07 Jan 2020

Executive Mortgage Manager

Ref 32853

An international company offering in financial and taxation advice is looking to recruit an Executive Mortgage Manager, to join their Private Client Lending team. 


  • Develop & manage the Executive Mortgage product
  • Build relationships with existing & target clients to maximise lending opportunities
  • Proactively work with colleagues to promote the bank’s mortgage lending capability to existing and target clients
  • Management of existing mortgage lending transactions and relationships
  • Attend meetings alongside members of the Private Client Lending team with potential and existing clients
  • Preparation of credit applications and presenting of transactions to the Bank’s Credit
  • Oversee the drafting of relevant Facility Letters and documentation in line with the
  • Managing of deals through to drawdown including all future draw downs (e.g. property refurbishment) ensuring all conditions continue to be met
  • Pro-active notification to clients of upcoming interest payments along with monitoring and chasing as appropriate
  • Carry out a review of each transaction/account on at least an annual basis
  • Deal with day-to-day client queries

The desirable candidate will have the following core skills and knowledge:

  • Strong interpersonal and communication skills (both written and verbal)
  • Good knowledge of the Guernsey property market and experience of the high net worth sector in the island
  • Knowledge of lending procedures including credit and drawdown related matters
  • Ability to learn quickly and react to client requirements within the policies of the bank
  • Team player with the ability to build relationships both externally and internally
  • Solid general administration skills
  • Understand and follow all relevant compliance considerations including the regulatory environment and appropriate processes, procedures and their implications
  • Ability to deal with demanding clients and work within tight deadlines
  • The potential and desire to develop within the business


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