Purpose of Job To assist clients to purchase, expand or re-finance their business(es) by arranging commercial mortgages and at all times treating our customers fairly.
Main Duties To maintain up to date market knowledge to enable the identification of appropriate solutions for customers To source and present facilities to clients To work to fulfil both the Christie Finance, and individual, business development plan.
To generate business from the Christie & Co database of registered business purchasers and existing operators To create close working relationships with Christie & Co colleagues to maximise referral opportunities and reciprocal business To maintain ongoing contact with prospective clients (both internal and external) to ensure Christie Finance is foremost in their minds for any business finance opportunity To prepare and submit quality applications for finance on behalf of clients To identify and develop relationships with active lending institutions To plan, manage and execute several ongoing assignments at any one time whilst ensuring that tight deadlines are met To operate in line with FCA Guidelines To maintain professional expertise through course attendance, reading of financial journals, and further training in line with but not limited to CF CPD requirements To understand what Treating Customers Fairly means in regard to Christie Finance and embed this fully within the work.
General Responsibilities To present and promote Christie Finance as a professional organisation with the highest standards of excellence and client care To contribute to the development of Christie Finance's corporate image and perception as a whole by demonstrating quality, consistency and reliability To comply with company policies regarding Equal opportunities, Health and safety, Data protection and Environmental impact.
To fulfil any other duties as may be reasonably expected.
Working Relationships & Contacts Clients - Purchasers and Operators Bank representatives Christie Finance colleagues Christie & Co employees Christie Group employees Person Specification Able to develop strong reciprocal working relationships Sales and service orientation Detail conscious Analytical Self motivated Driven and energetic Determined and resilient Honest and trustworthy Critical thinking and problem solving Organised and planned Calm considered approach when handling diverse demands A team player Interpersonal skills Communication skills - listens carefully and gives feedback Experience & Qualifications 2 years+ professional experience in sales within property or finance Degree level education or equivalent Excellent English writing and presentation skills Computer literacy - MS Word, Excel and PowerPoint Industry Awareness - regulations (TCF, money laundering, FCA etc.)
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