Account Executive - #1748526

The Role

Our client is a young, innovative, but established finance company, aiming to support entrepreneurs and SMEs to access the funds needed for growth.

Its growth has been fuelled by a dedication to providing business owners with the highest service quality. By providing flexible finance options, they empower companies to realise their potential – to grow, prosper and flourish.

Responsibilities:

• Prospecting and updating customer database, identifying any further requirements for customers and building relationships, whilst securing new business, whilst diarising future contact.
• Building and maintaining relationships with established and new customers to increase business for the Company and grow the department.
• Working as part of the department and working to meet and exceed personal and departmental goals.
• Liaising with lenders, customers and suppliers to ensure best customer outcomes and high service standards are met.
• Contacting customers to obtain any financial documentation for underwriting.
• Raising quotations from lenders, documenting correctly and quoting the customer.
• Obtaining any ancillary documentation or information that may be required to process an application.
• Reviewing financial documentation received and processing the application to the appropriate funder.
• Timely processing of all applications.
• Ensuring all documentation is processed accurately and promptly
• Contact the underwriting and lender support teams to ensure service standards are being met.
• Ensure all tasks are completed and delivered in line with agreed deadlines and service standards.
• Attend training courses that are identified to assist in personal and role development.
• Reviewing all business declines to ensure the best outcome was achieved, or whether there may be another avenue we can offer.
• Review any ‘not taken up’ acceptances, and position a solution to improve customer retention.
• Designated contact for customers providing any additional support or help.

Skills

• Candidates will ideally have experience in the Asset finance industry (Insurance, commercial finance, and broker background will also be considered.
• Proven sales experience over the phone to B2B Customers is also essential