Broker Out Executive

Aimee Willow Connex Limited; Birkenhead; On-site; GBP 25,000 - 35,000; Full time

Job summary

A finance company in Birkenhead is looking for a Broker Support Specialist to facilitate broker inquiries, assist with proposal management, and ensure efficient onboarding. The ideal candidate should possess strong customer service and communication skills to maintain relationships with brokers and funding partners. Join a dynamic team focused on empowering SMEs and entrepreneurs through flexible finance options and superior service.

Qualifications

• Strong communication skills to address broker enquiries.
• Experience in managing documentation for proposals.
• Ability to maintain relationships with multiple funding partners.

Responsibilities

• Serve as the first point of contact for all broker enquiries.
• Assist sales reps with proposal submissions and documentation.
• Ensure smooth onboarding for new brokers.

Skills

Customer service

Communication

Documentation management

Job description

Job Description

A young, innovative, but established finance company, aiming at supporting entrepreneurs and SMEs to access the funds needed for growth. Its growth has been fuelled by a dedication to providing business owners with the highest service quality. By providing flexible finance options, they empower companies to realise their potential to grow, prosper and flourish.

Responsibilities

• Serve as the first point of contact for all broker enquiries, providing prompt and accurate responses.


• Assist sales reps with proposal submissions, documentation requirements, and deal progress updates.


• Ensure smooth onboarding for new brokers, including due diligence and system training.


• Coordinate with 30+ funding partners to ensure timely and efficient credit decisions, pay-outs, and documentation.


• Maintain strong relationships with funder contacts to resolve queries or escalate issues as needed.


• Monitor proposal pipelines and manage deal flow through to completion.


• Track proposal status, manage documentation workflo...