Job description
J3202 - Our client is seeking a New Business Coordinator (on a 12 month Fixed Term Contract) 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, Greater London / Surrey (Hybrid).
KEY RESPONSIBILITIES:
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 Pay-out 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 pay-out by other New Business Co-ordinators.
Ensure the finance agreement is signed in accordance with signatory limits prior to passing to Pay-out Team.
Prepare reports for UK management relating to sales performance and related issues.
PERSON SPECIFICATION:
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.
Applicants will only be considered with relevant in-country experience.
