Portfolio Manager / Chartered Surveyor - #2195816

About Us

CrowdProperty is an FCA-regulated specialist property finance company, supporting SME developers to deliver residential projects across England and Wales. We provide tailored development finance from £250,000 to £10 million, funding everything from light refurbishment schemes to complex ground-up developments, conversions and airspace projects. By combining institutional capital with retail investment through our platform, we enable developers to access flexible funding solutions while playing an essential role in tackling the UK housing deficit.

Property development experience sits at the heart of our business. We understand the challenges developers face because many of us have direct experience of the industry ourselves. That practical expertise, combined with technology-enabled processes and a commitment to innovation, allows us to deliver an intelligent, relationship-led service to developers, brokers and investors alike. We foster a supportive and collaborative environment where people are encouraged to bring new ideas, develop their expertise and make a meaningful contribution to our continued growth and success.

About the Role 

You will take day-to-day responsibility for monitoring a portfolio of development loans from initial drawdown through to practical completion. Working closely with monitoring surveyors, valuers, borrowers and internal stakeholders, you will help ensure projects remain on track, applying your property and construction knowledge to identify and manage risks throughout the development lifecycle.

The role will involve reviewing monitoring reports, conducting site visits, assessing drawdown requests and escalating matters requiring further review or approval. You will maintain regular contact with borrowers and professional advisers, monitor project performance against approved budgets and programmes, and support the ongoing management of portfolio risk. You will foster strong borrower relationships and encourage repeat business opportunities where possible.

Additionally, you will be responsible for providing regular updates to the wider team ensuring both institutional and retail investor reporting remains accurate, timely and reflective of project performance.

This role provides a unique opportunity to combine technical project monitoring, construction risk assessment and relationship management, supported by a dynamic and forward-thinking team of experienced professionals in the property finance sector.

Key Duties, Responsibilities & Tasks

• Managing a portfolio of development loans from initial drawdown through to practical completion, ensuring accurate records and ongoing monitoring of performance. 
• Conducting regular site visits to development projects, maintaining strong working relationships with developers and monitoring progress against approved plans and budgets. 
• Reviewing Monitoring Surveyor reports, identifying key risks, changes to project performance and drawdown requirements. 
• Processing and preparing drawdown recommendations in line with internal procedures, obtaining the required approvals before funds are released. 
• Liaising with developers, monitoring surveyors, valuers and other stakeholders to support the smooth administration of development facilities. 
• Apply a strong understanding of the construction and development process to monitor project progress, identify emerging risks and escalate concerns, delays or cost overruns where appropriate. 
• Ensuring all lending conditions, approvals and security requirements have been satisfied prior to drawdowns being processed. 
• Supporting the management of underperforming projects by assisting with information gathering, reporting and stakeholder communication. 
• Providing a high standard of service to developers and professional partners while maintaining accurate, timely and professional communication.  
• Providing support to the Lending Team by offering guidance as required as part of the underwriting process.  

About you

• MRICS Surveyor, or at least 3+ years’ experience in development finance, including portfolio management.
• Good understanding of the development and construction process, with the ability to monitor project progress and identify potential risks.
• Ability to review and interpret professional reports, including monitoring surveyor reports, valuations and project updates.
• Demonstrated ability to present complex information to board-level and credit committees.  
• Strong organisational skills with the ability to manage multiple projects and competing priorities effectively.
• High attention to detail and a methodical approach to record keeping, analysis and reporting.
• Sound commercial awareness and an analytical approach to problem solving and risk assessment.
• Strong written and verbal communication skills, with the confidence to build effective relationships with borrowers, brokers and external professionals.
• Proficient in Microsoft Office, particularly Excel, Word and Outlook.
• Professional, reliable and customer-focused, with a commitment to maintaining high standards of integrity and service.

Pay: £32,000- £42,000 DOE

Hours: 37.5 per week 

Location: Office in Edgbaston, Birmingham. Due to the travel requirements of the role, however, applicants must be able to travel extensively throughout the UK, including regular site visits and overnight stays where required, therefore a full UK driving licence and access to a vehicle is essential.

Employee Benefits

• 25 days annual leave allowance rising to 27 days after 2 years. 
• Holiday purchase scheme – up to 5 days each year.
• Company pension matching up to 5%.
• Access to an employee discounts and rewards platform.
• Professional membership fees paid (where applicable).
• Cycle to Work Scheme.
• Life Insurance at 3x salary.
• 24/7 Employee Assistance Programme. 
• Enhanced family-friendly leave and pay.
• Parking season ticket & excellent transport links.
• Casual dress code.
• Hybrid working as standard – 3 days in the office or on site and 2 days flexible

Equal Opportunities

We are an equal opportunities employer. We are committed to equality of opportunity and to providing a service and following practices which are free from unfair and unlawful discrimination. We aim to ensure that no person receives less favourable treatment on the grounds of age, disability, gender reassignment, marriage and civil partnership, pregnancy or maternity, race, religion or belief, sex or sexual orientation, or is disadvantaged by conditions or requirements which cannot be shown to be relevant to performance.  

How to apply 

To apply for this role, please send a copy of your CV via LinkedIn. If you have any questions in relation to this advert, please contact Laurie Price (Business Operations Manager) at [email protected]

Please note: We do not accept speculative CVs from recruiters or agencies. Any unsolicited CVs submitted in relation to this vacancy, whether directly or via employees of the company, will not be considered an introduction and no fee will be payable.

The closing date for applications is flexible and will be determined based on the volume and quality of applications received. We encourage interested individuals to submit their applications promptly as the position may close earlier than anticipated.