My client is a PE-owned Debt Fund that provides development (mainly) and bridging finance. They are a small, successful team seeking an experienced Credit / Portfolio Manager to join their busy team.
Responsibilities:
Case management and third-party communication
- Responsibility and management of cases from point of valuation to completion, including liaising with solicitors, valuers and brokers;
- Management of broker and client communications following handover from Sales;
- Updating the management team on the status of cases on a regular basis
- Oversight of Underwriting Assistant’s work on transactions.
Transaction due diligence and risk assessment
- Borrower risk assessment, including assessment of clients’ background, credit reports and financial status, including affordability assessment where necessary;
- Property risk assessment, including of Security Properties including third party valuation, viability of development (if applicable), any issues raised in conveyancing and viability of borrowers exit proposal(s);
- Ensuring all transactions fit within the company’s Credit Policy and identifying changes where necessary;
- Identifying transaction risks and recommending appropriate mitigation where possible;
- Preparing summary reports of each loan for Credit Committee review.
Other general responsibilities
- Ensuring the Company’s compliance policies e.g. AML/data protection etc., are adhered to and any issues are reported to the Compliance Officer;
- Assist the Redemptions and Collections dept. where necessary.
What you will Bring:
- Mandated property underwriting experience (4-5 years minimum);
- Property / Finance related background;
- University level education / 5+ yrs work experience in relevant field;
- CEMAP qualified (preferred but not a must).
- Good knowledge of the mortgage / lending sector;
- Understanding of development process and lifecycle;
- Ability to interpret credit reports from all major agencies;
- Good knowledge of industry regulation including MCD/MCOB, AML, regulated vs non-regulated deals;
- Up to date knowledge of the property sector;
- Working knowledge of MS Office toolset
- Knowledge of Brightoffice software (preferred but not a must).
Salary: flexible, depending on experience
”, “datePosted”: “2026-05-20”, “hiringOrganization”: { “@type”: “Organization”, “name”: “Buckden Partners”, “sameAs”: “https://uk.whatjobs.com/pub_api__cpl__436962605__4861?utm_campaign=publisher&utm_medium=api&utm_source=4861&geoID=33” }, “jobLocation”: { “@type”: “Place”, “address”: { “@type”: “PostalAddress”, “addressLocality”: “London” } } }My client is a PE-owned Debt Fund that provides development (mainly) and bridging finance. They are a small, successful team seeking an experienced Credit / Portfolio Manager to join their busy team.
Responsibilities:
Case management and third-party communication
- Responsibility and management of cases from point of valuation to completion, including liaising with solicitors, valuers and brokers;
- Management of broker and client communications following handover from Sales;
- Updating the management team on the status of cases on a regular basis
- Oversight of Underwriting Assistant’s work on transactions.
Transaction due diligence and risk assessment
- Borrower risk assessment, including assessment of clients’ background, credit reports and financial status, including affordability assessment where necessary;
- Property risk assessment, including of Security Properties including third party valuation, viability of development (if applicable), any issues raised in conveyancing and viability of borrowers exit proposal(s);
- Ensuring all transactions fit within the company’s Credit Policy and identifying changes where necessary;
- Identifying transaction risks and recommending appropriate mitigation where possible;
- Preparing summary reports of each loan for Credit Committee review.
Other general responsibilities
- Ensuring the Company’s compliance policies e.g. AML/data protection etc., are adhered to and any issues are reported to the Compliance Officer;
- Assist the Redemptions and Collections dept. where necessary.
What you will Bring:
- Mandated property underwriting experience (4-5 years minimum);
- Property / Finance related background;
- University level education / 5+ yrs work experience in relevant field;
- CEMAP qualified (preferred but not a must).
- Good knowledge of the mortgage / lending sector;
- Understanding of development process and lifecycle;
- Ability to interpret credit reports from all major agencies;
- Good knowledge of industry regulation including MCD/MCOB, AML, regulated vs non-regulated deals;
- Up to date knowledge of the property sector;
- Working knowledge of MS Office toolset
- Knowledge of Brightoffice software (preferred but not a must).
Salary: flexible, depending on experience
…
