White Oak UK ( www.whiteoakuk.com ) is a provider of loans and asset finance to SME businesses with both direct and broker routes to market. Direct business is funded either on its own book or placed with third party funders. Broker-introduced business is funded on the own book. Typical transaction size is c. £50k. As a financing affiliate of White Oak Global Advisors, LLC (WOGA), White Oak is able to access investor capital to support White Oak’s lending activities to complement its funding from banks and other financial institutions. Company Values Our values define our corporate culture and reinforce what is important to us. We encourage high standards of behaviour and accountability at all times which make our organisation stronger and more successful. Our Company Values are: Collaboration Teamwork; Strong working relationships internally and externally. Agility Perseverance; Solutions focused; Flexibility; Innovative. Respect Integrity; Ownership; Accountability. Excellence Expertise in role; Diligence; Client focussed. Role Profile 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