Broker Sales Co-ordinator

3 weeks ago

Chester, United Kingdom White Oak UK Full time

We are looking for an individual with proven sales administration experience to work within our Broker Sales team in Chester.


Working with other Sales Co-ordinators and Business Development Managers, this individual will be completing effective deal transactions with our External Partners, along with handling inbound enquiries and managing the email queues.


Other key responsibilities include:

  • 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.


Core skills required for this role

  • 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

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