Sales Support Executive

Your tasks

BDM Support

• Answers and handles phone calls from brokers (when BDMs in meeting/on other calls)
• Chases the gathering of stips directly with the broker
• Sends and chases contracts directly with the customer
• Supports BDM with conversion of lower value/ lower Risk Grade offers – directly with brokers

UW support

• Verifies key legal, identity, contact, and banking details against source documentation.
• Confirm all stips received prior to funding, and SF is fully updated
• Ensures all bank details are clearly shown in the system and have been validated prior to pay-out

Finance support

• Ensure we have full information needed for pay-offs to other lenders and these details are all loaded to SF (account name, sort code, account number, amount, reference)
• Check that DD Mandate will be set up in all cases (there are still deals being posted to RTF channel with no DD mandate setup).
• Set stage to "Ready to Fund" (there are still deals being posted to RTF channel with the stage not being set correctly)"

Admin support First port of call for all new applications, to check whether:

All the correct information has been received that is required for underwriting & ensure it meets our funding criteria

Obtain credit score for applications that have not passed automatically

• Liaise directly with the broker or directly with customer to ensure we have all the correct information needed for underwriting
• Pass the lead to the Operations Team for review when the complete information has been received
• Go back to the brokers to request any missing info that has been identified by the Ops team or Underwriter
• Support the BDMS or Ops team as the deal progresses, eg bank verifications

Requirements

Knowledge, Skills and Abilities

• Strong communicator with clear speech and writing
• A good, personable telephone manner
• Can do attitude
• Ability to work in a fast paced environment
• A minimum of one years administration experience in a similar role with the financial sector.
• Excellent attention to detail
• Strong multi-tasking capabilities
• Ideally experienced in working with financial data
• Confident about the ultimate value of his/her decisions
• Active learner interested in applying Company standards to transactions
• Effective team player with the ability to work independently, exercise initiative and take ownership of projects
• Commitment to continuous improvement
• Sense of accountability and pride in his/her work
• Ability to communicate urgency, while working with detailed process requirements
• Proactive with managing their workflow from start to finish
• Confident in building relationships with internal team members & external clients