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White Oak

Inbound Support Coordinator

Broker · Ewloe, Flintshire
Department Broker
Employment Type Full-Time
Minimum Experience Mid-level

Our inbound business has seen some real growth over the last year with further expansion planned this year and beyond. To assist with these growth plans, we have a new Inbound Support Coordinator  role to complement our existing team based in our Head Office in Ewloe near Chester.

Duties include:

  • Issue/fulfil partner trading agreements, approvals, and system registration process
  • Partner/broker set up and updating of internal systems such as CRM/Leasesoft/Pivot platforms
  • Raising and fulfilment of finance agreements and all associated documentation for finance Lease/Loan/Purchase
  • Fulfilment of financial transactions to pay out including effective control of staged payments and certificate of acceptances
  • Complete AML/D&B/Credit safe checks on all supplier approvals and end-user transactions
  • Complete and manage finance proposals including obtaining any required credit information from our partners or End-users
  • Handle inbound enquiries and transaction enquiries across our dedicated broker/partner support telephone lines.
  • Complete effective transaction communication with our partners and End-Users by telephone and email or through systems
  • Effectively manage email work queues for the inbound sales and Broker Business
  • Communicate with partners to drive transaction completion
  • Maintain accurate reporting as required to enable weekly reviews
  • Complete End-User compliance such as achieving signed Trading Agreements
  • Work closely with the credit department to achieve an efficient service to our partners and achieve satisfactory acceptance rates
  • Pre-underwriting and filing appeals on behalf of the broker/partner


Core skills and knowledge:

  • Sound awareness of asset finance products and any experience of working within a Broker, supplier or Vendor environment is preferred, but not essential. 
  • Knowledge of AML/KYC, Finance Agreements, Computer Applications, Credit & Documentation processes and requirements would be advantageous
  • 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
  • Ability to engage in logical reasoning and analysis. 
  • Demonstrate high accuracy levels. 
  • Excellent organisational, time management and reasoning skills
  • High attention to detail
  • Proven administration experience
  • Ability to work independently
  • Excellent Telephone manner
  • Considered Approach
  • Exemplary time management
  • Effective communication skills

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  • Location
    Ewloe, Flintshire
  • Department
  • Employment Type
  • Minimum Experience