You will be fundamental in supporting all origination channels to help the business achieve its goals.
Sales support role is integral as it carries a proposal from acceptance stage all the way through to payout.
Key Responsibilities - Production of all finance documentation for own book and external funder deals - Processing external funder documentation received by post or email and submit to funder for pay-out.
- Liaise with external funders to facilitate the pay-out process - Completion of Forensics sense checks and file checks of Supporting Information uploaded to File store.
- Reviewing and assessing submitted documentation to meet credit conditions.
- Satisfying information checks in line with AML policy - Ensuring that contracts and supporting information are adequately signed in line with legislation - Raising of Supplier Invoice Requests, checking in of supplier invoices and liaising with suppliers for outstanding invoices - Processing signed documentation for pay-out - EDI checking and matching on Leasesoft - Loading all deals on to Leasesoft, ensuring accuracy of information - Activating deals and signing finance documentation - Action supplier, broker and referrer approval requests, completing all relevant searches and escalating to relevant teams if required (additional) - Archiving of all hard copy documents.
- Management of documents with the focus of maintaining compliance with the document holding periods.
- Ensuring documents are electronically provided to treasury assistant for funding processes.
- Complete delivery checks as and when required - Demonstrate a complete commitment to delivering excellent customer service to the stakeholders - Conduct yourself professionally at all times and communicate in an acceptable manner to all stakeholders (both internal and external) - Ensure accuracy of information across Systems.
- Any other request deemed reasonable from your line managers Core Skills & Knowledge - Product knowledge of business loans, asset finance and leasing products advantageous but not essential - Proven problem solving skills - Capable of working independently as well as part of a team - Demonstrate high accuracy levels - Ability to work under pressure - Excellent communication skills in all forms - Commitment to achieving the highest standard - Excellent organisational and time management skills - Computer literacy