Commercial Finance Broker - Leeds - Aimee Willow Connex : Job Details

The Role:

• We have an exciting opportunity for an experienced Business Development or Relationship Manager from a Commercial Banking, Asset Based (Invoice / Asset Finance) or SME lending background to join our team.

• You will be responsible for origination, appraisal, and execution of loans to growing and innovative SME’s.

You will be expected to:

• Be a self-driven, active member of the team with a genuine passion for working with SMEs to achieve their growth ambitions.
• Build a pipeline of suitable lending opportunities, developing relationships with introducers, and marketing the product to appropriate audiences.
• Carry out evaluation and due diligence on suitable proposals in line with the Funders Lending Policy and Operational Guidelines.
• Present proposals to funders.
• Manage completion matters post approval including completion of loan documentation.
• Work alongside company solicitors and valuers to ensure all security requirements are met.
• Pro-actively manage client portfolio, work with those businesses to achieve growth and monitoring their performance
• Contribute to stakeholder reporting.

Desired Skills & Experience:

• Prior experience in lending to SMEs and client relationship management which includes a strong ability to assess and structure loan propositions on a projection led basis.
• Ability to multi-task and prioritise deadlines to meet customer expectations.
• Good presentation skills & ability to communicate and interact at all levels of management.
• A high level of IT proficiency, particularly on Microsoft Office 365 products.
• A diligent working style and experience using CRM systems to manage & track proposal activities.