We are seeking an experienced Account Manager to support our post-loan completion activities within our lending operations. This role is crucial

in ensuring the smooth operational management of loans following completion, including supporting

customers with redemptions, progress checks, loan extensions, and other post-completion tasks. A

strong focus on customer experience is essential, as the Post Completions Account Manager will ensure

borrowers receive consistent support and communication throughout the loan term.

As an Account Manager you will also play a pivotal role in supporting the business to achieve its strategic

goals while fostering a culture of excellence and continuous improvement within the team.

 

Experience

§ A minimum of 2–3 years’ experience within the bridging finance, specialist lending, or wider

property finance sector is highly desirable.

§ Experience in managing a loan portfolio or key accounts, ensuring everything runs smoothly.

§ Comfortable managing post-loan activities such as redemptions, loan extensions, arrears, and

progress checks.

§ Manage the redemption process, providing clear communication to all parties and ensuring

timely settlement of the loan.

§ Able to liaise with the Finance team, Head of Underwriting and MD to ensure all requirements

are met.

§ Strong knowledge of the loan lifecycle, documentation, compliance, and procedures.

§ Familiarity with loan documentation, security instruments, and enforcement processes.

§ Passionate about delivering a great customer experience, keeping borrowers informed and

supported throughout the life of their loan.

§ Excellent communication and negotiation skills, handling customer conversations professionally

and confidently.

§ Good presentation skills and the ability to present and report to senior management clearly and

effectively.

§ Highly organised and attentive to detail, able to juggle multiple priorities effectively.

§ A conscientious team player who takes pride in delivering high-quality work.

§ Comfortable collaborating across teams including Legal, Finance, and other departments to

resolve issues.

§ Able to create and update internal policies and procedures, helping the team work efficiently and

consistently.

§ Experience improving processes and systems to make things run more smoothly.

§ Confident in recording client interactions in CRM systems, keeping clear and up-to-date records.

§ Good knowledge of loan management systems, CRM software, and Microsoft Office.

§ Strong problem-solving and analytical skills, able to spot issues early and find solutions.