Manager

This role will involve:

 

- Dealing with incoming telephone and e-mail queries from prospective clients, mortgage brokers, Wealth Management colleagues and senior management;

- Information gathering and review;

- Assessing mortgage applications and structuring terms and conditions to meet the client’s requirements and liaising with colleagues and clients to agree these;

- Producing Key Facts Illustrations and Initial Disclosure Documents;

- Drafting credit papers for submission to the Private Client Credit Committee and answering queries raised by committee members;

- Completing facility documentation (from standard form templates), ensuring that all approved terms and conditions have been incorporated;

- Appointing lawyers and valuers;

- Reviewing of valuation reports and liaison with valuers;

- Liaison with clients, lawyers and colleagues on the facility documentation;

- Coordinating the completion of the mortgage, including; ensuring all conditions precedent have been met, signing of the facility documents and obtaining authorisation for the drawdown of funds; and

- Monitoring of loans (including liaison with clients, back office and other colleagues) and completion of mortgage annual reviews (including assessing/confirming covenant compliance).

November 18, 2013 • Tags:  • Posted in: Financial

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