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Relationship Manager - Loans Agency

  • Location: London
  • Sector: Operations
  • Salary: Negotiable
  • Job type: Permanent
  • Date posted: 18/09/2017
  • Job reference: DB98
This vacancy has now expired.

I am currently working with a bank based in the City that is going through a growth period due to recent success in the recruitment of a Relationship Manager.

The role is a 50/50 split of Relationship Management and Transaction Management.

You will manage the high tier customer relationships with a high level of expertise consistent with governing document requirements, regulatory guidelines, and policies and procedures. You will responsible for growing fee revenues, keeping abreast of industry changes, support sales efforts and serve as the customer's primary contact.

On the transaction management side you will be expected to perform transaction document review and negotiation, coordinate document review with any vendors for delegated duties. You will perform pre-closing document review, closing activities and initial account reviews.

Essential functions:

  • Responsible for the successful retention of existing customer relationships including generating new business from these customers to increase market share and profitability.
  • Consult and provide service to customers with regard to account information
  • Coordinate the successful resolution of problem or other issues identified by customers
  • Develop and complete customer-calling program to ensure customer satisfaction, retention, and identification of repeat and new business opportunities
  • Solicit new business from current relationships with market influencers
  • Monitor aged receivables reports to better understand customer receivable status and collect those fee receivables in excess of 90 days past due.
  • Negotiate transaction document comments with issuer's counsel in pre-closing review

Thorough knowledge of account management, loan operations, presentations, project management and legal regulations are required as well as extensive product knowledge - relationship / transaction experience strongly preferred. In return they are offering a market rate salary plus excellent benefits and bonus.

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