Loan Executive Associate – Finance Comapny

This is a specialist UK property finance and debt advisory firm. Based in Manchester we provide bespoke financing solutions to high-net-worth investors, family investment offices, and professional property investors across the full spectrum of UK real estate — from portfolio acquisitions and HMOs to residential blocks, offices, retail, industrial assets, and the wider commercial property market.

We focus on loan transactions of £1 million and above. Our approach is built on genuine relationship lending — working predominantly with specialist banks and relationship-driven lenders where transactions are structured intelligently, with real expertise applied to every deal. We take the time to understand each asset, each client, and each set of circumstances, and we present them to the right lender in the right way. That is our edge. Fusion Funding delivers a genuinely full-service approach — from initial client consultation and lender sourcing through to coordinating valuers, solicitors, and all key professionals at completion. We do not simply connect clients with lenders. We manage the entire process with care, precision, and commercial intelligence.

We operate in a space where reputation is the product, and every deal either builds or reinforces it. We are now growing our team to support increasing deal flow and to continue delivering on our client-led ambitions.

The Role

This is a Support role to the Founder and Managing Director.

-You will have hands-on execution and client-facing role with genuine commercial exposure. You will work directly alongside the founder, playing a central role in the full deal lifecycle — from client onboarding and lender engagement through to loan completion. The emphasis is on working closely with clients and key professionals, including bank managers, to ensure each loan is structured correctly in line with client aspirations and delivered efficiently and on time.

-You will own processes, drive progress, and serve as the critical bridge between our clients and their lenders. The quality of your work will directly shape the quality of our service and the reputation of the firm.

-This is an ideal role for someone with a background in property finance, real estate, or financial services who is looking to build a serious career within a high-quality boutique advisory environment with growth opportunities/

Key Responsibilities

Deal Management & Execution

• Assisting the Founder in managing and steering the full deal process from client instruction to loan completion, ensuring all parties remain coordinated, informed, and progressing on schedule

• Preparing loan financing presentations — compiling property details, tenancy schedules, financial data, and company information into clear, professional credit packs that directly contribute to attaining credit sanctions

• Liaising with lenders throughout the credit approval process, proactively chasing responses, resolving queries, and keeping deals firmly on track to ensure client aspirations are met

• Coordinating with key professionals including valuers — managing valuation instructions tracking progress, and resolving queries to avoid delays

• Engaging with solicitors and legal professionals — issuing instructions, methodically working through Conditions Precedent, ensuring these are signed off on time, and managing all correspondence through to completion

• Managing lender offers — reviewing and interrogating terms, preparing cashflow comparisons, and presenting options to clients in a clear and considered manner

Client & People Management

• Acting as a professional and reliable point of contact for clients throughout the deal process, providing regular, structured updates and maintaining confidence at every stage

• Creating and maintaining the bridge between client and lender — ensuring both parties are aligned, informed, and working towards a shared outcome

• Supporting client onboarding, including bank account opening, KYC/AML checks, and the collection and organisation of all required documentation

• Building and maintaining strong, trusted working relationships with lenders, valuers, solicitors, and introducers — understanding that these relationships are the foundation of the business

Financial Analysis & Reporting

• Familiarity with Excel-based cashflow models and financial analysis for deals under review, ensuring accuracy and clarity for both internal use and lender presentation

• Analysing tenancy schedules, rental income, and lease structures to support and strengthen lender presentations

• Analysing tenant accounts and covenant strength, presenting findings in a way that clearly demonstrates the quality and security of income to lenders

• Collating and organising client financial information — accounts, asset schedules, and company structures — into well-presented, lender-ready formats

• Preparing term comparison sheets and net return analysis to support client decision-making on lender selection

Process & Administration

• Completing and submitting lender credit applications with accuracy, thoroughness, and attention to deadline

• Maintaining deal trackers, CRM records, and pipeline reporting to ensure full visibility across all live transactions

• Drafting professional and client communications to a consistently high standard

• Creating and maintaining charts, schedules, and structured data collations to support deal management and reporting

• Keeping all online files and shared drives organised, up to date, and easily navigable across the team

• Supporting the development and build-out of internal processes, templates, and systems as the business continues to grow

What We Are Looking For

We are direct and transparent about what this role requires. If you do not have the following, this is not the right opportunity at this stage.

Essential Experience & Skills

• Minimum 2 years of experience in UK property finance, real estate, financial services, or a related professional environment

• Proven experience of using Excel in a commercial environment within the above industries

• Experience of drafting professional client and lender correspondence independently

• Organised and process-driven — comfortable managing multiple live deals simultaneously

Property Knowledge

• Understanding of commercial and residential asset classes and valuation methods

• Familiarity with tenancy schedules, rental income analysis, and property investmentfundamentals

• Awareness of the UK property lending market

Personal Qualities

• Calm under pressure — able to manage multiple priorities without losing attention to detail

• Proactive self-starter — identifies what needs to be done and gets on with it

• Client-facing confidence — professional, articulate, and able to represent the firm externally

• Ambitious and eager to learn — this role offers direct exposure to complex, high-value transactions

• Discreet and trustworthy — our clients are high net worth individuals and institutions; confidentiality is non-negotiable

Desirable (Not Essential)

• Experience at a boutique property finance brokerage or debt advisory firm or Banking institution

• Knowledge of the UK property lending process — valuations, Heads of Terms, credit approval mechanics, and legal completion

• Exposure to development finance, mezzanine finance, or portfolio lending

What We Offer

• Direct day-to-day mentorship from a highly experienced debt advisory professional with over 15 years across property investment and commercial finance

• Broad exposure to complex, high-value real estate transactions spanning the full spectrum of commercial and residential asset classes

• A genuine opportunity to develop and grow within a business that has clear ambition and a strong, increasing deal flow

• A professional environment where your contribution is visible, your development is taken seriously, and your work directly shapes client outcomes and firm reputation

For more information about the role, or to receive a personal recommendation, please contact our recruitment team. Melissa – melissa@theworkavenue.org.uk or Yael – yb@theworkavenue.org.uk

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