Day to day review and administration of the loan portfolio for the Development Finance Team. The portfolio is focused on Property Development Loans to Residential Property Developers with loan amounts from 1-10 million poundsCollate information for credit submissions including credit checks and associated due diligencePreparation of heads of terms and credit facility lettersProvide support to a lending team of 7 Relationship Directors.Assist with the onboarding of new Bank Panel Professionals including Solicitors and Monitoring SurveyorsProvide support too, and deputise for, the Senior Operations Manager when requiredReport on the estimated weekly cashflow figuresOversee and guide the client and Relationship Director through the lending process from sanction to drawdown delivering on agreed completion dates in a time sensitive sector.Reviewing and reporting back to the credit team on property Valuation reports and project Monitoring Surveyors reportsWork with other internal teams including legal and compliance on document and procedural amendmentsSpeak too, and advise intermediaries of our high-level terms and requirements on new lending opportunitiesReview Loan documentation to provide the final confirmation that all loan security and lending conditions detailed in the credit sanction are in place and confirm the loan is ‘fit to lend’

Assist the Senior Real Estate manager in managing a portfolio of c.200 property developers and property investors around the Birmingham/ Midlands area, delivering the highest levels of service to all calibre of clients by having a good understanding of their needs and providing solutions.Preparation of reports provided to Senior Real Estate Manager prior to customer meetings.Preparation and presentation of credit proposals to the credit team Conduct service reviews with customers enabling deepened relationship and understanding of business needs, specifically focusing on promotion of digital bankingOn boarding of new customers including arranging account opening/introduction to the solutions offered to Real Estate customers.Developing client contact strategies to grow relationships with customers and to offer financial services solutions to meet and exceed customer expectations.Establish strong business relationships to deepen customer loyalty and work closely with business partners and internal departments to promote a one bank approach.Headed the colleague accuracy champion role internally. Working within the team by monitoring Key Business Measures monthly and ensuring targets are achieved, whilst maintaining good working relationships with colleagues and supporting them to help overcome any obstacles they may be facing.Maintain good internal relationships with existing Senior Business Managers and credit teams and all other internal servicing teams

Deputy team leader with a responsibility focusing on workflow management and allocation and complaint handlingPart of a team set up to support Barclays Business Managers process complex secured lending applications Proactively managed an internal portfolio of up to 150 secured lending applicationsOversaw production of all facility/security documentation liaising with all involved parties, including solicitors and valuers to ensure timely return of documents. Provided technical support to the Business Managers to assist with the lending journey for the customerHeavily involved in the training of new members of staff partly in an initial classroom environment before moving onto on the job mentoring. Support new team members to full accreditation sign off

Production and distribution of all security documentation relating to a secured lending applicationChecking and sign off of all returned legal charge formsReview and sign off of solicitor’s report on titles relating to land taken as security for lending. Query and resolve any issues raised in the with the solicitors to ensure the Banks security is fully completed and there are no risks to the bank in lending on the securityReview and sign off of the bank instructed valuation reports on properties being provided as loan security ensuring any issues raised by the report are dealt with promptly

Oversee the production of loan offer paperwork for local business customersResolution of queries raised by the offshore production team creating the loan paperworkUndertake quality control checks on the paperwork produced by the offshore production teamTelephone helpdesk providing support to the frontline network with issues relating to the production of loan paperwork