Relationship Support Specialist

Job Role: Relationship Support Specialist

Location: London

Hours: 35 hours per week

• A competitive salary and benefits package including discretionary bonus
• Matched pension contributions 
• 25 days annual leave plus bank holidays and your birthday off, on us!
• A monthly wellbeing hour to spend doing whatever makes you happy 
• A wide range of flexible benefits from Cycle2Work to private healthcare  
• Life assurance 
• Paid volunteering days and matched charity fundraising
• A collaborative and flexible working environment.
• Opportunities for professional development and career progression.
• A chance to make a real impact in a regulated, purpose-driven organisation

 As a Relationship Support Specialist in our Real Estate Finance team, you’ll help take lending transactions from pipeline through to successful completion, keeping customers and colleagues informed at every stage. You’ll support Relationship Directors in growing the customer base, provide ongoing support to existing customers and take ownership of delivering an excellent customer experience.

• Coordinate the deal execution process, managing transactions within agreed timescales and proactively chasing internal and external partners to enable funds to be drawn down.
• Keep Relationship Directors updated on progress, agree action plans to resolve issues and take the steps needed to move each deal forward.
• Work with Relationship Directors and borrowers to meet customer due diligence and customer risk assessment requirements throughout the customer relationship.
• Obtain quotes for legal, monitoring surveyor and valuation services, and prepare instruction letters using the Bank’s latest documentation.
• Review and present conditions precedent for Relationship Director and Credit sign-off, ensuring supporting documents are accurate and stored correctly.
• Collect covenant information and the documentation needed for tranche drawdowns, presenting complete and accurate information to Relationship Directors in a timely manner.
• Liaise with borrowers, professional advisers and Finance on repayments and security releases, gathering information for Relationship Directors to submit to Credit.
• Identify, assess and escalate risks, complying with internal policies and external regulations covering customer due diligence, records management, information security, complaints and anti-bribery and corruption.
• Work collaboratively with Relationship, Financial Crime, Credit, Governance and Quality Assurance teams to deliver excellent service, supporting colleagues during busy periods.
• Maintain accurate portfolio records across Aurius, I-Drive and nCino, keeping systems up to date and supporting reliable management information and right-first-time data quality.

• Financial services experience and a working knowledge of relevant regulations, including customer due diligence, anti-money laundering and GDPR.
• Experience and expert knowledge of customer due diligence methodologies and standards, preferably within Real Estate Finance.
• A strong track record in a Real Estate Finance environment, with a commitment to delivering exceptional customer service.
• Strong organisation and prioritisation skills, with the ability to work under pressure, meet tight deadlines and deliver with limited supervision.
• Clear written and verbal communication skills, with the ability to engage and influence stakeholders at different levels.
• Strong analytical and problem-solving skills, sound judgement and close attention to detail and accuracy.
• Good IT skills and an A-level or banking qualification.
• A customer-focused, risk-aware approach, taking ownership of your work, working well with others and embracing change and new ideas.

As part of our vision to become the most trusted specialist lender in the UK, we’ve been helping customers and businesses fulfil their ambitions since 1952.  In that time, we’ve learned that we’re more than the sum of our parts. We’re a strong Group because of our people being our strength; specialist, expert, ambitious and also diverse. All of our people are different and this is something we celebrate.

Every one of our employees brings unique talent, ability and perspective to their role.

That’s why Secure Trust Bank Group nurtures differences. We understand that we perform better because we’re not cast from the same mould. We actively embrace and support diversity, work with leading industry bodies and promote initiatives that reinforce our philosophy of giving you the freedom to be who you are.

We’re an award-winning bank providing savings accounts and lending services to over one million customers. We’re Secure Trust Bank Group. We embrace difference.