Commercial Finance Director

Key Duties and Responsibilities:

Generate new business enquiries, understand funding requirements, assessing opportunity and eligibility and presenting funding proposals on behalf of the company’s clients, to the market.
Assist the client in identifying the most appropriate funding solution, establish the client/lender relationship and manage the application process to completion.
Maintain strong working relationships with the lender panel.
Oversee accurate recording on the lender platform, CRM systems and pipeline, including quotations.
Work to establish the brand’s presence in client and lender markets for the South Yorkshire/North Derbyshire region.
Utilise product and market expertise to build an external pipeline of new target clients.
Build strong relationships with clients and staff, increasing knowledge and understanding of the Commercial Finance offering to leverage cross-selling.
Compliance with all mandatory policies and adherence to operational procedures to maintain internal controls.

Person Specification:

Previous experience in a commercial finance or banking and finance role(s).
Key knowledge of the commercial finance market, products and solutions.
Experience in providing an efficient, friendly and professional point of contact for clients.
Excellent interpersonal and communication skills utilised in a client management and business development setting.
Enthusiastic, proactive, self-motivated to build internal relationships across different service lines.
Confident and articulate with a strong attention to detail.
Excellent time management skills and an ability to prioritise workloads to meet strict deadlines.
Confident in the use of Microsoft Word, Excel and Outlook, along with a good working knowledge of industry software such as back-office systems, platforms and illustration tools.
Finance/banking industry qualifications (desired).