Partner Funding Advisor

My client is a leading player within the SME lending landscape. They hold a significant market share operating since 2018 with an innovative flexible solution which caters to SME businesses across the UK.

Since 2018, they have built an industry leading C-Suite team leading them to several industry awards and a loyal and growing customer base.

My client is a significant part of the growth in embedded finance across the UK. They currently work with large payment & tech processors who want to offer finance as an additional service to their SME customers.

We are now creating a brand new team to focus on leads being produced by one large scale partner who hold over 25% of lending introductions. Brilliant opportunity to join at a pivotal growth point with progression opportunities to manage satellite office / be crucial part of forming the partnership and along the way earn brilliant comms!

As the Partner Funding Advisor your responsibilities and duties will include:

• Follow up on all warm qualified leads provided by the my clients top partner
• Liaising directly with the key stakeholders within the partner to educate them on lending appetite, documents required & process to ensure top quality leads are passed over
• Proactively working on all warm leads provided in a timely manner - ensuring all documentation is in place for a funding decision to be made
• Directly liaising with the business customers to qualify their lending needs & share positive lending offers
• Work cross collaboratively with credit & renewals internally to ensure a quick and smooth customer journey
• This is a new team so would love a proactive individual who can bring new ideas / process and policies to improve deal cycle

You will be targeted on the conversion of leads passed across - They are high quality leads with a current conversion of 40% and with a team being built specifically for this product they are hoping to increase to 55%

Essential Skills and Competenciesof thePartner Funding Advisor

• We are looking for a well-spoken, enthusiastic and motivated individual, who enjoys speaking with clients and fulfilling their funding needs.
• Ideally a candidate with a University degree
• 2+ yrs sales experience within the financial services sector
• Ability to work autonomously & be proactive to create revenue
• Background or interest in commercial lending
• Happy to work on a phone based approach - 20 calls + a day
• Good relationship building skills

For more information please apply now!