Sales Administration ‒ Asset Finance

Leasing Life; Greater London; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

26 days holiday

Contributory pension

Life insurance

Private medical insurance

Season ticket loans

Job summary

Leasing Life is seeking a Sales Administrator for their Asset Finance team in London City, offering a hybrid work environment. Responsibilities include managing proposal workloads, ensuring customer service excellence, and providing administrative support. The ideal candidate should have strong organizational skills, attention to detail, and be numerate and literate. The position offers a competitive salary of £30k-£35k plus benefits such as private medical insurance and a contributory pension.

Qualifications

• Must be highly numerate and literate with good organisational skills.
• Ability to develop knowledge of asset finance and take on new responsibilities.
• Ability to work under pressure and manage time effectively.

Responsibilities

• Responsible for proposal preparation and KYC in the Asset Finance Department.
• Manage proposal workload ensuring excellent customer service.
• Monitor and prepare proposals for underwriters and perform due diligence.

Skills

Organisational skills

Numeracy and literacy

Attention to detail

Communication skills

Information management

Time management

Tools

Word

Excel

PowerPoint

Outlook

Job description

Sales Administration ‒ Asset Finance

Salary: £30k-£35k plus great benefits

Hybrid: Three days office and two days home-based

Location: London City

Working for a fast-growing innovative lender, we have several opportunities for candidates to join the New Business administration team.

You will be responsible for the proposal workload (proposal preparation and KYC) within the Asset Finance Department, ensuring excellent customer service in line with the service level agreement. Also providing administrative support for broker management process including onboarding and regular reviews.

New Business

• Monitor new proposals received from approved third-party intermediaries for Asset Finance
• Prepare a proposal for underwriters by performing basic credit searches
• Load proposals onto the administration system within agreed service levels
• Perform relevant level of Customer Due Diligence on all approved proposals in line with Bank CDD procedures by assessing customer financial crime risk
• Escalate proposals for Financial Crime approval where appropriate
• Maintain the broker database
• Assisting Sales in setting up new brokers by performing appropriate due diligence and preparing relevant documentation
• Assisting Sales with regular broker review process by performing appropriate due diligence and preparing relevant documentation
• Assisting Sales in the broker closure process by preparing relevant documentation

General

• Assist with the development and maintenance of policies and procedures for the Asset Finance and Professional Lending products
• Ensure compliance with bank policies and procedures
• Ad hoc work as required, both in relation to the duties mentioned above and otherwise
• Assist with any projects relating to the work of the department as required

Skills and Experience

• Basic requirements
• Highly numerate and literate
• Good organisational skills
• An ability to take on new responsibilities and develop knowledge of asset finance
• A keen eye for detail and the ability to manipulate information databases
• Ability to work with figures and translate information into reports
• Ability to communicate accurately, both verbally and in writing
• Highly organised with excellent time management skills, with the ability to work under pressure to tight timescales whilst paying attention to detail

Technical Knowledge

• Word
• Excel
• PowerPoint
• Outlook

Competitive Salary and Bonus package includes

• 26 days holiday
• Contributory pension
• Life insurance / income protection / critical illness cover
• Private medical insurance
• Season ticket loans

Contact Julie for more information: 01279713900