Intercom is the AI Customer Service company on a mission to help businesses provide incredible customer experiences. Our AI agent Fin, the…
Relationship Manager
Skills & Technologies
Job Description
Relationship Manager
Leeds - Garforth
Hybrid Working
Salary: £35k OTE £55K
The Relationship Manager will be acting as a point of contact for our appointed representative network, dealing with enquiries and packaging and structuring opportunities to present to our lender panel. From obtaining approval, the Relationship Manager will be responsible for managing the deal through to drawdown, liaising with the client, the AR and the lender.
Responsibilities include
Structuring and executing lending transactions for asset finance, property finance and unsecured loan business
Answering general enquiries from our appointed representative network
Regular dialogue with lender panel to develop and cultivate relationships
Regular internal meetings to refine and enhance product knowledge
Managing own pipeline of enquiry and lending cases
Attending internal operational forums
Support the network through upskilling of the introducers on deal structuring
Sourcing direct deals to be worked in-house
Requirements
A minimum of 2 years experience working in a banking or brokerage environment
Credit Analysis skills
Excellent customer service skills
Previous experience of managing a client portfolio
Experience of using a CRM system to manage a deal pipeline
Strong organisational skills
Working knowledge of the unsecured loan market (for ltd companies)
Ability to work to targets
Ability to work under pressure
Desirable
Existing network of 3rd party introducers / suppliers
Demonstrable experience of utilising a network to create and manage a commercial finance deal pipeline
Company & Role Analysis
JobSeeker+Neutral 2–4 sentence summary of what working at this company is like, drawn from public reviews and press coverage. Tone, collaboration style, pace, benefits highlights.
Similar roles
See moreRelationship Manager Invoice Finance (North) Hybrid Working £40k-£55k Salary dependant on experience Role Overview The primary respo…
Datalaw is a legal training and education provider, As part of our growth, we are seeking a confident and proactive National Client Relation…
Our client is a leading Invoice Finance lender currently in growth phase. They are a highly commercial business with a can-do attitude and h…
Relationship Manager
Reports To Group Chief Commercial Officer Location Thorpe Park, Leeds 15 (some travel to partner meetings and event) Hours of Work 37.5 per…
Client Management To develop, agree and implement client account plans, working closely with other departments within IS and the rest of STT…