Grow with UTB

This is a hybrid role working 3 days in the office (City of London location) and 2 days working from home.

Role Purpose

The Case Manager is responsible for the administration of property development funding in support of the Property Development Directors and Managers (PDD/PDM).

Responsibilities: 

• Maintain accurate and well documented loan diligence from acceptance through to loan drawdown.
• Analyse, interpret, comment and act constructively on reports prepared by the Bank’s professional advisers
• Ensure all KYC requirements have been met and where appropriate, signed off by Compliance.
• Prepare Credit Memoranda to report results of Due Diligence and seek extensions of time
• Maintain a close working relationship with clients, professionals and PDD/PDMs, in support of achievement of the Bank’s business objectives. Attend meetings and site visits as required to further enhance working relationships
• Active involvement in account/file maintenance process, including anti money laundering/KYC information collation, effecting payments against Monitoring Surveyor certificates, completion and management of loan redemptions, fee and interest collection, insurance matters and all post draw down follow up matters with the professional advisers

Skills and Experience sought: 

• Strong Analytical skills
• Accuracy and eye for detail
• Good written and verbal skills
• Good organisational skills
• Committed to high service levels with a “can do” attitude
• Ability to deal with clients at all levels and to handle enquiries
• Customer Relationship Management
• Stakeholder Management
• Teamwork

Equal Opportunities

We’re an equal opportunity employer, which means we’ll consider all suitably qualified applicants regardless of gender identity or expression, ethnic origin, nationality, religion or beliefs, age, sexual orientation, disability status or any other protected characteristic. We recruit and develop our people based on merit and we’re committed to creating an inclusive environment for all employees. During the application process, you will be asked to complete an equality questionnaire on a voluntary basis and any data we collect will be treated confidentially and used for evaluation purposes. This will be for a period of 6 months or longer with your permission. This helps us understand our applicants so we can make sure we are doing everything we can to attract a diverse range of people and ensure our recruitment processes are fair and inclusive.

UTB is a dynamic and expanding specialist bank that provides solutions to our customers and brokers, which help them achieve their ambitions. Recognised as being one of the most dependable and well-respected Specialist Banks in the UK, we were delighted to see our balance sheet exceed the £2bn mark in 2022.

Exceptional customer service and the ability to provide rewarding deposits accounts and flexible lending solutions have helped us to develop productive and enduring relationships with our customers. We understand that their success is our success and that the quality of our people and teams, is key to delivering special outcomes for them.

We also understand that the performance of our people is directly linked to the culture in which they work. There is a strong sense of community at UTB and as well as promoting a clear set of internal values, and providing a wealth of facilities for training, personal development, and team building, we run a busy and varied calendar of engagement and social activity. Typical recent examples include: Pizza Lunch Days and Coffee Catch-ups; London Marathon and Sahara Challenge Sponsorships; Success Sharing and Value Awards; and Awesome Autumn social events ranging from Theatre Trips, Cocktail Mixology, and Cookery Classes, to Go-karting, Mini Golf and Clay pigeon shooting.

We’re an equal opportunity employer, which means we’ll consider all suitably qualified applicants regardless of gender identity or expression, ethnic origin, nationality, religion or beliefs, age, sexual orientation, disability status or any other protected characteristic. We recruit and develop our people based on merit and we’re committed to creating an inclusive environment for all employees. During the application process, you will be asked to complete an equality questionnaire on a voluntary basis and any data we collect will be treated confidentially and used for evaluation purposes. This will be for a period of 6 months or longer with your permission. This helps us understand our applicants so we can make sure we are doing everything we can to attract a diverse range of people and ensure our recruitment processes are fair and inclusive.

Thank you for your interest in our current vacancy. Please click the link below to complete your online application.

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