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Financial Packager

3 months ago

Chester, Cheshire, United Kingdom Smart Recruit Online Full time

Do you have experience within the financial services sector? Are you looking for a new challenge? If the answer is YES, the team at White Oak could have the ideal role for you.


White Oak are currently recruiting for a Full Time Financial Packager to join our external 3funding team based in Chester.


What will I be responsible for?
The Packaging team are responsible for pre-underwriting, external transactions and managing Funder relationships. In addition, they provide support to other lending processes/teams including Credit and Deal Processing.

Day to day duties will include:

  • Search and pre
  • Use your knowledge of the funders to identify which one provides the best option for each deal and ensure they are received in the most appropriate amount of detail (write up and supporting information).
  • Communicate funder decisions on system in order to communicate with internal sales team.
  • Forward additional information to funders to support referrals.
  • Completing MAX quotes in order to maximise comms for both the business and salesperson.
  • Assist the team in achieving SLA.

Essential Skills:

Who are we looking for?

As our ideal Packager, you will possess:

  • Product knowledge of business loans, asset finance and leasing products.
  • Capable of working independently as well as part of a team.
  • Excellent communication skills in all forms.
  • Ability to learn new tasks quickly.
  • Ability to switch tasks / multitask throughout a working day.
  • Commitment to achieving the highest standard.
  • Demonstrate high accuracy levels.
  • Excellent organisational and time management skills.
  • Computer literacy.

About Company:

What we can offer you:


As our Packager, we can offer a highly competitive salary plus commission and a range of benefits including 28 days holiday, private medical insurance, travel insurance, pension contributions, EAP, Cycle to Work and more.


About the company:


White Oak is an FCA authorised and regulated European Lending Platform which provides capital to support SMEs and mid-corporates through its full suite of flexible lending products.

Headquartered in the UK, White Oak's team of 170 specialists currently services a loan portfolio of over £500 million and have originated over £1.5 billion of assets since 2018.

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.


If this sounds like the ideal role for you, please click APPLY now to register your interest in the role of Financial Packager.

Essential Requirements:

Who are we looking for?

As our ideal Packager, you will possess:

  • Product knowledge of business loans, asset finance and leasing products.
  • Capable of working independently as well as part of a team.
  • Excellent communication skills in all forms.
  • Ability to learn new tasks quickly.
  • Ability to switch tasks / multitask throughout a working day.
  • Commitment to achieving the highest standard.
  • Demonstrate high accuracy levels.
  • Excellent organisational and time management skills.
  • Computer literacy.