Proposal Review Analyst

JAMES GEORGE RECRUITMENT LIMITED; Greater London; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid working (2 days office / 3 days

Performance bonus

Comprehensive benefits package

Career development potential

Job summary

JAMES GEORGE RECRUITMENT LIMITED is seeking an experienced Proposal Review Analyst in Greater London. The role sits between Sales and Risk, reviewing end-to-end proposals from Vendors and Sales, ensuring thoroughness, policy alignment and robust risk controls.

You will work with UK and international Risk stakeholders, optimize deal flow, and support introducers while contributing to portfolio reporting. Hybrid working model offered.

Qualifications

• 35 years experience within Asset Finance credit and/or sales functions.
• Experience analysing financial statements across industries.
• Experience managing proposals within a Sales channel environment.
• Proficient in Excel and Word for reports.

Responsibilities

• Review end-to-end deal and vendor applications within SLAs.
• Collaborate with Sales Managers on pricing and policy alignment.
• Coordinate with Risk teams to obtain approvals.
• Analyse deal pipelines to address risk appetite concerns.
• Prepare supporting documentation for payout.
• Identify process improvements to optimise deal flow.

Skills

Credit analysis

Asset Finance

Stakeholder management

Deal structuring

Risk awareness

Analytical skills

Financial statement analysis

Tools

Excel

Word

Job description

An exciting opportunity has arisen for an experienced Proposal Review Analyst to join a well‑established and growing organisation within the Asset Finance sector.

This role sits within an independent function positioned between Sales and Risk, working collaboratively with both teams to manage the full proposal lifecycle, from receipt of application through to funding payout, while maintaining a strong and robust risk culture.

The successful candidate will play a pivotal role in optimising deal flow, improving response times to vendors and customers, and ensuring seamless risk management across both credit and introducer applications.

The team manages the full proposal and vendor application process, covering credit applications, introducer reviews, and vendor programme approvals. Working closely with Sales and Risk, you will ensure proposals are thoroughly reviewed, appropriately structured, and aligned with policy and risk appetite.

Key responsibilities include:

• Taking ownership of the end‑to‑end deal and vendor application process, reviewing lending proposals received from Vendors/Sales and preparing comprehensive submissions to the Risk function within agreed SLAs
• Working collaboratively with Sales Managers to ensure proposals are complete, accurately structured, appropriately priced, and within policy and appetite
• Engaging with Risk teams (both UK‑based and international stakeholders where applicable) to facilitate efficient credit approvals
• Reviewing deal pipelines with Sales to proactively address risk appetite considerations prior to formal submission
• Demonstrating high levels of diligence and accuracy when collating exposure data, limits, and supporting documentation
• Ensuring Risk conditions and documentation are prepared in line with approval requirements ahead of payout
• Coordinating input from internal departments including Asset Management, Legal, and Collections to ensure well rounded proposal support
• Supporting the onboarding of new introducers and reviewing requests for vendor programme limit increases
• Contributing to reporting and portfolio monitoring requirements
• Identifying and proposing process improvements to optimise deal flow and enhance customer service
• Working closely with senior stakeholders to continuously refine and strengthen the proposal review framework

To succeed in this role, you will bring a strong blend of credit expertise, commercial awareness, and stakeholder management skills.

You will ideally have:

• 35 years experience within Asset Finance credit and/or sales functions
• Strong experience analysing and interpreting financial statements across a range of industries
• Experience managing proposals within a Sales channel environment
• Confidence analysing both secured and unsecured mid‑ticket transactions
• Exposure to structured lending and cashflow‑based transactions
• Strong understanding of asset finance products and funding structures
• Excellent analytical skills combined with commercial judgement
• The ability to build effective working relationships with Sales Account/Relationship Managers and Risk Managers
• Strong organisational skills with the ability to work under pressure and meet service level deadlines
• Clear and concise written and verbal communication skills
• Good Microsoft Excel and Word skills, including report preparation and data manipulation
• A proactive, professional and collaborative approach

Whats on Offer

• Competitive basic salary
• Performance‑related bonus
• Hybrid working (2 days office / 3 days home)
• Comprehensive benefits package
• A collaborative, professional environment with strong career development potential

This is a fantastic opportunity for an experienced Asset Finance professional seeking a role that combines commercial engagement with robust risk oversight, within a business that values partnership, efficiency, and continuous improvement.

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