Full job descriptionSales 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