Based out of their Sale office 4 days per week during probabation and then hybrid 3/2.

 

 

– Manging inbound requests from internal teams such as Sales, Account Managers and Broker Support, ensuring compliance with relevant policies and service level agreements.

 

– Conduct customer due diligence, including risk assessments, verification of beneficial ownership and validation of identity and address documents.

 

– Prepare and issue finance and securing documentation in line with credit approvals, regulatory requirements and internal policies.

 

– Complete pre-payout checks, ensuring agreement and asset details are accurately captured in the lending system before funds release.

 

– Maintain accurate system updates and communicate application status as needed.

 

– Provide clear, prompt assistance to internal teams, customers, brokers and suppliers via phone and email, escalating complex issues where required.

 

– Work effectively with other departments to ensure seamless communication and problem-solving for brokers and customers.

 

– Process payments to suppliers and intermediaries in a timely and compliant manner.

 

– Manage post-execution tasks, including portal updates, security registration, welcome documentation, an allocation of deposits.

 

– Keep accurate record of customer interactions and transactions using our internal system.

 

– Provide overflow and contingency cover to the customer services team.

 

 

– Able to demonstrate accuracy and strong attention to detail.

 

– Proven experience of working proactively and taking initiative.

 

– An ability to work independently as well as part of a team.

 

– Numerate with analytical ability.

 

– Able to engage with both customers and colleagues at all levels of seniority and other internal departments.

 

-Strong stakeholders management skills, able to develop and maintain relationships both internal and externally.

 

– Worked with customers, demonstrating high standards of service and providing excellent customer outcomes.

 

-Previous knowledge and experience of the Financial Services Industry and similar operational or customer facing roles.

 

– Previous knowledge and experience of the Asset Finance Industry.

 

– Good knowledge of Microsoft products.