Vacancy – Commercial and Bridging Specialist Adviser

Join our team

Role overview – Commercial and Bridge specialist

The Department

Clever Lending are a Specialist Distributor, focused on delivering second charge mortgages, commercial, bridging and development finance that meet our introducing brokers and client needs – whilst providing a service to be relied on at every stage.

Clever are looking for a highly experienced professional with the ability to be able to advise on and place bridging, development, and commercial business, with an excellent understanding of this complex market.

Principle Responsibilities

  • To discuss enquiries with introducing brokers and/or clients and find solutions for the lending need
  • To discuss enquiries with lenders to ensure they will accept a cases to be placed with them
  • To place business with lenders which is fully packaged and meets the lenders requirements, working with a case manager on this
  • To work with the case manager on completing cases, i.e. funds released
  • To be able to read and interpret company structures, accounts and property ownership.
  • Work with new and existing introducing brokers to maintain and grow the relationship and ultimately the quality and level of business placed with us
  • Provide key input into arranging a comprehensive panel of lenders required to suit the business needs
  • Identify, create and maintain relationships with lenders, solicitors and surveyors
  • Work effectively on own initiative and as part of a team as and when required
  • To provide training and continued development, to new team members and actively help existing team members to understand the role
  • Carry out your day to day role with integrity and uphold the core company values.


  • Identify new lenders in market space which add value to the panel
  • Maintain a high level of understanding of the industry and trends in the market
  • Liaise with all parts of the business to ensure the smooth running of the commercial operation
  • Maintain a high level of service to existing pipeline throughout
  • Achieve prescribed targets as set by the business
  • Understand changes in regulation and implement into processes and procedures.


  • Use company management systems to record and update referrals, commissions and sources of business
  • Establish and maintain a solid working relationship with all areas of the business, external clients, and lenders whilst promoting our professional service at all times
  • Maintaining and developing business relationships with intermediaries
  • Regularly communicate criteria and product updates to the sales team
  • Attend internal meetings where necessary to perform duties and aid business development
  • To ensure all Company policies/values are communicated, understood and adhered to
  • To ensure that all communication is within the boundaries of data protection and TCF guidelines
  • Promote the business through a professional, helpful and willing attitude to all customers and colleagues


  • Ensure service standards as prescribed by the company, are maintained at all times
  • To present a positive and professional image of the team, service and company at all times
  • Proactively communicate with internal and external
  • Ensure service level standards, prescribed by the company, are met in all instances
  • Develop and maintain an understanding of market regulations and the effects thereof

Risk Assessment

  • To adhere to the company’s compliance and TCF guidelines and maintain service levels within the prescribed guidelines
  • To recognise highlight potential business or service risks and act responsively by proactively notifying Relevant business stakeholders
  • To carry out all duties in accordance with the specified processes, T&C guidelines and professionalism at all times
  • To report any and all money laundering risks to the relevant department.
  • To remain vigilant in respect of money laundering risks as highlighted in company and industry policies and where appropriate, report any and risks or incidents to the relevant persons.


  • To ensure attendance at all mandatory training and E-learning completed
  • Maintain own continued professional development
  • Ensure lenders provide the relevant training on all product areas on a regular basis
  • To maintain a high level of product and industry knowledge.

Personal Profile of applicant


  • Methodical and reliable with attention to detail
  • Confident with good verbal and written communication skills.
  • Ability to engage with others and be a team player.
  • Mature, credible and comfortable in dealing with a wide range of lenders, sales managers, financial institutions
  • Desire to wish to succeed and help the company grow


  • Able to work extended hours on occasions when required.


  • Ability to follow verbal and written instructions.
  • Able to communicate effectively via telephone and written media.
  • Ability to take on and process information quickly and effectively


  • Must be adept at using Microsoft Office 365.   Have particularly good knowledge of Microsoft Excel and Microsoft Word, and Microsoft Outlook.  In addition, have a broad knowledge of the internet and are able to use this for research and development.


  • Must be an excellent telephone communicator.
  • Experience within the financial industry is a key benefit.
  • CeMAP

Department: Clever Lending
Contract type: Permanent
Hours: 40
Salary: competitive

How to apply

If you’d like to join our team, you can either apply by sending us your CV, or contact us to find out more