand our applicants so we can make sure we are doing everything we can to attract a diverse range of people and ensure our recruitment processes are fair and inclusive.
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