Proposal Review Analyst – Asset Finance – Surrey (Hybrid –...

An exciting opportunity has arisen for an experienced Proposal Review Analyst to join a well-established and growing organisation within the Asset Finance sector. This role sits within an independent function positioned between Sales and Risk, working collaboratively with both teams to manage the full proposal lifecycle, from receipt of application through to funding payout, while maintaining a strong and robust risk culture.

The successful candidate will play a pivotal role in optimising deal flow, improving response times to vendors and customers, and ensuring seamless risk management across both credit and introducer applications. The team manages the full proposal and vendor application process, covering credit applications, introducer reviews, and vendor programme approvals. Working closely with Sales and Risk, you will ensure proposals are thoroughly reviewed, appropriately structured, and aligned with policy and risk appetite.

Key responsibilities include:

• Taking ownership of the end-to-end deal and vendor application process, reviewing lending proposals received from Vendors/Sales and preparing comprehensive submissions to the Risk function within agreed SLAs.
• Working collaboratively with Sales Managers to ensure proposals are complete, accurately structured, appropriately priced, and within policy and appetite.
• Engaging with Risk teams (both UK-based and international stakeholders where applicable) to facilitate efficient credit approvals.
• Reviewing deal pipelines with Sales to proactively address risk appetite considerations prior to formal submission.
• Demonstrating high levels of diligence and accuracy when collating exposure data, limits, and supporting documentation.
• Ensuring Risk conditions and documentation are prepared in line with approval requirements ahead of payout.
• Coordinating input from internal departments including Asset Management, Legal, and Collections to ensure well-rounded proposal support.
• Supporting the onboarding of new introducers and reviewing requests for vendor programme limit increases.
• Contributing to reporting and portfolio monitoring requirements.
• Identifying and proposing process improvements to optimise deal flow and enhance customer service.
• Working closely with senior stakeholders to continuously refine and strengthen the proposal review framework.

To succeed in this role, you will bring a strong blend of credit expertise, commercial awareness, and stakeholder management skills.

You will ideally have:

• 3–5 years’ experience within Asset Finance credit and/or sales functions.
• Strong organisational skills with the ability to work under pressure and meet service level deadlines.
• Clear and concise written and verbal communication skills.
• Good Microsoft Excel and Word skills, including report preparation and data manipulation.
• A proactive, professional and collaborative approach.

This is a fantastic opportunity for an experienced Asset Finance professional seeking a role that combines commercial engagement with robust risk oversight, within a business that values partnership, efficiency, and continuous improvement.