Administrator - Commercial Finance Brokerage

2 weeks ago


Castle Donington, United Kingdom White Label Resources Ltd Full time

**Role Purpose**

To provide Administrative Support to all BDMs within the business, ensuring all compliance requirements are met and customers and funders are communicated in a professional manner in order to expediate finance solutions to conclusion.

To maintain all customer, deal and funders records and completed accurately. To include login links and website portals and latest Broker Agreements

All reporting is updated and documented with regards to Compliance Requirements.

**Key Responsibilities**
- Support in the maintenance of all HubSpot CRMrecords to include tracking sales information, client, company, deal and funder details.
- Supporting the business with the administration of live deals through to completion utilizing company process and procedures including:
- File management with all of the required information as per company procedure and structures.
- Regular contact with customer and funder to assist with pursuing the
decision process and maintaining client contact throughout.
- Distribution and collection of finance documents and any relevant conditions.**:

- **Communication with external parties and stakeholders where appropriate,
providing updates and monitoring timescales.
- Ensuring that the FCA compliance requirements are adhered to**:

- **Ongoing updates to the New Business Register to include details on all deals
concluded as well as a log of funders and introducers.
- Completion of appropriate forms for client onboarding and deal progression in lien with company policies.

**Skills and Knowledge**
- Proficient with Microsoft Office (word, excel etc.)
- Good communication skills including telephone manner and writing skills
- Knowledge of industry and products preferred
- Organisational skills, able to prioritise workload in changing environment
- Attention to detail
- Self-motivated and proactive in the role

**Salary**: £20,000.00-£22,000.00 per year

**Benefits**:

- Company pension
- On-site parking

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Yearly bonus

Ability to commute/relocate:

- Castle Donington, Leicestershire: reliably commute or plan to relocate before starting work (required)

Work Location: In person


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