Commercial Servicing Relationship Manager role involves managing commercial loan portfolios, negotiating deals with borrowers, and implementing strategies to maximize financial returns.
Morgan McKinley is a leading recruitment agency.
Key Responsibilities
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Portfolio Management
- Engage with borrowers, assess financial information, and develop strategies for each case.
- Negotiate deals with borrowers and implement strategies to maximize financial returns.
- Implement daily account actions in accordance with work-streams and mandates.
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Credit Management
- Issue correspondence to customers in line with mandates and acceptance of terms.
- Monitor account performance and collect set repayments.
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Analysis and Reporting
- Complete ad-hoc, daily, weekly, and monthly reporting requests accurately and within the requested timeframe.
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Customer Service
- Provide an efficient service to internal clients and borrowers, maintaining quality standards and customer service levels.
Key Performance Indicators
- Progression of accounts along a set pipeline.
- Cash collections and settlements.
- Relevance, accuracy, and timeliness of reports.
- Call quality audits.
- Customer feedback.
Requirements
- Accredited Product Advisor (APA) with commitment to completing QFA.
- Third-level business degree or similar qualification.
- Qualified Financial Advisor (desirable).
- Operations experience in a financial services environment.
- Previous collections and/or restructuring experience.
- Strong organisational skills and ability to manage workload.
- Knowledge of relevant lending legislation and codes (desirable).