The Intermediary team are a broker channel where we have multiple partners sending introduced deals in to our Own Book. The partners are based all over the UK & offer a range of products from loan to asset.
The purpose of this role is to handle inbound enquiries, build relationships & help get the introduced business from proposal stage through to payout as smoothly as possible.
Description of Role & Key Responsibilities
- Complete effective deal transaction communication with our partners.
- Handle inbound enquiries across our dedicated broker/partner support communication channels
- Partner/broker set up and updating of internal systems.
- Reviewing Broker performance & communicating any feedback
- Working with Head of Sales (HoS) to support preferred partners & build on new & existing relationships
- Issue partner trading agreements, approvals, and system registration process
- Complete and manage proposals including obtaining any required credit information from our partners or End-users
- Assisting partners with the raising and fulfilment of all finance agreement types and all associated documentation
- Work with HoS to ensure commercial objectives are achieved by proactively chasing pipeline business
- Maintain accurate reporting and system records as required to enable partner reviews
- Work effectively to support introducers to drive volumes
- Raise Broker or End-User objections or complaints to the relevant sales individual or the Head of Intermediaries
- Work closely with the credit to provide an efficient service and achieve satisfactory acceptance rates; including the ability to pre-vet proposals and file an appeal on behalf of the broker.
- Any other duties as requested by your line manager as deemed reasonable
Core Skills & Knowledge
- Product Knowledge: Sound awareness of commercial loans & asset finance products and the Broker model
- Technical Knowledge: AML/KYC, Finance Agreements, Computer Applications, Credit & Documentation processes and requirements
- Relationship Management: Ability to maintain strong relationships and communicate with key stakeholders internally and externally via telephone and email. Capable of working independently as well as part of a team.
- Analytical Skills: Ability to engage in logical reasoning and analysis. Demonstrate high accuracy levels. Excellent organisational, time management and reasoning skills.
- WO Specific Knowledge: Knowledge of White Oak UK transaction procedures, processes and compliance protocols
Any Other Attributes - Not Essential
- High attention to detail
- Ability to work independently
- Excellent Telephone manner
- Considered Approach
- Exemplary time management
- Effective communication skills