______________________
_________________________
______________________
_____________________
_______________________
_______________________
___________________________
_______________________
_____________________
_____________________
We are delighted to be working alongside a successful short term property finance lender (Bridging and Development loans) in Chester. They are now looking to grow their team and are looking for a Loan Portfolio Case Manager who will report to the Director of Credit Risk. The successful candidate will be primarily involved in the management of their growing portfolio of development, refurbishment and bridging loans. Main responsibilities Management of a portfolio of existing customers and to assist dealing with new applications alongside. Responsible for the management of each loan until they are finally repaid in full. Deliver high levels of accuracy and attention to detail when producing all written and communicated data. Assist with the completion and management of the loan portfolio, including redemption of loans. This includes drafting and sending out interest payment reminders, completion letters, notification of changes in interest rates, redemption statements and term reminder letters to borrowers. Calculation and preparation of loan redemption statements. Monitoring the progress of the loan, including the build/refurbishment works, sales, planning and refinance. Manage the Development loan drawdowns, including arranging monitoring visits, liaising with the QS, updates on progress and costs and ensuring the timely release of funds. Working closely with the Director of Risk to manage loans in default and this may include liaising with solicitors and the appointment of LPA receivers etc Toproactively chase clients/brokers/solicitors etc for updates & outstanding documents. Updating brokers and borrowers via phone and email on the status of their loan application/redemption. Updating the loan cases on the system and ensuring all information is uploaded. Maintaining loan pipeline records/spreadsheets for MI. To assist with providing information for external audits and ensuring all information is uploaded to the live records. Answering the phone and being the first point of contact with commercial mortgage brokers and borrowers calling our office. Key Competencies Development monitoring and lending experience Someone who does not shy away from tough situations and are able to have difficult conversations with borrowers. Self motivated, proactive with the ability to act on own initiative. A professional manner. Assertive clear telephone manner, excellent communication & numeracy skills. Team player, help others. Enthusiastic with a positive can do attitude. No job is too small. Excellent organisational skills, ability to prioritise. Good attention to detail & ability to work to tight deadlines. Be able to take direction/instruction. Proficient in Microsoft Office (Excel & Word) Salary: £25k-£35k pa (dependent on experience) Holidays: 25 days plus bank holidays Office Hours 8.30am to 5pm (1 hour lunch) Monday - Friday. Due to the high volume of applications Recruited UK receives, we will make every effort to respond with feedback although this is not always possible. If you have not been contacted within 5 days, then unfortunately you have not been successful on this occasion, but we may keep your details on file and contact you with future opportunities.
Client Service Representative Chester 12 Month Contract £55,000 per annum (PAYE) The Role My high-profile banking client is seeking a dynamic and experienced Client Service Representative (CSR) to join their team. In this role, you will serve as the main point of contact for a prestigious clientele dealing in Futures & Options and OTC clearing. Your primary responsibilities will include providing exceptional client support, managing trades and positions, and handling inquiries across the derivatives space. This position demands outstanding customer service skills to enhance overall client relationships. This is a hybrid role 3 days a week office based and 2 days a week remote, Monday to Friday 08:00 - 18:00 (some weekend work may be required). Key Role and Daily Tasks Act as a subject matter expert for client queries regarding trades, positions, lifecycle events, and product offerings. Serve as the central point of contact for clients, conducting research and internal outreach to address client queries and escalations. Coordinate outreach efforts and understand clients' intentions regarding trading activities and options expires. Facilitate client requests for additional access to relevant platforms and portals. Establish regular dialogue with internal teams and keep them informed of client concerns and product requests. Conduct frequent meetings with priority clients to discuss metrics, outstanding issues, and strategic industry focus areas. Collaborate with Client Service Relationship Managers to prioritise and resolve client issues effectively. Work with clients to promote self-service opportunities and streamline processes. Maintain accurate client profiles and contact information. Skills & Qualifications Strong communication and leadership skills with the ability to interact effectively with clients and internal stakeholders. Ability to thrive in a fast-paced environment and manage multiple tasks simultaneously. Demonstrated ability to work independently, take ownership of tasks, and evaluate risk elements effectively. Proficiency in Microsoft Excel, Word, and PowerPoint. Experience in client execution and clearing for futures and derivatives products on global markets. Knowledge of industry rules, regulations, and common business practices. Experience with GMI and other systems associated with cleared Futures and Derivatives (preferred). Experience working in a global environment with outsourced partners (preferred). In-depth knowledge of the margin process for futures and options. Ability to drive innovation and unique solutions. Experience in collaborating with diverse viewpoints to determine the best path forward. Commitment to challenging the status quo and promoting positive change. Belief in the value of diversity to meet the diverse needs of clients and employees. Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you accordingly. Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.