Sales Co-ordinator - Asset Finance - Essex

Job Title: Sales Co-ordinator – Asset Finance
Location: Essex
Salary: Up to £25,000 plus benefits (details in the spec below)
Job Type: Full time

Our client is an established provider of asset finance & leasing facilities to businesses & HNWIs around the UK, seeking a New Business / Sales Co-ordinator to join their team in Brentwood, Essex.

Your role:

  • Prepare proposals received from brokers completing various searches for submission onto Underwriting
  • Control all proposals from start to finish. You will be responsible for response times, chasing funders, advising sales staff and brokers etc. and all related database information that goes with the proposals
  • Check and prepare proposals for pay-outs
  • Ensure all necessary documentation is present and correct, in line with credit approval, to ensure risk to the business is minimised
  • Take responsibility and ownership of queries to ensure any issues which may result in a delayed payout are communicated to the sales person/broker/customer
  • Upkeep of Solar CRM system with customer proposal information
  • Activation of agreements and authorisation of bank payment
  • Production and input on various excel spreadsheets
  • Obtaining valuations on various assets
  • Producing reports on CRM system
  • Communicating to Brokers on Accepted/Declined/Pending decisions
  • Minute taking at monthly company meeting
  • Meeting and greeting customers and providing refreshments for meetings
  • Responsibility for post – collection and delivery
  • Scanning, photocopying
  • Responsible for upkeep and ordering of stationery
  • Scanning of Live, Declined and Not taken Up and Broker agreements
  • Preparing and organising papers for storage with Iron Mountain and arranging collections

Person Specification:

  • Good communication skills, both written and oral
  • Experience of working in a targeted environment and working with tight deadlines
  • Good attention to detail
  • Ability to handle high workloads without impact on accuracy and quality of work
  • Excellent knowledge of excel, word and power-point
  • Minimum of 5 GCSE qualifications grade A-C
  • Ideally from a lease or financial service background
  • Self-motivated individual with a sense of urgency


£20-25k basic plus benefits which include: –

  • Life cover x 4 salary
  • Annual bonus subject to company targets achieved
  • Private BUPA health cover
  • Contribution towards gym membership
  • Regular social nights out
  • Contributory pension









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