The Intermediary team are a broker channel where we have multiple partners sending introduced deals in to our Own Book. The partners are based all over the UK & offer a range of products from loan 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.
Please make sure you read the following details carefully before making any applications.
Description of Role & Key Responsibilities
* 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
Core Skills & Knowledge
* 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 and reasoning skills.
* WO Specific Knowledge: Knowledge of White Oak UK transaction procedures, processes and compliance protocols
Any Other Attributes - Not Essential
* High attention to detail
* Ability to work independently
* Excellent Telephone manner
* Considered Approach
* Exemplary time management
* Effective communication skills