$42,957 - $49,094 yearly
CV Library
Epsom, Surrey
PORTFOLIO RELATIONSHIP MANAGER - EPSOM - C £40K
Our client, a major name within financial services, are currently recruiting for an experienced Portfolio Relationship Manager to join their growing team.
You must have industry experience, with a minimum of five year's experience in life time mortgages and equity release.
Responsibilities:
* Assist in the supervision of the Lifetime Mortgage (LTM) portfolio–NCBS & CHLM (IRS) including the updating & maintenance of the Customer Portfolio Procedure Manual
* To assume joint responsibility for all face-to-face customer visits to LTM customers, and to assist the Manager, Customer Portfolio with re-possession property inspections & administration work on occasions
* Plan, research and prepare a file for all face-to-face customer visits, to include compliance approved introductory letters and customer information sheet
* Produce a post meeting report to include all salient points discussed including...