Sales Operations Associate

1 week ago


Chester, Cheshire, United Kingdom Aimee Willow Connex Ltd Full time
About the Role

We are seeking a highly organized and detail-focused individual to join our Support team as a Sales Operations Associate.

This is a fantastic opportunity to work closely with the Head of Funding Operations and contribute to the success of our business.

Key Responsibilities
  • Document Management: Produce all finance documentation for own book and external funder deals, ensuring accuracy and compliance with regulations.
  • External Funder Liaison: Process external funder documentation, submit to funders for pay-out, and facilitate the pay-out process.
  • Quality Assurance: Complete Forensics sense checks, file checks, and review submitted documentation to meet credit conditions.
  • Compliance and Risk: Satisfy information checks in line with AML policy, ensuring contracts and supporting information are adequately signed.
  • Supplier Management: Raise Supplier Invoice Requests, check in supplier invoices, and liaise with suppliers for outstanding invoices.
  • System Maintenance: Ensure accuracy of information across Systems, activate deals, and sign finance documentation.
  • Archiving and Compliance: Archive all hard copy documents and manage documents to maintain compliance with document holding periods.

Requirements:

  • Product knowledge of professions loans, asset finance, and leasing products is advantageous but not essential.
  • Ability to work independently and as part of a team, with high accuracy levels and excellent communication skills.
  • Excellent organizational and time management skills, with a commitment to achieving the highest standard.


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