Career opportunity brought to you by
NEW LEAF SEARCH
www.newleafsearch.com +44 (0) 203 740 7222

Go deeper with GlobalData

• 

  Reports

  Global Mergers and Acquisitions (M&A) Deals in the Banking and Payments Sector, Q2 2021 - Top...

  GlobalData

• 

  Reports

  United Kingdom (UK) Financial Advisors 2021 - Trends, Concerns, and Opportunities

  GlobalData

Data Insights

The gold standard of business intelligence.

Find out more

Access deeper industry intelligence

Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.

Find out more

Our client is seeking a New Business Coordinator – UK, Gtr London / SE Eng (ref: J2014) to ensure that approved proposals have the correct documentation in accordance with Risk and / or Sales requirements and are passed to the Payout team within agreed deadlines for processing to activation and payout.

KEY ACCOUNTABILITIES:

Assist in collation of new business documentation to point of payment.
Liaise with business introducers to ensure correct and valid documentation and resolve any issues.
Where applicable phone end users to ensure equipment has been delivered and accepted by the end user.
Ensure all deals prepared to be paid-out are in line with credit acceptance terms and agreed introducer agreements; liaise with sales and risk to resolve any issues.
Ensure all deals prepared to be paid out are correctly loaded onto system.
Follow up with Payout Team regarding post pay-out deal conditions / requirements.
Manage logs and chase any outstanding deal document requirements.
Liaise with finance department regarding deal pricing and book funds for deals prior to pay-out where appropriate.
Second check deals prepared for payout by other New Business Co-ordinators.
Ensure the finance agreement is signed in accordance with signatory limits prior to passing to Payout Team.
Prepare reports for UK management relating to sales performance and related issues.

PERSON SPECIFICATION:

GlobalData Strategic Intelligence

US Tariffs are shifting - will you react or anticipate?

Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.

By GlobalData

Learn more about Strategic Intelligence

Minimum of 2 years previous experience in financial services.
Highly numerate and practical problem solving capabilities
Good Customer care skills
Good written and verbal communication skills
Accuracy and attention to detail
Good time management and organisation skills
A strong team player

We will only consider applications from candidates with proven relevant experience from the Asset Finance and Leasing Industry.