Broker Sales Co-ordinator

3 weeks ago

Chester, United Kingdom White Oak UK Full time
About the Role

Are you looking for a new opportunity within financial services?

We are looking for an individual with proven sales administration experience to work within our Broker Sales team in Chester as a Sales Coordinator.

Working with other Sales Coordinators and Business Development Managers, you will be completing effective deal transactions with our external partners, along with handling inbound enquiries and managing the email queues.


Job Opportunity

Sales Coordinator Role Overview

  • Partner/broker set up and updating of internal systems (Salesforce).
  • Issue and fulfil partner trading agreements, approvals, and the system registration process.
  • Assist partners with raising and fulfilling finance agreements and all associated documentation for Lease/Loan/Purchase products.
  • Fulfil 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.
  • Communicate with partners to drive transaction completion.
  • Proactively chase pipeline business.
  • Maintain accurate reporting, as required to enable partner reviews.
  • Work effectively to support both customers being our partners and our inbound origination to drive volumes.
  • Work closely with the Credit Underwriting team to achieve an efficient service to our partners and achieve satisfactory acceptance rates, including the ability to pre-underwrite.

Essential Skills
  • Sound awareness of commercial loans & asset finance products
  • Understanding of finance agreements, applications, credit, and documentation processes and requirements
  • 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
  • Ability to engage in logical reasoning and analysis
  • Excellent organisational, time management and reasoning skills with demonstrably high accuracy


If this aligns with your skillset, apply for this Sales Coordinator role today, and we'll be in touch with the next steps


About Company

White Oak is an FCA authorised and regulated European Lending Platform which provides capital to support SMEs and mid-corporates through its full suite of flexible lending products. Headquartered in the UK, White Oak’s team of 150 specialists currently services a loan portfolio of over £500 million and have originated over £1.5 billion of assets since 2018. As a financing affiliate of White Oak Global Advisors, LLC (WOGA), White Oak is able to access investor capital to support White Oak’s lending activities to complement its funding from banks and other financial institutions.

Our values define our corporate culture and reinforce what is important to us. We encourage high standards of behaviour and accountability at all times which make our organisation stronger and more successful. Our Company Values are: 

Collaboration

Teamwork; Strong working relationships internally and externally. 

Agility

Perseverance; Solutions focused; Flexibility; Innovative.

Respect

Integrity; Ownership; Accountability.

Excellence

Expertise in role; Diligence; Client focussed.


Benefits

25 days + 3 days for Christmas

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