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The purpose of the New Business Department is to ensure that approved proposals have the correct documentation in accordance with Risk's and / or Sales requirements and are passed to the Payout team within agreed deadlines for processing to activation and payout. The role of New Business Co-ordinator forms part of the New Business team
Client Details
A large organisation in richmond.
Description
Process Deals for Payout
- Assist in collation of new business documentation to point of payment to our vendor / dealer / broker partner
- Liaise with vendors / dealers / brokers to ensure we have correct and valid documentation. Resolve any issues direct with vendors / dealers / brokers
- Where applicable phone end users to ensure equipment has been delivered and accepted by the end user
- Ensure all variable rate deals are fully loaded with their specific cashflows in Alfa prior to payout
- Ensure all deals prepared to be paid-out are in line with credit acceptance terms and agreed vendor / dealer / broker agreements; liaise with sales and risk to resolve any issues
- Ensure all deals prepared to be paid out are correctly loaded in Engage/ALFA or Vienna/Alfa and enriched where applicable
- Liaise with finance department regarding deal pricing and book funds for deals prior to pay-out where appropriate
- Second check deals above 75k that have been prepared by other New Business Co-ordinators
- Check the deal information with Alfa and modify where necessary prior to setting agreements to LIVE in preparation for supplier invoice payment
- Checking and authorizing supplier invoices for payout in ALFA and that they are within agreed monetary authorities
- Reconciliation of all agreements to be paid out before passing to Finance to run payment extract (Sweep)
- Produce Welcome Letters and ensure these are collated with copy documents in readiness for passing to Business Services for posting
- Ensure any other ancillary documentation (e.g. Notice of Assignments, etc) are sent and recorded where necessary with Alfa,
- Ensure SGEF policy & procedures are applied to Stocking Facilities via the APAK system
- Ensure the finance agreement is signed in accordance with signatory limits
Other Duties:
- Liaise between office and our external vendor partners, sales staff, dealers and end users to ensure deals are paid out promptly
- Be prepared to be a part of project teams assisting in both the improvement of processes within the team and as a representative of the team within the wider business.
- Be able to produce deal pricing using KPMG Classic pricing system for LA, Transport, Industrial Construction, Medical and Hi-Tech teams
- Prepare reports for UK management and Paris relating to sales performance and related issues
- Other non-specific tasks as and when required
- Assist vendor partners with Engage enquiries.
- Suggest changes to Head of New Business which will improve service to our vendor / dealer / broker partners.
- Be pro-active in making recommendations for ongoing development of systems and processes to create and keep them an industry leader for Customer Service, helping to differentiate SGEF from our competitors.
Profile
- Highly numerate and practical problem solving capabilities
- Good Customer care skills
- Good written and verbal communication skills
- Accuracy and attention to detail - Good time management and organisation skills
- A strong team player
- Good computer and keyboard skills, specifically with Word, Excel and, if possible, Access
- An ability to work under pressure and to deadlines under own initiative - Good administrative skills
- Excellent interpersonal skills
- Must adopt a pro-active style of working, taking responsibility for all issues/tasks within the role and its capabilities, without automatic referral to line management
- Willingness to be flexible in work required
- Conscientious and open to suggestions/ideas
- Quick to learn
Job Offer
- immediate start
- Temporary assingment
