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    Inbound Support Co-Ordinator - Chester, United Kingdom - Aimee Willow Connex Limited

    Aimee Willow Connex Limited
    Aimee Willow Connex Limited Chester, United Kingdom

    1 week ago

    Default job background
    Full time Banking / Loans
    Description
    The Role and Responsibilities
    • Issue/fulfil partner trading agreements, approvals, and system registration process.
    • Partner/broker set up and updating of internal systems such as CRM/Salesforce/Pivot platforms.
    • Assisting with the raising and fulfilment of finance agreements and all associated documentation for finance Lease/Loan/Purchase.
    • Fulfilment of 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 or End-users.
    • Handle inbound transaction enquiries across our dedicated broker/partner support telephone lines.
    • Complete effective transaction communication with our partners and End-Users by telephone and email or through systems.
    • Effectively manage email work queues for the inbound sales and Broker Business.
    • Communicate with partners to drive transaction completion.
    • Ensure commercial objectives are achieved by proactively chasing pipeline business.
    • Maintain accurate reporting as required to enable weekly reviews.
    • Complete End-User compliance such as achieving signed Trading Agreements.
    • Work effectively to support both customers being our partners and our inbound sales/broker function.
    • Raise any broker or End-User objections or complaints to the relevant sales individual or the Head of Dept to resolve.
    • Work closely with the credit dept. to achieve an efficient service to our partners and achieve satisfactory acceptance rates, including the ability to pre-underwrite and file an appeal on behalf of the broker/partner.
    • Any other duties as requested by your line manager as deemed reasonable.
    The Requirements
    • Product Knowledge: Sound awareness of commercial loans & asset finance products and the indirect sales model including; Broker, digital partners, supplier and Vendor.
    • Technical Knowledge: AML/KYC, Finance Agreements, Computer Applications, Credit & Documentation processes and requirements.
    • Relationship Management: 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.
    • Analytical Skills: Ability to engage in logical reasoning and analysis. Demonstrate high accuracy levels. Excellent organisational, time management and reasoning skills.
    • High attention to detail.
    • Proven sales administration experience.
    • Ability to work independently.
    • Excellent Telephone manner.
    • Considered Approach.
    • Exemplary time management.
    • Effective communication skills
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