Job Description

The company boasts a unique blend of extensive funding knowledge, an unparalleled network of funders, and the advisory proficiency of an accountancy firm. Their core ethos revolves around comprehensively grasping their clients' requirements and procuring supplementary offerings to empower them in realizing their goals. With a genuine commitment to aiding businesses of varied scales and forms, the company perceives the volume of funding acquired as secondary to the number of clients assisted in securing funding and attaining their aims.    

Roles & Responsibilities:   

• Originate and transform funding applications by leveraging a network of connectors and a panel of established funders. 
• Convert leads provided by the team into viable funding opportunities. 
• Develop a personal network to generate new origination opportunities for commercial Lending. 
• Cultivate relationships with current key funding partners and potential financiers. 
• Effectively communicate with business owners, introducers, and lenders to facilitate smooth transactions. 
• Network proactively to identify and engage new introducers to expand business connections. 
• Accurately input data and ensure the comprehensive updating of all information in the CRM system. 
• Report progress on leads to originators, providing timely and detailed updates. 
• Interpret financial and other pertinent data to appropriately structure and present funding deals. 
• Maintain up-to-date knowledge of lenders and their specific criteria on a regular basis. 

Expectations & Requirements:   

• Excellent organizational skills, adept at coordinating tasks and monitoring performance against objectives and deadlines. 
• Strong communication abilities, both in face-to-face interactions and over the telephone. 
• Outstanding interpersonal skills, with a talent for building and nurturing relationships. 
• Proficiency in Microsoft Office suite. 

Desirable: 

• 2 years experience within the Financial Services Sector. 
• Experience in Business-to-Business sales.
• Efficiently coordinates work and monitors personal performance against set objectives and deadlines. 
• Clearly articulates messages, actively listens to others, and engages people effectively. 
• Anticipates obstacles and risks, taking appropriate actions. Prioritizes tasks and adeptly manages multiple priorities. 
• Offers guidance and asks questions to steer individuals in the right direction.