POSITION: Sales Support Coordinator (Broker Coordinator)
DEPARTMENT: Ultimate Asset Finance
RESPONSIBLE TO: Head of Broker Desk
LOCATION: Lutterworth. Hybrid and flexible work options available.
Overview
To assist in processing, generating, and securing new business for Ultimate Asset Finance by acting as a first contact point for applications for finance from broker introductions.
Assist with structuring and submitting New Business Reports from broker applications, coordinate the signing-up process for new clients, and work with the wider team to ensure the new business process is completed efficiently. Facilitate smooth transfer of clients between sales and operations.
The position requires adherence to our core values of Decency, Enterprise, and Brilliance.
Key Responsibilities
1. Manage leads from brokers and internal sources, including qualification and managing expectations and communications.
2. Review new business proposals and advise the introducer on structuring proposals to ensure complete applications.
3. Conduct financial analysis of proposals, including consolidated financials, and present summaries highlighting strengths or weaknesses.
4. Assist the sales team in structuring New Business Reports.
5. Facilitate deals from inception to completion, including issuing documentation and liaising with underwriters and payout teams to satisfy all conditions.
6. Maintain high levels of customer service.
7. Develop and promote understanding of UAF products among staff.
8. Identify new business opportunities and provide qualified leads to Regional Directors.
9. Attend networking events and exhibitions as required.
10. Support Sentinel assistance when needed.
11. Manage UAF database with high accuracy.
12. Identify relevant cross-sell opportunities.
13. Conduct client and competitor market or customer research as required.
Characteristics & Behaviours
* Strong communicator
* Problem solver
* Self-motivated
* Team player
* Confident and committed
* Adaptable
* Values-driven
* Organised
* Customer-focused and people-centric
* Proactive
* Approachable
Key Skills & Knowledge
* Understanding of Statutory Accounts
* Ability to analyse and report on Financials
* Commercial outlook on proposals
* Understanding of security interests for funding
* Ability to structure proposals into acceptable deals
* Knowledge of contracts and their impact on debt collectability
* Accurate administration and numeracy skills; personable, professional, reliable, confident; preferably from a financial/asset finance background with eagerness to learn
* Good understanding of facility types from underwriting to ongoing account management
* Commitment to high service levels
* Flexibility to perform other duties as required
We kindly ask not to be contacted by recruitment agencies, thank you.
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