Asset Finance Consultant
Core
Deliver Commercial Asset Finance (CAF) solutions to a defined client portfolio, driving revenue growth, client expansion, and sustainable portfolio growth within a specific geographical area.
Role type
Senior IC commercial asset finance consultant
Builds
Commercial Asset Finance lending products and credit solutions
Domain
Banking / Commercial Finance
Required skills
Relationship management, sales acquisition, pricing negotiation, portfolio balance sheet management, cross-selling, risk assessment, credit analysis, regulatory compliance, financial statement analysis, industry knowledge
Preferred skills
Complex credit structuring, mentoring, market intelligence gathering
Technologies
CRM systems, financial modeling tools
Responsibilities
Develop and retain a portfolio of CAF clients by building strong relationships; Target and acquire new business; Review and negotiate new pricing with clients; Manage portfolio balance sheet and income statement to deliver production targets; Drive growth by improving cross-sell ratio and increasing market share; Manage portfolio of clients from a business and risk perspective; Analyze and balance credit risk with client capabilities; Co-manage high-risk customer accounts; Address client complaints and ensure service concerns are resolved; Analyze client information to produce reports identifying trends and risks; Mentor junior team members.
Seniority
Senior, hands-on IC