Direct Asset Finance Specialist
Core
Deliver professional relationship management and asset finance services to established SMEs, acting as the first point of contact for inbound enquiries while originating new business through cold outreach and networking.
Role type
Asset Finance Specialist (Relationship Management & Origination)
Builds
Asset Finance lending products for established SMEs
Domain
Banking / Asset Finance / SME Lending
Deliverable
client delivery
Required skills
relationship management, business development, cold outreach, credit application structuring, financial statement analysis, CRM proficiency, early warning indicator management
Preferred skills
proven introducer (non-broker) relationships, knowledge of SME business models
Technologies
CRM systems
Responsibilities
Manage a portfolio of Asset Finance customers to meet income targets; handle inbound calls and resolve customer issues; originate new business via cold outreach and networking; provide support to Relationship Managers; execute targeted marketing campaigns; manage credit conversations and early warning indicators; report key business indicators.
Seniority
Individual Contributor, mid-level