Relationship Manager

Leeds - Garforth

Hybrid Working

Salary: £35k OTE £55K

The Relationship Manager will be acting as a point of contact for our appointed representative network, dealing with enquiries and packaging and structuring 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.

Responsibilities include

• Structuring and executing lending transactions for asset finance, property 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 network through upskilling of the introducers on deal structuring
• Sourcing direct deals to be worked in-house

Requirements

• A minimum of 2 years experience working in a banking or brokerage environment
• Credit Analysis skills
• Excellent customer service skills
• Previous experience of managing a client portfolio
• 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