Back to search
The Role and Responsibilities
- Issue/fulfil partner trading agreements, approvals, and system registration process.
- Partner/broker set up and updating of internal systems such as CRM/Salesforce/Pivot platforms.
- Assisting with the raising and fulfilment of finance agreements and all associated documentation for finance Lease/Loan/Purchase.
- Fulfilment of financial transactions to pay out including effective control of staged payments and certificate of acceptances.
- Complete and manage finance proposals including obtaining any required credit information from our partners or End-users.
- Handle inbound transaction enquiries across our dedicated broker/partner support telephone lines.
- Complete effective transaction communication with our partners and End-Users by telephone and email or through systems.
- Effectively manage email work queues for the inbound sales and Broker Business.
- Communicate with partners to drive transaction completion.
- Ensure commercial objectives are achieved by proactively chasing pipeline business.
- Maintain accurate reporting as required to enable weekly reviews.
- Complete End-User compliance such as achieving signed Trading Agreements.
- Work effectively to support both customers being our partners and our inbound sales/broker function.
- Raise any broker or End-User objections or complaints to the relevant sales individual or the Head of Dept to resolve.
- Work closely with the credit dept. to achieve an efficient service to our partners and achieve satisfactory acceptance rates, including the ability to pre-underwrite and file an appeal on behalf of the broker/partner.
- Any other duties as requested by your line manager as deemed reasonable.
The Requirements
- Product Knowledge: Sound awareness of commercial loans & asset finance products and the indirect sales model including; Broker, digital partners, supplier and Vendor.
- 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 and reasoning skills.
- High attention to detail.
- Proven sales administration experience.
- Ability to work independently.
- Excellent Telephone manner.
- Considered Approach.
- Exemplary time management.
- Effective communication skills
