Commercial Mortgage 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.

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.

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

Manage a current pipeline, and work to lead generate from the existing business connections associated with the business.

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