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The Role
The Intermediary team are a broker channel where we have multiple partners sending introduced deals into our pipeline. The partners are based all over the UK & offer a range of products from loans to assets. The purpose of this role is to handle inbound enquiries, build relationships & help get the introduced business from proposal stage through to payout as smoothly as possible.
Responsibilities
• Complete effective deal transaction communication with our partners.
• Handle inbound enquiries across our dedicated broker/partner support communication channels
• Partner/broker set up and updating of internal systems.
• Reviewing Broker performance & communicating any feedback
• Working with the Head of Sales (HoS) to support preferred partners & build on new & existing relationships
• Issue partner trading agreements, approvals, and the system registration process
• Complete and manage proposals, including obtaining any required credit information from our partners or End-users
• Assisting partners with the raising and fulfilment of all finance agreement types and all associated documentation
• Work with HoS to ensure commercial objectives are achieved by proactively chasing pipeline business
• Maintain accurate reporting and system records as required to enable partner reviews
• Work effectively to support introducers to drive volumes
• Raise Broker or End-User objections or complaints to the relevant sales individual or the Head of Intermediaries
• Work closely with the credit to provide an efficient service and achieve satisfactory acceptance rates, including the ability to pre-vet proposals and file an appeal on behalf of the broker.
• Any other duties as requested by your line manager as deemed reasonable
Skills
Product Knowledge:
Sound awareness of commercial loans & asset finance products and the Broker model
• Technical Knowledge: AML/KYC, Finance Agreements, Computer Applications, Credit & Documentation processes and requirements
• Relationship Management: Ability to maintain strong relationships and communicate with key stakeholders internally and externally via telephone and email. Capable of working independently as well as part of a team.
• Analytical Skills: Ability to engage in logical reasoning and analysis. Demonstrate high accuracy levels. Excellent organisational, time management
