Job Description
Account Executive- Asset Finance
Liverpool City Centre
Office Based
The Role
Our Client is a young, innovative but established finance company, aiming at supporting entrepreneurs and SMEs to access funds needed for growth.
Our Client has been fuelled by a dedication to providing business owners with the highest service quality. By providing flexible finance options, empowers companies to realise their potential – to grow, prosper and flourish.
Due to rapid growth, Our client is looking for an Account Executive. The purpose of this role is to ensure the timely processing of all finance enquiries and applications from inception to pay out.
As an Account Executive you will be required to deliver high service standards to both introducers and customers, offering best customer outcomes and an efficient service.
Account Executive responsibilities include but not limited to:
* Prospecting and updating customer database, identifying any further requirements for customers and building relationships, whilst securing new business whilst diarising future contact.
* Building and maintaining relationships with established and new customers to increase business into the Company and grow the department.
* Working as part of the department and working to meet and exceed personal and departmental goals.
* Liaising with lenders, customers and suppliers to ensure best customer outcomes and high service standards are met.
* Contacting customers to obtain any financial documentation for underwriting.
* Raising quotations from lenders, documenting correctly and quoting customer.
* Obtaining any ancillary documentation or information that may be required to process an application.
* Reviewing financial documentation received and processing application to the appropriate funder.
* Timely processing of all applications.
* Ensuring all documentation is processed accurately and in a timely manner
* Contact with the underwriting and lender support teams to ensure service standards are being met.
* Ensure all tasks are completed and delivered in line with agreed deadlines and service standards.
* Attend training courses that are identified to assist in personal and role development.
* Reviewing all business declines to ensure best outcome was achieved or whether there may be another avenue we can offer.
* Review any ‘not taken up’ acceptances, position solution to improve customer retention.
* Designated contact for customers providing any additional support or help.
Experience
* Asset Finance experience
* Experience of developing a pipeline of business and deliver against sales targets
* Strong sales focus and motivated to achieve targets
* Direct Lender or Broker experience
* Ideally in a new business role / will look AM roles but really after a new business ‘hunter’
* Existing customer base nice but not essential (appreciate there may be short term restrictions with non-compete)
* Proven track record
* NW based can commit to being officed based
.