Portfolio Manager – Development Finance (Leeds)

About the Opportunity

Portfolio Manager – Development Finance (Leeds)

📍 Location: Leeds

🕘 Hours: Monday to Friday, 9:00am–5:30pm

🔄 Working Pattern: Hybrid (50/50)

👤 Reports to: Jason Wilmot

🏦 Department: Development Finance – Portfolio Management

Responsibilities

• Monitor loan expiries, interest tranches, construction milestones and sales progress.
• Conduct site inspections to assess build progress, quality, budgets and schedules.
• Liaise with Quantity Surveyors, borrowers and construction teams.
• Review cashflows and variances against approved models to identify early risks.
• Support restructuring recommendations and prepare credit papers and memos.
• Complete monthly time delay and cost overrun analysis.
• Monitor unit sales and identify slow sales or undervalue risks early.
• Maintain accurate records and portfolio management systems.
• Produce high‑quality portfolio reports for Committee and periodic reviews.
• Support Lending Directors, Relationship Managers and Credit teams.
• Build strong relationships with borrowers and professional partners.
• Input into departmental portfolio overviews and annual credit reviews.
• Contribute to enhancements in systems and reporting (Keystone, Tableau).
• Assist in developing borrower retention strategies for repeat and new business.

About You

Strong experience in property lending or development finance

Excellent relationship‑building skills with borrowers and professional partners

Strong analytical capability and attention to detail

Understanding of residential development finance

Basic understanding of construction (desirable, not essential)

Good awareness of UK property market trends

Ability to travel for site visits

Excellent communication skills

Experience with Phoebus, Keystone or Tableau is beneficial

Benefits

• Competitive remuneration
• Discretionary annual bonus
• Annual pay review
• Private Medical Insurance (Bupa)
• Mental health & wellbeing support via YuLife & Bupa
• 25 days annual leave (increasing with service) + Holiday Buy Scheme
• Cycle to Work Scheme & Green Car Scheme
• Enhanced family leave
• Study support & professional memberships
• Hybrid working (50/50)
• YuLife rewards – lifestyle & retail discounts
• Pension scheme – 8% employer contribution (non‑contributory)
• Interest‑free season ticket loan
• Annual volunteering day & Net Zero employer commitment

About Company

If you’re passionate about development finance, confident in navigating complex property projects, and want to help support the delivery of high‑quality homes across the UK, we’d love to hear from you.