Commercial Finance Broker – Leeds

Broker
Leeds – West Yorkshire

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.