Job Details


Portfolio Manager

Ref: RP6029 Salary: £45,000 to 55,000 Contract Type: PermanentLocation: Manchester, North West

Skill Set

Portfolio Manager, Loan Manager, Portfolio, Bridging Finance, Bridging Loan, Relationship Manager

An exceptional career opportunity is available, due to the company's success and expansion, for a Bridging Loan Portfolio Manager, with a leading Bridging Lender

A market leading package is being offered, a competitive negotiable package, comprehensive benefits and bonus, a long-term career in a dynamic organisation and career progression.

Base salary is very much dependent upon experience. Hybrid working available after successful probation


Bridging Loan Portfolio Manager Main Requirements:

  • Undertaking the Pre-Completion Call
  • Dealing with all Borrower interaction once the loan draws-down
  • Managing the satisfaction of Conditions Subsequent
  • Obtaining of documents as required (e.g., building insurance certificates; replacement AST documents; leases)
  • Maintenance of satisfactory records of events during the life of the Loan (primarily but not exclusively using the CRM system)
  • Managing anticipated redemption dates
  • Negotiating additional loan facilities with the borrower (i.e., term extensions)
  • Instructing and liaising with our appointed Lawyer to document loan extensions
  • Escalating cases to the Credit Risk Manager/Managing Director
  • Preparation of updates to the Lenders/Funders that own the underlying loan.
  • Within 5 days of the loan completing issue, addressed to the Borrower our welcome letter which includes the assigned PM name and contact details.
  • Checking security documents are correctly executed.
  • Maintaining list of executed security documents (as detailed in the Report on Title)
  • Monitoring registrations of the charges to ensure they are properly registered.
  • Monitor Corporate Borrower’s at Companies House where any alerts are provided and ensure that Confirmation Statements and accounts filed on time and that there are no changes of directorships.
  • Where works are being undertaken to the property liaise with the Borrower and/or our appointed Project Monitoring Surveyor (PMS)/Asset Manager (AM) to ensure works are progressing on time, on cost and of quality.
  • Where works are being undertaken to the property from the facility allows, action any potential release monies in accordance with our appointed PMS/AM
  • Up to date knowledge of tenants, payments, rents, next rent payment due. Understanding borrowers’ activity in other purchases to see if they want to fund other projects through us.
  • Hosting borrowers at events (out of hours and weekends) to generate further loan opportunities and strengthen/develop relationships.
  • Representing the business at industry sector and social events as required by the business.
  • Assisting with possession claims and default claims or appointing receiver’s
  • Be able to deal with questions/queries from assignees and sub funders.
  • Understanding the suite of security documents and powers conferred within.


Bridging Loan Portfolio Manager Person Specification

  • Have excellent Microsoft Excel, Outlook, and Word experience.
  • Be comfortable with change and invoking process change.
  • Be prepared to contribute to ideas to improve finance systems, processes, and controls; and support their implementation.
  • Be able to manage competing priorities and deliver on time deadlines.
  • Cover colleagues’ roles during periods of absences.
  • Be confident to escalate issues to management.


Consultant Details

For further information on this opportunity please contact:

Robert Pender

Tel: 01303 220844


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