Sales Support Executive

London

£35k pus bonus

Hybrid- 4 days in office

The Role:

BDM Support:

• Answers and handles phone calls from brokers (when BDMs in meeting/on other calls)
• Chases the gathering of stips directly with the broker
• Sends and chases contracts directly with the customer
• Supports BDM with conversion of lower value/ lower Risk Grade offers – directly with brokers

UW support:

• Verifies key legal, identity, contact, and banking details against source documentation.
• Confirm all stips received prior to funding, and SF is fully updated
• Ensures all bank details are clearly shown in the system and have been validated prior to pay-out

Finance support:

• Ensure we have full information needed for pay-offs to other lenders and these details are all loaded to SF (account name, sort code, account number, amount, reference)
• Check that DD Mandate will be set up in all cases (there are still deals being posted to RTF channel with no DD mandate setup).
• Set stage to "Ready to Fund" (there are still deals being posted to RTF channel with the stage not being set correctly)"

Admin support:

First port of call for all new applications, to check whether:

All the correct information has been received that is required for underwriting & ensure it meets our funding criteria

Obtain credit score for applications that have not passed automatically

• Liaise directly with the broker or directly with customer to ensure we have all the correct information needed for underwriting
• Pass the lead to the Operations Team for review when the complete information has been received
• Go back to the brokers to request any missing info that has been identified by the Ops team or Underwriter
• Support the BDMS or Ops team as the deal progresses, eg bank verifications

Knowledge, Skills and Abilities

• Strong communicator with clear speech and writing
• A good, personable telephone manner
• Can do attitude
• Ability to work in a fast paced environment
• A minimum of one years administration experience in a similar role with the financial sector.
• Excellent attention to detail
• Strong multi-tasking capabilities
• Ideally experienced in working with financial data
• Confident about the ultimate value of his/her decisions
• Active learner interested in applying Company standards to transactions
• Effective team player with the ability to work independently, exercise initiative and take ownership of projects
• Commitment to continuous improvement
• Sense of accountability and pride in his/her work
• Ability to communicate urgency, while working with detailed process requirements
• Proactive with managing their workflow from start to finish
• Confident in building relationships with internal team members & external clients