POSITION:Administrator (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 the broker applications, coordinate the signing up process for new Clients and work with the wider team to ensure the new business process is completed in good time and as effectively as possible. Assist in facilitating smooth transfer of clients between sales and operations.
The position will have expectations that our core values of Decency, Enterprise and Brilliance are met at all times.
KEY RESPONSIBILITIES:
1. Manage leads from brokers and/or internal sources, including qualification of the opportunity and managing expectations and communications at all times.
2. To review a new business proposal and aid the introducer on how best to structure full proposals, with a view Ultimate receiving a complete application first time.
3. To u...