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Role Overview:
- Working within the existing Broker Channel to help increase new business volumes by performing various sales administration tasks. Working closely with internal departments and brokers to ensure the seamless passage of sales enquires to proposals and, paid out finance facilities.
- This is a fast-paced, time critical and demanding role in what can be a pressurised environment and requires good verbal and written communication, numeracy, and organisational skills. In addition, it requires a flair for sales and the ability to help achieve company broker sales targets through first class service and positive experience, both internally and externally.
Main Duties and Responsibilities:
- Managing new business enquiries from brokers.
- Advise brokers on information needed to support a finance requirement and how to submit a finance proposal.
- Understand our pricing, lending policy/ appetite and develop a general market awareness of different Funders credit policy/rates.
- Collaborate with brokers, to deliver a success drawdown of approved finance facilities.
- Provide general guidance to brokers regarding our finance agreements and supporting documentation.
- Consult with Brokers to manage outstanding proposals and convert to live agreements.
- Deal with ad hoc broker enquiries on pricing, lending policy and asset appetite.
- Answer broker enquires, telephone calls & emails.
- Any other reasonable tasks at the request of the company management.
Key Skills:
- Must be self-motivated and be able to work on own initiative.
- Work well within a small team whilst working independently.
- Have effective communication skills, both written and verbal and have excellent telephone manner.
- Be able to build positive professional working relationships with our Brokers.
- Good numeracy skills essential and confident working with numbers.
- Be hard working, proactive and enthusiastic.
- Strong time management skills and ability to prioritise workloads.
- Focused on delivering targets.
- Identify opportunities to deliver good service and maximise sales opportunities.
- Be willing to take on additional and varied tasks to support the business requirements.
Experience/Qualifications:
- Knowledge of the leasing industry preferred or worked within a broker environment.
- Working in a New Business/Sales environment would be advantageous.
- IT literate. Knowledge of Microsoft Excel and Word
- Good standard of Education.
