Account Executive Business Development
Liverpool - North West
The Role
Our client is a young, innovative, but established finance company, aiming at supporting entrepreneurs and SMEs to access the funds needed for growth.
Its growth has been fuelled by a dedication to providing business owners with the highest service quality. By providing flexible finance options, they empower companies to realise their potential to grow, prosper and flourish.
Responsibilities:
Prospecting and updating customer database, identifying any further requirements for customers and building relationships, whilst securing new business, whilst diarising future contact.
Building and maintaining relationships with established and new customers to increase business for the Company and grow the department.
Working as part of the department and working to meet and exceed personal and departmental goals.
Liaising with lenders, customers and suppliers to ensure best customer outcomes and high service standards are met.
Contacting customers to obtain any financial documentation for underwriting.
Raising quotations from lenders, documenting correctly and quoting the customer.
Obtaining any ancillary documentation or information that may be required to process an application.
Reviewing financial documentation received and processing the application to the appropriate funder.
Timely processing of all applications.
Ensuring all documentation is processed accurately and promptly
Contact with the underwriting and lender support teams to ensure service standards are being met.
Ensure all tasks are completed and delivered in line with agreed deadlines and service standards.
Attend training courses that are identified to assist in personal and role development.
Reviewing all business declines to ensure the best outcome was achieved or whether there may be another avenue we can offer.
Review any not taken up acceptances, and position solution to improve customer retention.
Designated contact for customers providing any additional support or help.
Skills
Candidates will ideally have experience in the Asset finance industry (Insurance, commercial finance and broker background will also be considered.
Proven sales experience over the phone to B2B Customers is also essential
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