Function and Job Purpose
Reporting to the Head of Credit Operations, 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.
Based in the core operational hub in Chester you will be an integral part of the Support team, which is collectively responsible for streamlining opportunities for Funding Operations processes.
Description of Role and 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 & brokers to facilitate the full lending journey through to 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 WOUK 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 and Knowledge
Product knowledge of professions loans, asset finance and leasing products advantageous but not essential
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
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