Finance Onboarding & Credit Solutions Coordinator

Farol Ltd; United Kingdom; On-site; GBP 28,000 - 30,000; Full time

Benefits offered by this job

Company pension

Employee discount schemes

Employee wellbeing service

Cycle to work scheme

Up to 25 days holiday

Job summary

Farol Ltd is seeking a Finance Onboarding Coordinator to manage the end-to-end onboarding process for our customer base in the United Kingdom. The role focuses on facilitating onboarding applications (KYC) to finance houses, promoting and securing revolving credit facilities, and providing administrative support to the wider Sales Administration team.

The successful candidate will be highly organised, customer-focused and capable of handling multiple tasks in a fast-paced environment.

Qualifications

• Experience in customer onboarding, sales administration, finance administration, or customer service roles.
• Strong administrative and organisational skills with attention to detail.
• Excellent verbal and written communication abilities for customers and internal teams.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Experience using CRM systems and Microsoft Office tools in a sales support context.

Responsibilities

• Coordinate end-to-end onboarding for new and existing customers ensuring compliance with policies and regulatory requirements.
• Liaise with customers to obtain required documentation and information.
• Maintain accurate customer records within CRM and internal systems.
• Proactively identify opportunities to introduce revolving credit facilities.
• Assist with order processing and customer account management activities as required.
• Handle incoming customer inquiries and direct them appropriately.
• Provide ad hoc administrative support to the Sales Administration manager.

Skills

Customer onboarding experience

Administrative & organisational skills

Verbal & written communication

Multi-tasking & deadline management

Customer service mindset

Sales support experience

Tools

CRM software

Microsoft Excel

Outlook

Word

Job description

Farol Ltd is seeking a Finance Onboarding Coordinator to manage the end-to-end onboarding process for our customer base in the United Kingdom. The role focuses on facilitating onboarding applications (KYC) to finance houses, promoting and securing revolving credit facilities, and providing administrative support to the wider Sales Administration team.

The successful candidate will be highly organised, customer-focused and capable of handling multiple tasks in a fast-paced environment.