The Intermediary team are a broker channel where we have multiple partners sending introduced deals into our Own Book. The partners are based all over the UK & offer a range of products from loans to asset. The purpose of this role is to handle inbound enquiries, build relationships & help get the introduced business from proposal stage through to payout as smoothly as possible.  

 

 • Complete effective deal transaction communication with our partners.

• Handle inbound enquiries across our dedicated broker/partner support communication channels

 • Partner/broker set up and updating of internal systems.

• Reviewing Broker performance & communicating any feedback

• Working with Head of Sales (HoS) to support preferred partners & build on new & existing relationships

• Issue partner trading agreements, approvals, and system registration process

 • Complete and manage proposals, including obtaining any required credit information from our partners or End-users

• Assisting partners with the raising and fulfilment of all finance agreement types and all associated documentation

 • Work with HoS to ensure commercial objectives are achieved by proactively chasing pipeline business

• Maintain accurate reporting and system records as required to enable partner reviews

• Work effectively to support introducers to drive volumes

• Raise Broker or End-User objections or complaints to the relevant sales individual or the Head of Intermediaries

 • Work closely with the credit to provide an efficient service and achieve satisfactory acceptance rates, including the ability to pre-vet proposals and file an appeal on behalf of the broker.

 • Any other duties as requested by your line manager as deemed reasonable

 

Product Knowledge:

Sound awareness of commercial loans & asset finance products and the Broker model

 • 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