The Role and Responsibilities
1. Issue/fulfil partner trading agreements, approvals, and system registration process.
2. Partner/broker set up and updating of internal systems such as CRM/Salesforce/Pivot platforms.
3. Assisting with the raising and fulfilment of finance agreements and all associated documentation for finance Lease/Loan/Purchase.
4. Fulfilment of financial transactions to pay out including effective control of staged payments and certificate of acceptances.
5. Complete and manage finance proposals including obtaining any required credit information from our partners or End-users.
6. Handle inbound transaction enquiries across our dedicated broker/partner support telephone lines.
7. Complete effective transaction communication with our partners and End-Users by telephone and email or through systems.
8. Effectively manage email work queues for the inbound sales and Broker Business.
9. Communicate with partners to drive transaction completion.
10. Ensure commercial objectives are achieved by proactively chasing pipeline business.
11. Maintain accurate reporting as required to enable weekly reviews.
12. Complete End-User compliance such as achieving signed Trading Agreements.
13. Work effectively to support both customers being our partners and our inbound sales/broker function.
14. Raise any broker or End-User objections or complaints to the relevant sales individual or t...