HSBC
Deal Execution Manager, Broker Direct
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If you’re looking to take an exciting new direction with your HSBC career, an internal move can open the door to many opportunities, allowing you to take on a new challenge, and develop your skills. Bring your knowledge of our brand to a new role and grow yourself further.
We are currently seeking an experienced professional to join our team in the role of Deal Execution Manager, Broker Direct. This role can be based out of any of the commercial centres across the UK.
This role plays a vital role in the broker direct team. Once a credit facility is approved, you will take ownership of the transaction—driving it from sanction to drawdown. Acting as a bridge between Relationship Managers, internal credit risk teams, and vital external professionals.
In this role you will:
- Lead and co-ordinate end-to-end client onboarding activities, ensuring a smooth and compliant set-up process.
- Oversee the preparation, production, issuance and execution/acceptance of facility and security documentation, ensuring accuracy, completeness and adherence to agreed timelines.
- Liaise closely with external surveyors and solicitors to progress key workstreams, including valuations, security perfection/registration and the provision of independent legal advice (ILA), resolving issues promptly as they arise.
- Monitor and evidence fulfilment of all terms of approval/conditions precedent, escalating exceptions and driving actions to closure.
- Manage drawdown activity, including satisfaction of pre-drawdown requirements, co-ordination of funding instructions and execution of funds transfers in line with internal controls and client requirements.
- Enable proactive client management by attending client meetings with Relationship Manager as necessary, and acting as the first point of contact for customers during the post approval process.
- Collaborate with Group colleagues to deliver appropriate needs-based solutions for customers including account opening for New to Bank high value switchers.
- Work closely with Service Delivery and co-ordinate the end-to-end credit process, review their deliverables and resolve issues.
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To be successful in this role you should meet the following requirements:
- Strong customer relationship management skills gained from working within a financial services and ideally within a business banking environment.
- Proven experience of leading the delivery of excellent customer service is essential.
- Excellent written and spoken communication skills with experience of successfully influencing others and negotiating effectively.
- Excellent internal and external stakeholder management skills, developing relationships based on mutual trust and encouraging others to do the same.
- A comprehensive understanding of risk management and proven experience of ensuring own/others' compliance with relevant regulatory processes.
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To support you with putting your best foot forward for our internal opportunities, you are invited to take advantage of our CV and Interview workshops, hosted by our Talent Acquisition team. To find out more and register to attend please click this link.
Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.
If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via hsbc.recruitment@hsbc.com.
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