Overview:
In line with expansion, the business is looking to appoint a Relationship Manager to join the Operations team in our Selby office. The Relationship Manager will be acting as a point of contact for our appointed representative network, dealing with enquiries and packaging and structuring asset finance opportunities to present to our lender panel. From obtaining approval, the Relationship Manager will be responsible for managing the deal through to drawdown, liaising with the client, the AR and the lender.
Requirements:
A minimum of 2 years' asset finance experience working in a banking or brokerage environment. Credit Analysis skills. Excellent customer service skills. Previous experience of managing a client base or placing asset finance business. Experience of using a CRM system to manage a deal pipeline. Strong organisational skills. Working knowledge of the unsecured loan market (for ltd companies). Ability to work to targets. Ability to work under pressure.
Desirable:
Existing network of 3rd party introducers / suppliers. Demonstrable experience of utilising a network to create and manage a commercial finance deal pipeline.
Responsibilities include:
Structuring and executing lending transactions for asset finance and unsecured loan business. Answering general enquiries from our appointed representative network. Regular dialogue with lender panel to develop and cultivate relationships. Regular internal meetings to refine and enhance product knowledge. Managing own pipeline of enquiry and lending cases. Attending internal operational forums. Support the Brokerplan network through upskilling of the introducers on deal structuring. Sourcing direct deals to be worked in-house.
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In line with expansion, the business is looking to appoint a Relationship Manager to join the Operations team in our Selby office. The Relationship Manager will be acting as a point of contact for our appointed representative network, dealing with enquiries and packaging and structuring asset finance opportunities to present to our lender panel. From obtaining approval, the Relationship Manager will be responsible for managing the deal through to drawdown, liaising with the client, the AR and the lender.
Requirements:
A minimum of 2 years' asset finance experience working in a banking or brokerage environment. Credit Analysis skills. Excellent customer service skills. Previous experience of managing a client base or placing asset finance business. Experience of using a CRM system to manage a deal pipeline. Strong organisational skills. Working knowledge of the unsecured loan market (for ltd companies). Ability to work to targets. Ability to work under pressure.
Desirable:
Existing network of 3rd party introducers / suppliers. Demonstrable experience of utilising a network to create and manage a commercial finance deal pipeline.
Responsibilities include:
Structuring and executing lending transactions for asset finance and unsecured loan business. Answering general enquiries from our appointed representative network. Regular dialogue with lender panel to develop and cultivate relationships. Regular internal meetings to refine and enhance product knowledge. Managing own pipeline of enquiry and lending cases. Attending internal operational forums. Support the Brokerplan network through upskilling of the introducers on deal structuring. Sourcing direct deals to be worked in-house.
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