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This role sits within the New Business Department, ensuring that approved proposals meet all documentation and compliance requirements before activation and payout. The successful candidate will play a crucial role in processing new business activations efficiently and accurately, maintaining high levels of customer satisfaction.
Key Responsibilities
Verifying agreement details in ALFA before processing payouts.
Activating new agreements and ensuring timely supplier invoice payments.
Checking and authorising supplier invoices and introducer payments, including commission and document fee shares.
Reconciling agreements and coordinating with Finance for payment processing.
Issuing welcome letters and documents to customers upon activation.
Liaising with New Business Coordinators regarding payouts and outstanding documents.
Scanning and archiving agreement documents.
Communicating with Finance regarding terminated deals and amendments to live agreements.
Managing deferred payouts efficiently.
What We’re Looking For
Experience in asset finance or financial administration.
Strong attention to detail and ability to work to deadlines.
Excellent communication and coordination skills.
Proficiency in financial systems and CRM platforms.
Ability to manage multiple tasks and work effectively in a fast-paced environment.
This is a fantastic opportunity to gain experience within a reputable financial institution while working in a supportive and professional team.
Please note:
As you can appreciate we are currently overwhelmed with applications of individuals looking for both short term and permanent work and we can therefore only contact those applications that have relevant skills for positions that we currently have available. Should you not hear from us within a week, please assume you have been unsuccessful on this occasion.
In line with GDPR regulations, we are making you aware that to proceed with your application we will need to contact you via email, telephone and/or text message. To receive future job alerts from us, you will be required to provide consent within our marketing preference options. The link will be provided in an email to you. Source4 are an equal opportunities employer and complies with all relevant UK legislation. If you are successful in your application, you will be required to attend a full registration with one of our Consultants which will involve you providing a current passport, any relevant visas, a proof of address and completing relevant tests and a full competency based interview.
