Back to search
Reports to: Funding Services Manager
Location: Horsham
Summary of Position
The Funding Services Executive is a key role responsible for the administration of all aspects of lease agreements and other internal products within Managed Print Services and IT Solutions, following the deal process through from proposal to pay-out.
The role requires exceptional attention to detail with a pro-active, problem-solving attitude with good communication skills to maintain effective working relationships with all internal and external stakeholders. There is a particular focus on providing daily support to internal Account Managers.
Outcomes
- Adherence to service and SLA standards & agreements.
- Provide insight and opinion to aid the departmental decision-making process.
- Demonstrate a commitment to personal development.
Attitude
- Adhere to the company's core values.
- Work effectively in a team environment, actively contributing to business discussions.
- Understand the company procedures and their impact on all areas of the business.
- High attention to detail and organisational skills.
- A pro-active, positive and accountable attitude.
- Strong communication skills to engage with key stakeholders.
Responsibilities
- Process all requests from Account Managers.
- Carry out full audit of lease and other deal documentation and follow internal processes through to deal completion.
- Maintain and reconcile Finance House prepay systems, settlements and commissions.
- Resolve pay-out and new deal queries with a commercial mind-set, actively pursuing outstanding deals.
- Understand Finance House audit guidelines.
- Conduct assessments of the financial credibility of customers to enable informed credit clearance and investigation of any credit rejections from the Finance House.
- Liaising with the Finance House Account Managers on a regular basis.
- Regularly review existing processes to ensure they are still relevant and risk is mitigated.
- Willingness to train new staff and Finance Houses in each procedure.
Skills Requirements
- Ability to establish strong interpersonal relationships with Key Stakeholders.
- Excellent prioritisation and organisational skills, with the ability to handle multiple workloads while maintaining attention to detail.
- Numerate and comfortable with complex calculations.
- Understanding of IT systems and the use of new tools and programmes.
- Be able to work independently and take initiative whilst being energetic and self-motivated.
- Respond positively and proactively to change and feedback.
- Inquisitiveness in respect of process and risk management.
The details contained in this Job Description reflect the content of the job at the date it was prepared. It should be remembered, however, that it is inevitable that over time, the nature of individual jobs will change, existing duties may no longer be required, and other duties may be gained without changing the general nature of the duties or the level of responsibility entailed. Consequently, Principal I Ltd will expect to revise this Job Description from time to time and will consult with the post holder at the appropriate time.
