6 дней назад
Specialist Relationship Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Specialist Relationship Manager (Fintech): Managing and developing relationships with UK healthcare SME clients while supporting lending, credit submissions, covenant monitoring, and customer reviews with an accent on healthcare finance and commercial lending. Focus on analysing financial accounts and cashflow forecasts, managing portfolio risks, and coordinating lending and workout activities for transactions ranging from £0.5m to £20m.
Location: London Office, hybrid working
Company
is a UK fintech focused on providing lending, savings, and current account products to established small and medium-sized businesses.
What you will do
- Manage a portfolio of healthcare SME clients across the UK, including elderly care homes, specialist care homes, and children’s day nurseries.
- Develop and maintain relationships with business owners, customers, advisors, and internal stakeholders.
- Monitor covenant compliance, quarterly management information, audited accounts, cashflow forecasts, and business plans.
- Support and lead new lending credit submissions across healthcare lending products, typically involving transaction debt of £0.5m–£20m.
- Coordinate with Collections and Recoveries when customers experience financial stress and support agreed workout activities.
- Maintain compliance with mandatory policies and operational procedures.
Requirements
- Understanding of SME banking and lending, with experience across commercial asset classes.
- Strong Excel skills, including modelling financial accounts and management information.
- Ability to analyse financial performance against covenants and manage portfolio metrics.
- Experience working independently with established SMEs and delivering effective customer outcomes.
- Excellent interpersonal and communication skills for working with customers, colleagues, and advisors.
Culture & Benefits
- Hybrid and flexible working options.
- Full onboarding support and continued development opportunities.
- Pension contributions, private health cover, and life assurance.
- Discretionary bonus scheme.
- Family-friendly policies, including enhanced maternity and paternity leave.
- Regular social activities.
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