Funding Readiness Consultant - Craighall at Spartan

Job Description 

As a Funding Readiness Consultant, you will be expected to manage your portfolio by identifying and preparing tailored made communications and clearing the way for SMEs to receive funding.

 The candidate will be expected, but not be limited to: 

• Engage with our database of SMEs who have applied
• Identifying SMEs that could qualify for funding but are just not ready yet
• Identify problems in the SMEs path to funding and solution finding
• Preparing communication plans
• Acting on those communication plans
• Work closely with your colleagues in the Portfolio team and Credit team
• Preparing Action Plans for SME Owners
• Report on activities and successes
• Perform site missions
• Write up selected successful SME case files/studies

We’re more effective as a team that works closely together and engages with its customers and stakeholders, face-to-face – consequently we are entirely office based [i.e. no work-from-home mode].

Minimum Requirements

• Bachelor's degree or similar
• Minimum of 10 years’ experience in relationship banking or similar or previously running your own business

Desired Skills, Experience and disposition

• Experience with various finance/funding products
• Understanding of business models
• Communications management
• Financial understanding 
• Caring disposition 
• Excellent communication skills [verbal and written] 
• Problem Solver 
• Conscientious with follow-up & feedback  
• Strong team player
• A disarming and non-threating personality 
• Managing own time efficiently
• Self-awareness
• Good judgement of character   
• Experience on Microsoft Dynamics (CRM) or similar
• Embody Spartan’s mission statement (Helping SMEs Grow)