Commercial Finance Broker- Leeds

Aimee Willow Connex Limited; West Yorkshire; On-site; GBP 50,000 - 70,000; Full time

Job summary

Aimee Willow Connex Limited is seeking an experienced Business Development/Relationship Manager with a background in Commercial Banking, Asset Based lending, or SME lending to drive SME growth. You will build partnerships, evaluate proposals, and present to funders, while coordinating security with solicitors and valuers.

Key responsibilities include pipeline development, due diligence, client portfolio growth, and stakeholder reporting. Proficiency in CRM and MS Office is essential.

Qualifications

• Experience lending to SMEs and managing client relationships.

Responsibilities

• Build a pipeline of lending opportunities and nurture introducer relationships.

Skills

SME lending

Relationship management

Loan proposition

Due diligence

CRM systems

MS Office 365

Presentation skills

Multi-tasking

Stakeholder reporting

Tools

CRM systems

Microsoft Office 365

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 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.