Aimee Willow Connex

Telemarketing Executive Central Brighton : Full time office based Salary : £24k-£26k OTE Uncapped Comms RESPONSIBILITIES Provide Constant and excellent telemarketing to generate new business appointments for our Regional Sales Directors. Work with high-volume calls and duration targets Build and maintain the company's contact management database/CRM platform 'Goldmine' per the sales pipeline and marketing campaign reporting demands. Coordinate new business meetings with the Sales directors Manage and maintain lead referrals through the Sales Pipeline. Work with the wider Marketing Team to follow up on tactical campaigns. Effective planning of time and tasks to ensure monthly sales and calling targets are achieved Work with the Regional Sales Directors to identify target prospects, taking on board feedback from past prospect meetings. Risk & Compliance: Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required. WE WOULD LOVE TO HEAR FROM YOU IF YOU: Have Experience of using a CRM system Have experience in outbound B2B telesales Possess good interpersonal skills Have the ability to demonstrate excellent telephone sales

Business Development Manager- Bridging Warrington £35k-£50k plus bonus The Role As a Business Development Manager, you will be responsible for generating new business opportunities through the development of broker, introducer and professional relationships. You will work closely with the Head of Sales, Underwriting Team and Operations Team to identify, structure and convert lending opportunities whilst delivering an exceptional customer experience throughout the process. The successful candidate will already possess a strong understanding of the bridging finance market and will ideally have an established network of active broker relationships that can be developed further within the role. You will be expected to represent the business professionally within the market and become a trusted point of contact for brokers seeking specialist property finance solutions. Responsibilities Generate new lending opportunities across our Finance's product range. Develop and maintain a portfolio of active broker and introducer relationships Conduct regular broker meetings, presentations and relationship reviews. Identify and onboard new broker relationships. Build and maintain a sustainable pipeline of lending opportunities. Achieve agreed lending and business development targets. Actively promote our products and lending proposition. Conduct regular broker meetings, presentations and relationship reviews. Build strong relationships with mortgage brokers, specialist finance brokers, packagers and introducers. Become a trusted point of contact for brokers seeking lending solutions. Provide excellent service and responsiveness throughout the customer journey. Insure relationships are maintained through regular contact and engagement. Identify opportunities to strengthen broker loyalty and increase repeat business. Review and assess new enquiries at an initial level. Assist brokers in structuring transactions to fit lending criteria. Work closely with underwriters to progress opportunities efficiently. Manage opportunities from initial enquiry through to completion. Maintain regular communication with brokers throughout the application process. Ensure opportunities introduced are aligned with company risk appetite and lending policy. Represent us at industry events, networking functions and exhibitions. Increase awareness of our brand within the intermediary market. Monitor competitor activity and market trends. Identify areas for growth and new business opportunities. Provide market feedback to assist with product development and proposition enhancement. Skills Proven experience operating in a Business Development, Relationship Management or Sales role. Minimum 1-2 years' experience within bridging finance, specialist property finance or development finance. Strong understanding of bridging finance products and lending structures. Experience building and maintaining professional broker relationships. Excellent communication, presentation and negotiation skills. Commercially aware and target driven. Strong organisational and time management skills. Ability to build trust and credibility with professional introducers. Full UK driving licence.

Lending Operations Coordinator Warrington £30k-£40k depending on exp The Role The Lending Operations Coordinator will be responsible for supporting the complete lifecycle of a bridging loan. Working closely with Business Development Managers, Underwriters and Portfolio Managers, you will play a key role in ensuring cases progress efficiently from initial enquiry through to completion and eventual redemption. This is an ideal role for someone looking to build a long-term career within specialist property finance, underwriting or operations. Responsibilities Assist with the processing and triage of new enquiries. Liaise with brokers and borrowers to obtain information required for indicative terms. Maintain accurate records within the CRM system. Support Business Development Managers with case progression. Prepare and issue terms and supporting documentation. Provide excellent customer service throughout the enquiry process. Gather and review application documentation. Conduct preliminary due diligence checks. Order and monitor valuations and searches. Liaise with solicitors, valuers and borrowers. Assist underwriters in preparing cases for credit assessment. Ensure files are fully compliant and accurately maintained. Monitor outstanding requirements and proactively chase documentation. Support the ongoing management of completed loans. Monitor loan maturities and redemption dates. Assist with redemption statements and loan settlements. Manage post-completion administration. Liaise with borrowers regarding extensions, redemptions and ongoing requirements. Maintain accurate portfolio records and reporting. Assist with arrears monitoring and routine portfolio administration. Skills Strong organisational and time-management skills. Excellent telephone and written communication skills. Ability to prioritise multiple tasks and deadlines. High attention to detail. Professional, confident and proactive approach. Competent with Microsoft Office applications. Ability to work effectively within a team environment. Previous experience in mortgages, bridging finance, property finance, banking or financial services. Experience working with brokers, lenders, solicitors or professional introducers. Knowledge of specialist lending products. Experience using CRM systems.

You will need to develop a deep understanding of the asset finance businesses, products and processes. You'll use your exceptional interpersonal skills to deliver good customer outcomes ensuring alignment to divisional objectives. An inquisitive nature, strong initiative, problem solving skills and a customer-first approach are key to success in this role. RESPONSIBILITIES Customer: Mitigate losses to the bank through early engagement with customers in financial difficulty and deployment of appropriate collections and recoveries strategies Confidentially and empathetically communicate with customers through channels including telephone, post and email Understand customer circumstances through appropriate techniques, including structured questioning and use of income and expenditure analysis Provide clear explanations of repayment options and independent sources of debt advice to empower customers to make informed decisions Identify and respond to customer vulnerability ensuring an appropriate level of care, seeking additional support where needed. Policies & Procedures: Apply the Collections and Recoveries Standards, and associated procedures, to all customer dealings Identify and log customer dissatisfaction in an appropriate and professional manner whilst adhering to complaints/escalation process Escalate complex queries or situations that cannot be resolved at first instance Identify improvements to enhance customer and/or Bank outcomes Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required Requirements Prior experience in collections/recoveries, ideally in relation to lending products Experience with vulnerable customers Exceptional communication and interpersonal skills Excellent analytical skills, with the ability to assess customer circumstances and identify appropriate strategies, applying judgement and decision making skills The ability to demonstrate emotional intelligence, resilience and empathy Strong teamwork skills, able to collaborate effectively while maintaining individual workload in a fast paced environment Not Essential: Deliver excellent customer service via previous customer facing roles with excellent and professional telephony skills Knowledge of collections and recoveries regulatory requirements and industry standards Proficiency in Alfa Financial Software

Relationship Manager Invoice Finance (North) Hybrid Working £40k-£55k Salary dependant on experience Role Overview The primary responsibilities of the successful candidate is to: Build and develop strong relationships with a mixed portfolio of clients to maximise retention and maintain contract renewals at an acceptable level. Support the daily responsibilities of the Relationship Executives to maximise funding available. Develop and maintain appropriate risk and recoveries management, including regular client reviews, visits and audits. Prepare and contribute to Monthly Portfolio Reviews Meetings and contribute to risk and client strategy discussions within the portfolio. Make funding decisions on all clients within the portfolio, including overseeing the setting of invoice funding, concentration and credit limits within credit authority levels and communication of funding decisions with clients. Support the on-boarding process (take on's) for prospective clients, leading communication with Sales and the prospective client. Support new business and growth through efficient communication with sales team, deal structuring and underwriting process. Deal with all customer matters efficiently, fairly and consistently in line with cultural values. Skills Excellent written and verbal communication Ability to analyse and report information Full UK driving license is essential Experience 5+ years' experience in Invoice Finance or similar industry 3+ years' experience in Operations and client-facing roles Qualifications Relevant ABFA/UK Finance qualification (foundation or certificate)

Purpose of the Role: To provide support to the Client Manager/Senior Client Manager and Commercial Director, in delivering innovative funding solutions and outstanding customer service to clients operating on factoring. Key Responsibilities: Main tasks To be 1st point of contact for clients on any operational query ensuring feedback from clients remain positive at all times. To liaise across offices and operational teams on a regular basis. To identify, check and clear all soundings within a timely manner. Process client payments. Any system training for the clients is to be carried out within 24 hours of pay out. Complete security reviews within one month of the due date. Review the Ideal dashboard weekly and correspond with the clients in regard to any reconciliation variances that are identified, with any concerning or persistent variances being communicated back to the CM or SM. Ideal contra matching to be reviewed quarterly to ensure the system is matching the correct debtors/creditors. Diarise all ongoing conditions set by the CM at take on, ensuring they are reflected on risk factor and update risk factor where required, this must be at least monthly. Log all management accounts and year end accounts into risk factor, chase MI monthly - ensure all financial information is scanned onto the client file. Input D&B searches for top 5 debtors on Ideal clients, to be updated annually. Assist with client overpayments during SM/CM absence. Complete facility transfer instructions for disclosure team, banking team, security team. Issue notice of failure and apply all fees' following client failure. Close down all terminated accounts and reassign sales ledger- issue notice of termination. Complete Inter factor transfers where applicable (preparation of ABFA letters A, C, E, F calculation of the redemption figure, closing down the account, instruction for banking). Issue instructions to securities for the raising of any facility changes (side letters) monitor its receipt and make the necessary changes to the system and risk factor as well as updating the open document used for the security review. Issue instructions for CPU banking (request for future bank receipts, weekly refunds, remittance advice required for unrecognised cash item). Issue instructions for CPU finance (currency exchange transactions). Manual calculation (due to the specific nature of the facility or system inability to accommodate deal requirements): monthly minimum fee calculation, export and group concentration calculation, refer shuffle, monetary funding limit set on Ideal while system operate only percentage limits, monitoring of Bill and Hold, maintenance, stage elements of works in comparison to approved debt, stock calculation). Accompany CM to client visits as and when required. Risk and Compliance: Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required. Skills and Experience: Essential: Numeric and computer literate. Industry knowledge. Customer service focus. Knowledge of Microsoft office applications. .

Relationship Manager Leeds - Garforth Hybrid Working Salary: £35k OTE £55K The Relationship Manager will be acting as a point of contact for our appointed representative network, dealing with enquiries and packaging and structuring opportunities to present to our lender panel. From obtaining approval, the Relationship Manager will be responsible for managing the deal through to drawdown, liaising with the client, the AR and the lender. Responsibilities include Structuring and executing lending transactions for asset finance, property finance and unsecured loan business Answering general enquiries from our appointed representative network Regular dialogue with lender panel to develop and cultivate relationships Regular internal meetings to refine and enhance product knowledge Managing own pipeline of enquiry and lending cases Attending internal operational forums Support the network through upskilling of the introducers on deal structuring Sourcing direct deals to be worked in-house Requirements A minimum of 2 years experience working in a banking or brokerage environment Credit Analysis skills Excellent customer service skills Previous experience of managing a client portfolio Experience of using a CRM system to manage a deal pipeline Strong organisational skills Working knowledge of the unsecured loan market (for ltd companies) Ability to work to targets Ability to work under pressure Desirable Existing network of 3rd party introducers / suppliers Demonstrable experience of utilising a network to create and manage a commercial finance deal pipeline

Main duties/Responsibilities include, but not limited to: Support the presentation of the business to potential clients and assist the Business Development Managers (BDM) in the sales, credit/underwriting and onboarding process of unsecured finance clients. Contact and engage with potential clients and follow up new business opportunities. Assist in the planning of pitches and work with BDM's to develop, create and be accountable for all client quotes and proposals. Assist in the planning of new marketing initiatives and attend conferences, meetings, and industry events with colleagues. Support the maintenance and management of a pipeline and ensure administration is completed on internal systems to aid the fair treatment of customers. Ensure comprehensive, up-to-date prospect/customer account records are maintained on the appropriate database. Perform your role with a positive and constructive attitude within the team environment. Ensure all compliance regulation and legislation is adhered to where relevant. Interact professionally with the Head of, Team Managers, and the various support teams. Person Specification: Education: Bachelor's degree preferred Experience: Minimum of 2 years of experience in business development or similar role. Technical Skills: Proficiency in Microsoft Excel, PowerPoint and Word. Communication Skills: Excellent written and verbal communication skills. Team Collaboration: Ability to work collaboratively across departments and with different levels of management. Industry knowledge: In depth industry knowledge and its events or willingness to learn.

Main responsibilities of role • Ownership of debt verifications and ensuring they are completed in line with credit expectation for new business and the live client book • Manage effectively and in accordance with policy and practice; the administration of ledgers, credit control, collection activities and allocation processing with ownership of the following: Responsible for the active and accurate credit control and cash allocations of any factoring facilities within the portfolio. Responsible for building and maintaining a strong relationship with the client for a portfolio of factoring clients. • Provide assistance to the Collections Manager as and when required. • Maintain thorough records and provide necessary feedback and reporting to clients, their customers and internally to managers/colleagues. • Maintain delivery of a high-quality service to clients. Requirements of role: • Minimum three years Invoice Finance experience • Excellent organisational skills • Excellent interpersonal skills • Collaborative team player