Description:
This role provides a structured development pathway for individuals aspiring to become BDDs, offering hands-on experience in credit analysis, deal structuring, and stakeholder engagement, while working on complex, high-value transactions within the middle-ticket market (ranging from £500k-5M).
BDAs will work closely with BDDs to triage broker proposals, prepare credit submissions, and manage the administrative and operational aspects of transactions. The role is ideal for a commercially aware individual with strong organisational skills, a keen interest in asset finance, and a desire to grow into a senior client-facing role.
RESPONSIBILITIES:
- Triage and assess incoming broker proposals for completeness and suitability.
- Gather additional information from brokers and clients to support proposal evaluation.
- Liaise with the sales support team to obtain exposure data, financials, and other supporting materials.
- Create and maintain Salesforce credit proposals, ensuring accuracy and completeness.
- Upload relevant documentation to Salesforce and maintain digital records.
- Support BDDs in structuring and progressing less complex finance transactions.
- Manage revolving credit and stage payment drawdowns in coordination with internal teams.
- Attend customer and broker meetings alongside BDDs where appropriate.
- Review finance documentation and coordinate dispatch to brokers.
- Prepare deal sheets and assist in documentation processes.
- Conduct asset inspections and report findings.
- Liaise with Broker Solutions to identify and onboard new Specialist Finance broker opportunities.
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE / ARE:
- Experience within the Asset Finance industry
- Strong financial acumen
- High attention to detail and accuracy.
- Strong organisational and administrative skills.
- Excellent written and verbal communication.
- Proactive and self-motivated with a willingness to learn.
- Comfortable working independently and as part of a team.
- Competent in Microsoft Office and CRM systems (e.g., Salesforce)
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
- Have sales / business development experience
- Have experience working with brokers or third-party introducers.
- Are familiar with credit processes and financial documentation.