Broker Sales Co-ordinator

1 month ago

Chester Cheshire, 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

  • Broker Sales Co-ordinator

    5 days ago

    Chester, United Kingdom White Oak Full time

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

  • Office Sales Co-ordinator

    1 month ago

    Warrington, Cheshire, United Kingdom Meriden Media Full time

    Sales Co-ordinator Monday- Friday 09:00- 17:00 Permanent Our client, a global manufacturing company and supplier for soft play and family entertainment centres, are looking to recruit an experienced Sales Co-ordinator to join their team. Reporting to the National Sales Manager, you will be working in a small team on the phones, zoom and email...

  • Inbound Support Co-Ordinator

    3 weeks ago

    Chester, Cheshire, United Kingdom Aimee Willow Connex Limited Full time

    The Role and Responsibilities Issue/fulfil partner trading agreements, approvals, and system registration process. Partner/broker set up and updating of internal systems such as CRM/Salesforce/Pivot platforms. Assisting with the raising and fulfilment of finance agreements and all associated documentation for finance Lease/Loan/Purchase. Fulfilment of...

  • Inbound Support Co-Ordinator

    4 weeks ago

    Chester, Cheshire, United Kingdom Aimeewillow Full time

    The Role and Responsibilities Issue/fulfil partner trading agreements, approvals, and system registration process. Partner/broker set up and updating of internal systems such as CRM/Salesforce/Pivot platforms. Assisting with the raising and fulfilment of finance agreements and all associated documentation for finance Lease/Loan/Purchase. ...

  • Inbound Support Co-Ordinator

    3 weeks ago

    Chester, Cheshire, United Kingdom Aimee Willow Connex Limited Full time

    The Role and Responsibilities Issue/fulfil partner trading agreements, approvals, and system registration process. Partner/broker set up and updating of internal systems such as CRM/Salesforce/Pivot platforms. Assisting with the raising and fulfilment of finance agreements and all associated documentation for finance Lease/Loan/Purchase. Fulfilment of...

  • Shipping Co-ordinator

    1 month ago

    Cheshire, United Kingdom Oliver Valves Full time

    We are looking for a Shipping Co-Ordinator to join our family-owned organisation with over 40 years of business within oil, gas and petrochemical industry. Our Oliver Valve companies, based in Knutsford, are one of the world’s leading manufacturers in high pressure valves for the oil, gas, hydrogen and carbon capture industries. We have won recognized...

  • Pensions Co-ordinator

    1 month ago

    Warrington, Cheshire, United Kingdom Meriden Media Full time

    Accounts Co-ordinator Monday- Friday 09:00- 17:00 Permanent Our client, a global manufacturing company and supplier for soft play and family entertainment centres, are looking to recruit an experienced Accounts Co-ordinator to join their team. Reporting to the Accounts Manager, you will develop your role over a two-year period working with other...

  • Accounts Co-ordinator

    21 hours ago

    Warrington, Cheshire, United Kingdom Meriden Media Full time

    Accounts Co-ordinator Warrington (WA4 6PS) GBP30,000- GBP40,000 (DOE) Monday- Friday 09:00- 17:00 Permanent Our client, a global manufacturing company and supplier for soft play and family entertainment centres, are looking to recruit an experienced Accounts Co-ordinator to join their team. Reporting to the Accounts Manager, you will develop...

  • Bid Co-ordinator

    2 days ago

    Warrington, Cheshire, United Kingdom Footprint Recruitment Ltd Full time

    Bid Co-ordinatorNW Preconstruction Bid Co-ordinatorWarrington£40,000 + PackageJob PurposeTo support the individual Bid teams in preparing bid/tender/PQQ/SQ submissions that respond to Employers Requirements and add value to sales proposals. To lead on the production of quality submissions for Framework bids. To help in presenting the company as the...

  • Inbound Support Co-Ordinator

    2 weeks ago

    Chester, United Kingdom Aimee Willow Connex Limited Full time

    The Role and ResponsibilitiesIssue/fulfil partner trading agreements, approvals, and system registration process.Partner/broker set up and updating of internal systems such as CRM/Salesforce/Pivot platforms.Assisting with the raising and fulfilment of finance agreements and all associated documentation for finance Lease/Loan/Purchase.Fulfilment of financial...

  • Payroll and Pension Co-ordinator

    1 month ago

    Warrington, Cheshire, United Kingdom Pertemps Warrington Full time

    Job Title: Accounts Co-ordinator Shifts: Monday- Friday 09:00- 17:00 Contract Type: Permanent Our client, a global manufacturing company and supplier for soft play and family entertainment centres, are looking to recruit an experienced Accounts Co-ordinator to join their team. Reporting to the Accounts Manager, you will develop your role over a...

  • Inbound Support Co-Ordinator

    3 weeks ago

    Chester, Cheshire, United Kingdom Aimee Willow Connex Limited Full time

    The Role and Responsibilities Issue/fulfil partner trading agreements, approvals, and system registration process. Partner/broker set up and updating of internal systems such as CRM/Salesforce/Pivot platforms. Assisting with the raising and fulfilment of finance agreements and all associated documentation for finance Lease/Loan/Purchase. Fulfilment of...

  • Implementation Co-ordinator

    4 weeks ago

    Cheshire, United Kingdom Radius Full time

    Implementation Co-ordinator - Telematics Customer ServiceSalary: £23,000Location: Herald Drive, Crewe, CW1 6EGHours: Monday-Friday 08:30am-17:00pmHeard of us?We’re an ambitious, forward-thinking global business who build transformative solutions for our customers to deliver best-in-class sustainable mobility, connectivity and technology solutions. We...

  • Compliance Co-ordinator

    2 weeks ago

    Chester, Cheshire, United Kingdom The Talent Crowd Full time

    Step into a pivotal role within a dynamic Compliance Team, where your expertise will be instrumental in maintaining the highest standards of regulatory adherence and quality control. This full-time position, nestled in the heart of Chester, offers not just a workplace but a thriving environment where your contributions are valued and rewarded.Imagine a...

  • Sales Executive

    1 month ago

    Warrington, Cheshire, United Kingdom Pertemps Warrington Full time

    Sales Co-ordinator Shifts: Monday- Friday 09:00- 17:00 Contract Type: Permanent Our client, a global manufacturing company and supplier for soft play and family entertainment centres, are looking to recruit an experienced Sales Co-ordinator to join their team. Reporting to the National Sales Manager, you will be working in a small team on the phones, zoom...

  • Retail Sales Coordinator

    3 weeks ago

    Warrington, Cheshire, United Kingdom Pertemps Warrington Full time

    Sales Co-ordinator Shifts: Monday- Friday 09:00- 17:00 Contract Type: Permanent Our client, a global manufacturing company and supplier for soft play and family entertainment centres, are looking to recruit an experienced Sales Co-ordinator to join their team. Reporting to the National Sales Manager, you will be working in a small team on the phones,...

  • Compliance Co-ordinator

    5 days ago

    Chester, Cheshire, United Kingdom Thetalentcrowd Full time

    2 weeks ago Be among the first 25 applicants Step into a pivotal role within a dynamic Compliance Team, where your expertise will be instrumental in maintaining the highest standards of regulatory adherence and quality control. This full-time position, nestled in the heart of Chester, offers not just a workplace but a thriving environment where your...

  • Inbound Support Co-Ordinator

    3 weeks ago

    Chester, United Kingdom Aimee Willow Connex Limited Full time

    The Role and ResponsibilitiesIssue/fulfil partner trading agreements, approvals, and system registration process.Partner/broker set up and updating of internal systems such as CRM/Salesforce/Pivot platforms.Assisting with the raising and fulfilment of finance agreements and all associated documentation for finance Lease/Loan/Purchase.Fulfilment of financial...

  • Inbound Support Co-Ordinator

    6 days ago

    Chester, United Kingdom Aimee Willow Connex Limited Full time

    The Role and ResponsibilitiesIssue/fulfil partner trading agreements, approvals, and system registration process.Partner/broker set up and updating of internal systems such as CRM/Salesforce/Pivot platforms.Assisting with the raising and fulfilment of finance agreements and all associated documentation for finance Lease/Loan/Purchase.Fulfilment of financial...

  • Inbound Support Co-Ordinator

    3 weeks ago

    Chester, United Kingdom Aimee Willow Connex Limited Full time

    The Role and ResponsibilitiesIssue/fulfil partner trading agreements, approvals, and system registration process.Partner/broker set up and updating of internal systems such as CRM/Salesforce/Pivot platforms.Assisting with the raising and fulfilment of finance agreements and all associated documentation for finance Lease/Loan/Purchase.Fulfilment of financial...