Support Co-Ordinators

1 week 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.
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 or End-users.
Handle inbound transaction enquiries across our dedicated broker/partner support telephone lines.
Complete effective transaction communication with our partners and End-Users by telephone and email or through systems.
Effectively manage email work queues for the inbound sales and Broker Business.
Communicate with partners to drive transaction completion.
Ensure commercial objectives are achieved by proactively chasing pipeline business.
Maintain accurate reporting as required to enable weekly reviews.
Complete End-User compliance such as achieving signed Trading Agreements.
Work effectively to support both customers being our partners and our inbound sales/broker function.

Raise any broker or End-User objections or complaints to the relevant sales individual or the Head of Dept to resolve.

Work closely with the credit dept.

to achieve an efficient service to our partners and achieve satisfactory acceptance rates, including the ability to pre-underwrite and file an appeal on behalf of the broker/partner.

Any other duties as requested by your line manager as deemed reasonable.
The Requirements

Product Knowledge:

Sound awareness of commercial loans & asset finance products and the indirect sales model including; Broker, digital partners, supplier and Vendor.


Technical Knowledge:
AML/KYC, Finance Agreements, Computer Applications, Credit & Documentation processes and requirements.

Relationship Management:
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.

Analytical Skills:
Ability to engage in logical reasoning and analysis. Demonstrate high accuracy levels. Excellent organisational, time management and reasoning skills.
High attention to detail.
Proven sales administration experience.
Ability to work independently.
Excellent Telephone manner.
Considered Approach.
Exemplary time management.
Effective communication skills
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