Financial Services Customer and Sales Support

Your new company

Having recently moved in to brand-new offices, you will be joining a fast-paced and friendly team.

Your new role

• To maintain relationships with suppliers, customers, and account managers, keeping them regularly updated throughout the proposal process.
• Accurately input data onto relevant systems completely, accurately and in accordance with GDPR guidelines.
• Raise appropriate documents to the expected standard, and ensure all information is accurate.
• To contact external customers (broker/vendor/direct) to gain information required to establish customer credit approval and pass this information on for underwriting decisions to be made.
• To undertake all administrative tasks to support account managers.
• To see each deal through from initial quote to the payout stage.
• Provide accurate and up-to-date information to the credit team, ensuring lease documents are completed correctly, and liaise with suppliers to arrange deliveries.
• To support the pre-underwriting process by conducting appropriate due diligence checks (e.g. credit/land registry searches) as required and to ensure this is done prior to handover to the underwriting team.
• To progress, chase, and follow up all accepted proposals for updates to ensure efficient payout.
• Maintain comprehensive and up-to-date customer account records on relevant systems and databases.
• To assist when required with the daily administration of payouts and the activation of HP & Lease documents in a quick and efficient manner.

What you'll need to succeed

Can do attitude and a willingness to be adaptable to thrive in a dynamic and fast-paced environment.

Brand-new offices

What you need to do now

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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