Sales Support Coordinator
2 weeks ago
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
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