Sales Support

Aimee Willow Connex Ltd; Chester; On-site; GBP 30,000 - 40,000; Full time

Job summary

A European Lending Platform in Chester is seeking a professional to support loan origination and process financial documentation. The ideal candidate will ensure compliance with AML policy and maintain document accuracy. Excellent communication and organizational skills are essential. Join a dynamic team and contribute to a growing company focused on SME and mid-corporate financing.

Qualifications

• Experience in financial documentation and compliance checks.
• Demonstrated capability to work independently and within a team.
• Strong computer literacy.

Responsibilities

• Support all origination channels to achieve business goals.
• Produce finance documentation and liaise with external funders.
• Ensure compliance with document holding periods and AML policy.

Skills

High accuracy levels

Excellent organizational skills

Strong communication skills

Ability to work under pressure

Tools

Leasesoft

Job description

Overview

Working for an FCA authorised and regulated European Lending Platform which provides capital to support SMEs and mid-corporates through its full suite of flexible lending products. A provider of loans and asset finance to SME businesses with both direct and broker routes to market. Direct business is funded either on its own book or placed with third party funders. Broker introduced business is funded on the own book.

Responsibilities

• Reporting to the Head of Credit Operations, you will be fundamental in supporting all origination channels to help the business achieve its goals. Sales support role is integral. Based in the core operational hub in Chester you will be an integral part of the Support team, which is collectively responsible for streamlining opportunities for Funding Operations processes.
• Production of all finance documentation for own book and external funder deals
• Processing external funder documentation received by post or email and submit to funder for pay-out
• Liaise with external funders & brokers to facilitate the full lending journey through to the pay-out process
• Completion of forensics sense checks and file checks of Supporting Information uploaded to File store
• Reviewing and assessing submitted documentation to meet credit conditions
• Satisfying information checks in line with AML policy
• Ensuring that contracts and supporting information are adequately signed in line with legislation
• Raising of Supplier Invoice Requests, checking in of supplier invoices and liaising with suppliers for outstanding invoices
• Processing signed documentation for pay-out
• EDI checking and matching on Leasesoft
• Loading all deals on to Leasesoft, ensuring accuracy of information
• Activating deals and signing finance documentation
• Action supplier, broker and referrer approval requests, completing all relevant searches and escalating to relevant teams if required (additional)
• Archiving of all hard copy documents
• Management of documents with the focus of maintaining compliance with the document holding periods
• Ensuring documents are electronically provided to treasury assistant for funding processes
• Complete delivery checks as and when required
• Demonstrate a complete commitment to delivering excellent customer service to the stakeholders
• Conduct yourself professionally at all times and communicate in an acceptable manner to all stakeholders (both internal and external)
• Ensure accuracy of information across systems
• Any other request deemed reasonable from your line managers

Experience

• Product knowledge of professional loans, asset finance and leasing products advantageous but not essential
• Capable of working independently as well as part of a team
• Demonstrate high accuracy levels
• Ability to work under pressure
• Excellent communication skills in all forms
• Commitment to achieving the highest standard
• Excellent organisational and time management skills
• Computer literacy