Sales Support Coordinator

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.

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 & Knowledge

• Product knowledge of business loans, asset finance and leasing products advantageous but not essential
• Proven problem solving skills
• 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