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Portfolio Manager – Bridging Finance & Specialist Mortgages

LMA Recruitment · London

Hybrid Senior 🇬🇧 English
Phoebus Keystone Tableau

Job description

About the role

We are seeking an experienced Portfolio Manager to join our Bridging Finance & Specialist Mortgages team in London. The role involves managing a portfolio of specialist property lending cases, ensuring credit stewardship and delivering excellent customer service.

Key responsibilities

  • Manage an existing portfolio of bridging and specialist mortgage facilities.
  • Monitor loan expiries, extensions, construction milestones, interest tranches and other key lending events.
  • Act as the primary servicing contact for customers, brokers and internal stakeholders.
  • Prepare credit proposals for amendments and conduct cash‑flow reviews.
  • Approve drawdowns and payments within delegated authority and produce redemption statements and portfolio reporting.
  • Support team initiatives and continuous improvement projects.

Required profile

  • Proven experience in property lending, bridging finance, development finance or specialist banking.
  • Strong analytical ability to assess and present complex information.
  • Excellent organisational skills with the capacity to manage multiple priorities.
  • Outstanding written and verbal communication skills and a proactive, collaborative approach.
  • Understanding of credit risk and portfolio management principles.
  • Willingness to travel nationally for customer and site visits.

Required skills

  • Experience with Phoebus, Keystone or Tableau (advantageous but not essential).

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Published 2 months ago

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LMA Recruitment

London