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Sales Support

2 months ago

Chester, United Kingdom Aimee Willow Connex Ltd Full time

Function and Job Purpose:

Reporting to the Head of Funding Operations, 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.

Based in the core operational hub in Chester you will be an integral part of the Support team, which is collectively responsible for streamlining opportunities for Funding Operations processes.

Description of Role and 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 and Knowledge:

• Product knowledge of professions loans, asset finance and leasing products advantageous but not essential.

• 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