Inbound Support Co-Ordinator

2 weeks ago


Chester, United Kingdom Aimee Willow Connex 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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