Bridging and Commercial Advisor

An opportunity has arisen to work for this Financial Services organisation that specialise in supporting Independent Mortgage Brokers with their In-house Mortgage Desk for complex and packaged cases. As a fast-growing and dynamic business, they offer significant development opportunities, an entrepreneurial environment, and a platform for building a varied and rewarding career.

Overview of the Role

As a Bridging and Commercial Advisor, you will be responsible for providing expert advice and tailored finance solutions to clients seeking bridging and commercial loans. This role involves understanding client requirements, sourcing suitable financial products, and managing the advisory process from initial enquiry to completion. You will collaborate closely with brokers, clients, and lenders to deliver effective funding strategies. The role is suited to an experienced finance professional with a comprehensive understanding of commercial lending, bridging finance, and property investment.

Key Responsibilities

• Assess client needs and recommend suitable bridging and commercial finance products.
• Provide detailed explanations of lending options, terms, and conditions.
• Prepare and submit Decisions in Principle (DIPs) and full applications to lenders.
• Liaise with clients, brokers, and lenders to gather required documentation and ensure smooth processing.
• Analyse and present lending solutions for complex or non-standard cases.
• Negotiate terms with lenders and communicate effectively to secure favourable outcomes for clients.
• Collaborate with legal teams and underwriters to ensure compliance and timely completion.
• Maintain a comprehensive knowledge of market trends, lender criteria, and new financial products.
• Provide regular updates to clients and stakeholders, ensuring exceptional service standards.

Additional Expectations

• Prioritise client communication and deliver timely responses to enquiries.
• Stay informed of industry regulations and maintain compliance with all relevant guidelines.
• Track and manage your portfolio of cases using the company's case management system.
• Develop and maintain strong professional relationships with clients and key partners.

This position demands a motivated, solutions-oriented individual with excellent analytical, negotiation, and interpersonal skills, capable of delivering a high level of service in a fast-paced environment. Interested? Apply now!