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