Commercial Finance Consultant

We are recruiting for a national firm of specialist finance brokers, working with an established business brand, supporting clients to purchase, expand or refinance their business(es) by arranging commercial mortgages & business funding.

This company is well established, well regarded in the sector, has premium brand value and operates in a Quality rather than Quantity space. Longstanding tenure of employees, generous pay and bonus schemes alongside a supportive culture makes this a great opportunity for a driven and motivated Commercial Finance professional.

This role is a relationship based, consultative commercial finance role, working within a team of people who are supportive and focused to fulfill the business and commercial development plan. Knowledge of working with 'going concerns' is essential for this role. The business sector that this role specialises in is Medical SMEs such as Pharmacies, Medical Centres, Dental clinics etc. Experience of funding loans, commercial mortgages or investment in these sectors is preferred.

This position is a regional position, mainly covering the Birmingham and Midlands area , and has an office base in Birmingham - which the successful candidate would be based out of at least 1-2 days per week.

Key responsibilities include managing a current pipeline, and working to lead generate from the existing business connections associated with the business. (sister company)

It is essential that the candidates have previous commercial/business mortgage experience in order to be able to 'hit the ground running'

Main Duties of the Finance Broker/Commercial Mortgage Consultant role

· To maintain up to date market knowledge to enable the identification of appropriate solutions for customers

· To source and present facilities to clients

· To work to fulfil both the company, and individual, business development plan.

· To generate business from the company database of registered business purchasers and existing operators

· To create close working relationships with business colleagues to maximise referral opportunities and reciprocal business

· To maintain ongoing contact with prospective clients (both internal and external) to ensure the company is foremost in their minds for any business finance opportunity

· To prepare and submit quality applications for finance on behalf of clients

· To identify and develop relationships with active lending institutions

· To plan, manage and execute several ongoing assignments at any one time whilst ensuring that tight deadlines are met

· To operate in line with FCA Guidelines

· To maintain professional expertise through course attendance, reading of financial journals, and further training in line with but not limited to CF CPD requirements

· To understand what Treating Customers Fairly means in regard to company policy and embed this fully within the work.

General Responsibilities

· To present and promote the finance company as a professional organisation with the highest standards of excellence and client care

· To contribute to the development of the company corporate image and perception as a whole by demonstrating quality, consistency and reliability

· To comply with company policies regarding Equal opportunities, Health and safety, Data protection and Environmental impact.

· To fulfil any other duties as may be reasonably expected.

Working Relationships & Contacts

· Clients - Purchasers and Operators

· Bank representatives

· Ccompany Finance colleagues

· Company employees

· Group Company employees

Person Specification

· Able to develop strong reciprocal working relationships

· Sales and service orientation

· Detail conscious

· Analytical

· Self motivated

· Driven and energetic

· Determined and resilient

· Honest and trustworthy

· Critical thinking and problem solving

· Organised and planned

· Calm considered approach when handling diverse demands

· A team player

· Interpersonal skills

· Communication skills - listens carefully and gives feedback

What are we looking for?

· 2 years+ professional experience in sales within commerical property or finance

· Degree level education or equivalent

· Excellent English writing and presentation skills

· Computer literacy - MS Word, Excel and PowerPoint

· Industry Awareness - regulations (TCF, money laundering, FCA etc.)

To apply for this role, please contact our recruitment partner Lydia at CRS Recruitment