Grow with UTB

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

Role Purpose:

Responsible for supporting the PD Case Management Team with loan origination and in-life support & administrative related tasks.

Responsibilities:

PD Support Team

Support the Head of Support and Training in the provision of services across the Property Development business by:

• Create loan accounts for new and existing customers in the core banking system.
• Manage the safe receipt and lodgement of monies to accounts.
• Prepare Instruction Letters to Bank’s Professionals (Solicitors, Monitoring Surveyors, Valuers).
• Achieve compliance with CDD regulations by gathering information from a range of systems and performing checks to assist the Case Managers & others in their CDD reviews.
• Obtain information from Land Registry and others to evidence the net worth of individuals and corporations.
• Support the Case Managers to maintain banking systems in good order.
• Save documentation to electronic filing locations in compliance with GDPR requirements.
• Enter New Bank Details into banking systems for approval.
• Fulfil the process for delivering execution of security releases, collateral warranties, & various deeds.
• Undertake the Partial Redemptions Process by liaising with solicitors and processing plot sales proceeds and associated fees.
• Prepare a Post Completion Checklist after a Loan is Drawn; record any findings and correct systems where required. Obtain the Case Managers final review & sign
• Undertake the CDD/KYC Refresh of Low/Medium and High-Risk Borrowers.
• Assist in the Broker On-boarding process.

Other General Activities

• All activities to be conducted in accordance with the Bank’s internal procedures.
• Ensure all matters which may adversely impact the risk to the Bank are promptly notified to the Head of Case Management, the Head of Operations, the Executive Director Property Development and/or Credit Department as necessary.
• Assist the Operations Team and PD Team Administrator with ad hoc projects/ systems testing work as necessary.

Skills and Experience sought: 

• Basic understanding of anti-money laundering procedures and CDD/
• MS Word and
• Confidence & a willingness to learn new computer-based systems.
• An interest in property finance practices and
• Energetic and willing approach to
• Accuracy and eye for
• Written and verbal communication
• Good organisational and time management
• Committed to high service levels with a can-do

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 discretionary bonus scheme
• matched pension contributions up to 7%
• 26 days annual leave plus two wellbeing days and opportunity to purchase additional holiday
• flexible and hybrid working
• private medical insurance via Vitality
• life, income protection and critical illness insurance
• enhanced family leave pay
• extensive learning and personal development opportunities
• electric car scheme and cycle to work scheme
• season ticket loan
• wellbeing support – discounted gym membership, employee assistance programme, 24/7 private GP access for staff and their immediate family (online), 1:1 key life stage coaching

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

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