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 role of the Deal Execution Manager is primarily to assist and support the Relationship Management Team to complete and manage residential and commercial non regulated loans that are introduced by the Head of Department (HoD), Head of Sales (HoS), Business Development Directors (BDD)/ Managers and Relationship Managers (RM) within the Bank. The Deal Execution Manager reports directly to the Deputy Head of Operations.

Key Responsibilities

• Liaise with customers / prospects / brokers and third-party professionals by phone, email etc. to progress deals in conjunction with the relevant RM, ensuring accurate notes are recorded in our systems
• Liaising with RMs to understand final deal / loan conditions approved in Credit Committee
• Undertaking post completion checklist and “first check” signing off as case manager and producing customer Welcome Letter.
• Monitoring of loan conditions to include flagging to the RM upcoming conditions where their input is required, liaising with client to obtain relevant information to satisfy loan conditions, setting up and drafting memos and file notes, updating Aurius, amending master spreadsheet and VC’ing evidence of satisfied conditions
• Assist the Head of Department and Operations as and when required
• Ensure Portfolio Management adheres to the Bank’s Internal Processes and External Regulatory Framework

Skills and Experience 

• Good working knowledge of non-regulated lending secured by residential and commercial property
• A minimum of 5 years’ experience working in a similar role.
• Good understanding and experience of KYC/AML requirements
• Willing to work outside normal business hours when necessary to meet team objectives
• Strong attention to detail and organisational skills

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.

• Competitive Salary and Bonus package
• 26 Days Holiday
• 2 Wellbeing Days
• Contributory Pension
• Life Insurance / Income Protection / Critical Illness cover
• Private Medical Insurance
• Season Ticket Loans
• Excellent career development opportunities and where appropriate sponsorship of a relevant qualification

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

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