Sales Support Executive

Aimee Willow Connex Ltd; England; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial services provider is seeking a Sales Support Executive to join their hybrid team in Warrington. This role involves producing finance documentation, liaising with external funders, and ensuring compliance throughout the lending process. The ideal candidate will possess strong communication skills, demonstrate high accuracy levels, and thrive under pressure. Join a dynamic support team committed to delivering excellent customer service.

Qualifications

• Experience in finance documentation production.
• Capability to work both independently and as part of a team.
• Commitment to achieving high standards.

Responsibilities

• Produce all finance documentation for funder deals.
• Liaise with funders & brokers throughout the lending journey.
• Review and assess documentation to meet credit conditions.
• Ensure compliance with documentation and AML policy.
• Deliver excellent customer service to all stakeholders.

Skills

Excellent communication skills

High accuracy levels

Organisational skills

Ability to work under pressure

Computer literacy

Job description

Sales Support Executive
Warrington
Hybrid working

The Role

Oursales support role is integral. Based in the core operational hub in Warrington, you will be an integral part of the Support team, which is collectively responsible for streamlining opportunities for Funding Operations processes.

Responsibilities

• Production of all finance documentation for own book and external funder deals.
• Email and submit to the funder for payout.
• 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 the 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 payout.
• EDI checking and matching on Leasesoft.
• Loading all deals onto Leasesoft, ensuring the 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).
• Management of documents with the focus of maintaining compliance with the document holding periods.
• Ensuring documents are electronically provided to the 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 acceptably to all stakeholders (both internal and external)
• Ensure accuracy of information across Systems.
• Any other request deemed reasonable by your line managers.

Experience

• Product knowledge of professional loans, asset finance, and leasing products is 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.