At a Glance
- Tasks: Conduct site visits to assess potential borrowers and make lending decisions.
- Company: Dynamic financial services company with a focus on growth and innovation.
- Benefits: Monthly car allowance, competitive salary, and opportunities for professional development.
- Other info: Fast-paced environment with opportunities for career advancement.
- Why this job: Join a team where your decisions directly impact businesses and their success.
- Qualifications: Strong understanding of commercial lending and excellent communication skills required.
The predicted salary is between 29700 - 36300 £ per year.
Working the Windsor office and conducting site visits across England and Wales
Overview
- You will be conducting site visits to potential borrowers at their place of business to assess if we are proceeding to a lending decision.
- You will be assessing director behaviour, business sector and collating any further documentation required to determine your final lending decision.
- You will be looking at the risks involved with the business and put these factors towards the lending decision.
- The information that is gathered at the underwriting stage will also support you to conduct the visit.
- You will be required to present the site visit findings to the Loan Sales Manager along with your business decision as to whether we should approve the lending decision.
- You will be required to build a business relationship with the director(s) you meet during your site visits to enable a solid line of communication.
You be required to make contact directly with the director(s) to confirm, re-arrange and ensure that the director has all necessary documents and proof prepared for their visit.
- A strong understanding of commercial lending, risk assessment and financial analysis is required.
- Absolute professionalism whilst representing the company is essential.
- Strong time management is vital in this role.
- Role Responsibilities
- Support the underwriting team by underwriting cases when you are not out on the road.
- Maintain an understanding of and comply with all relevant lending regulations, including those from financial regulatory bodies and internal lending policies.
- Upon completion of the site visit, ensure you carry out a post visit meeting with the Loan Sales Manager, at this stage you must ensure you raise any red flags/ concerns regarding the business we are considering lending to.
- Evaluate creditworthiness and risks of loan applicants by analysing financial data including income, financial statements, and collateral when underwriting cases.
- Provide excellent customer service by promptly responding to questions and concerns from loan applicants, explaining the loan application process, and communicating decisions effectively.
- Keep yourself updated on loan products, underwriting standards, and collections procedures.
- Ensure all documentation and ID Verification checks are prepared and completed to a satisfactory standard before submitting the case to the lending department.
- Be able to operate with proficiency CRM systems and keep accurate notes and documentation.
- Make it your responsibility to know your customers.
Requirements
- Use of own car as you will be required to drive to our customers (monthly car allowance).
- Confident, friendly and a professional manner is required at all times as you will representing the company when onsite visits.
- Excellent interpersonal and communication skills.
- Excellent analytical and decision-making abilities.
- Knowledge of loan compliance and regulatory standards.
- #J-18808-Ljbffr
Business Development Executive in Windsor employer: Connect Recruitment Consultants
Connect Recruitment Consultants is an excellent employer, offering a supportive work culture that prioritises employee growth and development. Located in Slough, the company provides unique opportunities for career advancement while fostering a collaborative environment where every team member's contributions are valued. With a commitment to excellence in customer service, employees can take pride in making a meaningful impact on the brand and its customers.
Contact Details:
Connect Recruitment Consultants Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Executive in Windsor
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Connect Recruitment Consultants. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Business Development Executive in Windsor
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Connect Recruitment Consultants.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Connect Recruitment Consultants's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Connect Recruitment Consultants
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Connect Recruitment Consultants.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Connect Recruitment Consultants will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Connect Recruitment Consultants employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
