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Date Added: Wed 01/01/2025

Commercial Finance Broker - Leeds

Leeds, UK
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Company: AIMEE WILLOW CONNEX

Job Type: Permanent, FullTime

Salary: £40,000 - £60,000 per annum

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.
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