J2763 - New Business Coordinator - UK, Gtr London / Surrey - Asset Finance

Job title: J2763 - New Business Coordinator - UK, Gtr London / Surrey - Asset Finance
Contract type: Permanent
Location: Surrey
Function: Customer Services Support
Salary: Excellent salary, bonus and benefits
Reference: J2763 - 1
Contact phone: +442037407222
Job Published: June 03, 2021

Job description

​​J2763 - Our client is seeking a New Business Coordinator to ensure that approved proposals have the correct documentation in accordance with Risk and / or Sales requirements and are passed to the Payout team within agreed deadlines for processing to activation and pay-out.

Excellent salary, plus excellent benefits and bonus. Location: UK, Gtr London / Surrey


  • Assist in collation of new business documentation to point of payment.

  • Liaise with business introducers to ensure correct and valid documentation and resolve any issues.

  • Where applicable phone end users to ensure equipment has been delivered and accepted by the end user.

  • Ensure all deals prepared to be paid-out are in line with credit acceptance terms and agreed introducer agreements; liaise with sales and risk to resolve any issues.

  • Ensure all deals prepared to be paid out are correctly loaded onto system.

  • Follow up with Payout Team regarding post pay-out deal conditions / requirements.

  • Manage logs and chase any outstanding deal document requirements.

  • Liaise with finance department regarding deal pricing and book funds for deals prior to pay-out where appropriate.

  • Second check deals prepared for payout by other New Business Co-ordinators.

  • Ensure the finance agreement is signed in accordance with signatory limits prior to passing to Payout Team.

  • Prepare reports for UK management relating to sales performance and related issues.


  • Minimum of 2 years previous experience in financial services.

  • Highly numerate and practical problem solving capabilities.

  • Good Customer care skills.

  • Good written and verbal communication skills.

  • Accuracy and attention to detail.

  • Good time management and organisation skills.

  • A strong team player.

We strongly favour applicants with proven relevant experience in Financial Services; particularly in Asset Finance and Leasing.

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Jane Theobald

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