J3124 - New Leaf Search has partnered with a bank based specialist financial services organisation in their search for an Internal Sales / Pre-Credit Analyst. You will develop new business opportunities through the provision of high levels of service to Customers, Introducers and Suppliers as well as prepare and upload new business proposals in readiness for credit review.
Salary: c£37,000 plus excellent bonus and benefits. Location: UK, Surrey (Hybrid).
Effectively develop new business opportunities through the provision of high levels of service to Customers, Introducers and Suppliers.
Manage the day-to-day flow of the Indirect deals from Originations through to Pay-outs.
Triage of Agreement in Principle deals to be completed in a timely manner, refers reviewed within agreed SLAs.
Triage of deals to include a full review of the proposal and completion of any calculators to ensure policy adherence.
Preparation of new business proposals, and the loading onto systems, in a full state ready for credit to review.
Assist with credit line drawdowns.
Analyse financial information and recommend way forward based on the information provided.
Arrange asset valuations and inspections where required.
Liaise with internal and external stakeholders; Credit, Collections, Brokers & Broker Managers on the outcomes of Contracts.
Develop new business opportunities by building and maintaining relationships with clients and introducers and by providing an efficient and high-quality service.
Carry out relevant credit & ancillary searches on each customer at onboarding.
Assist with producing, tracking, and administering documentation.
Ensure high standards are maintained in respect of all records and documentation.
Answer general and specific account enquiries from FCT, QA, Data Retention, Customer Services and Collections
Communicate and escalate potential issues/risks in a prompt and effective manner.
At least 3 years in a Leasing/Finance internal sales/credit/operations role.
Computer literate (good knowledge of MS Office suite – Excel, Word).
Ability to communicate at all levels and able to build and develop relationships with clients and introducers of business.
Ability to produce and maintain accurate new business records and spreadsheets.
High level of numeracy and an understanding of financial calculations.
Methodical in approach with a meticulous attention to detail.
Good organisational skills.
Flexible and adaptable.
Ability to work as part of a team – Team player.
Customer Focused approach.
We strongly favour applicants with proven, relevant experience in Financial Services; particularly in Asset Finance and Leasing.
Applicants will only be considered with relevant in-country experience.