Sales Support Coordinator

Residenciaonline; Lutterworth; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Sales Support Coordinator to facilitate the new business process for their finance division. This role involves managing broker leads, conducting financial analysis, and ensuring high levels of customer service. The ideal candidate will be a proactive communicator with strong problem-solving skills and a keen understanding of financial proposals. With hybrid work options available, this position offers the flexibility to thrive in a dynamic environment while contributing to the growth of the business. If you are passionate about finance and eager to make an impact, this is the perfect opportunity for you.

Qualifications

• Strong communicator with problem-solving skills.
• Self-motivated team player with a commercial outlook.
• Eager to learn, preferably from a financial background.

Responsibilities

• Manage leads from brokers and assist in structuring proposals.
• Conduct financial analysis of proposals and maintain customer service.
• Identify new business opportunities and support sales processes.

Skills

Understanding of Statutory Accounts

Ability to analyse and report on Financials

Commercial outlook on proposals

Understanding of security interests for funding

Ability to structure proposals into acceptable deals

Knowledge of contracts and their impact on debt collectability

Accurate administration and numeracy skills

Customer-focused

Job description

POSITION: Sales Support Coordinator (Broker Coordinator)

DEPARTMENT: Ultimate Asset Finance

RESPONSIBLE TO: Head of Broker Desk

LOCATION: Lutterworth. Hybrid and flexible work options available.

Overview

To assist in processing, generating, and securing new business for Ultimate Asset Finance by acting as a first contact point for applications for finance from broker introductions.

Assist with structuring and submitting New Business Reports from broker applications, coordinate the signing-up process for new clients, and work with the wider team to ensure the new business process is completed efficiently. Facilitate smooth transfer of clients between sales and operations.

The position requires adherence to our core values of Decency, Enterprise, and Brilliance.

Key Responsibilities

1. Manage leads from brokers and internal sources, including qualification and managing expectations and communications.
2. Review new business proposals and advise the introducer on structuring proposals to ensure complete applications.
3. Conduct financial analysis of proposals, including consolidated financials, and present summaries highlighting strengths or weaknesses.
4. Assist the sales team in structuring New Business Reports.
5. Facilitate deals from inception to completion, including issuing documentation and liaising with underwriters and payout teams to satisfy all conditions.
6. Maintain high levels of customer service.
7. Develop and promote understanding of UAF products among staff.
8. Identify new business opportunities and provide qualified leads to Regional Directors.
9. Attend networking events and exhibitions as required.
10. Support Sentinel assistance when needed.
11. Manage UAF database with high accuracy.
12. Identify relevant cross-sell opportunities.
13. Conduct client and competitor market or customer research as required.

Characteristics & Behaviours

• Strong communicator
• Problem solver
• Self-motivated
• Team player
• Confident and committed
• Adaptable
• Values-driven
• Organised
• Customer-focused and people-centric
• Proactive
• Approachable

Key Skills & Knowledge

• Understanding of Statutory Accounts
• Ability to analyse and report on Financials
• Commercial outlook on proposals
• Understanding of security interests for funding
• Ability to structure proposals into acceptable deals
• Knowledge of contracts and their impact on debt collectability
• Accurate administration and numeracy skills; personable, professional, reliable, confident; preferably from a financial/asset finance background with eagerness to learn
• Good understanding of facility types from underwriting to ongoing account management
• Commitment to high service levels
• Flexibility to perform other duties as required

We kindly ask not to be contacted by recruitment agencies, thank you.