Broker Sales Co-ordinator
White Oak
Broker Sales Co-ordinator
Salary Not Specified
White Oak, Chester
- Full time
- Permanent
- Onsite working
Posted 1 week ago, 21 May | Get your application in now before you miss out!
Closing date: Closing date not specified
job Ref: a035aea0a5b0440bbc71a6df6cf477c9
Full Job Description
- Partner/broker set up and updating of internal systems (Salesforce)
- Issue and fulfil partner trading agreements, approvals, and system registration process.
- Assisting partners with the raising and fulfilment of finance agreements and all associated documentation for Lease/Loan/Purchase products.
- 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
- Communicate with partners to drive transaction completion.
- Proactively chase pipeline business.
- Maintain accurate reporting as required to enable partner reviews.
- Work effectively to support both customers being our partners and our inbound origination to drive volumes.
- Work closely with the Credit Underwriting team to achieve an efficient service to our partners and achieve satisfactory acceptance rates, including the ability to pre-underwrite.
We are looking for an individual with proven sales administration experience to work within our Broker Sales team in Chester., Sound awareness of commercial loans & asset finance products - Understanding of finance agreements, applications, Credit & documentation processes and requirements
- 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
- Ability to engage in logical reasoning and analysis
- Demonstrate high accuracy levels
- Excellent organisational, time management and reasoning skills