Aimee Willow Connex Ltd
Commercial Finance Broker - Leeds
Job Location
Churwell, United Kingdom
Job Description
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
Location: Churwell, GB
Posted Date: 11/4/2024
* 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
Location: Churwell, GB
Posted Date: 11/4/2024
Contact Information
Contact | Human Resources Aimee Willow Connex Ltd |
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