Job Description
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