Our Purpose:
- We provide business owners access to various forms of funding in the marketplace. Typical products are business loans, invoice finance, asset finance, asset-based lending, trade finance & working capital.
Role Purpose:
- To consult with business owners and funding partners to provide funding solutions for clients and revenue.
Role Objectives:
- Originate and convert funding applications through a network of introducers and panel of well-established funders.
- Convert leads provided by the business.
- Develop own network to bring in own originations.
- Build relationships with existing key funding partners and potential funders.
- Communicate effectively with business owners, introducers and lenders.
- Network to develop own introducers.
- Inputting data accurately and ensuring all data is updated on the CRM system.
- Reporting progress of leads to originators.
- Interpretation of financial and other data to package deals correctly.
- Ensuring knowledge of lenders is updated on a regular basis.
Knowledge/Skills/Experience Required
Essential:
- Excellent organisational skills.
- Strong communicator both face-to-face and over the telephone.
- Excellent interpersonal and relationship building skills.
- Microsoft Office.
Desirable:
- 2 years’ experience within Financial Services Sector.
- Business to Business sales.