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Commercial finance account manager

Matlock
Permanent
Kirkland Associates
Account manager
Posted: 2 March
Offer description

Job Description

My client are seeking a commercially astute and relationship-driven finance professional who brings integrity, clarity, and energy to every client interaction. This role is ideal for someone who thrives on influencing outcomes, cultivating strategic partnerships, and generating new business opportunities.
With strong market insight and a results-focused mindset, you will play a pivotal role in delivering tailored funding solutions while contributing to the continued growth and success of the business.

Key Responsibilities
1. Structure and arrange finance solutions for commercial property acquisitions, development projects, and bridging facilities.
2. Advise clients on a broad range of funding options, including invoice finance, asset finance, and other commercial lending products.
3. Develop and maintain strong relationships with clients, lenders, introducers, and professional partners to drive business growth.
4. Proactively generate new lending opportunities through established and new introducer networks.
5. Assess funding applications, compile supporting documentation, and package proposals for submission to lenders.
6. Engage with lenders to secure Agreements in Principle and fully underwritten offers.
7. Prepare and present bespoke finance proposals, negotiate commercial terms, and liaise with underwriters to obtain approvals.
8. Ensure full regulatory compliance, maintaining accurate and comprehensive records within CRM systems.
9. Manage transactions through to completion, delivering a seamless and positive client experience.
10. Stay informed on market developments, lender criteria, and emerging finance products to provide knowledgeable and strategic advice.
Skills & Experience
11. Minimum of three years’ experience in commercial finance brokerage or a comparable role.
12. Working knowledge of invoice finance, asset finance, and wider business funding solutions.
13. Strong negotiation and communication skills, with the ability to manage complex transactions confidently.
14. Sound understanding of regulatory and compliance requirements within commercial finance.
15. Ability to work autonomously while managing multiple live transactions simultaneously.
16. Highly motivated, resilient, and driven, with a proven ability to overcome challenges and close deals.
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