Asset Finance - Onboarding and Customer Service

Onboarding and Customer Service - Asset Finance

Chester - onsite

Our client, a growing banking organisation based in Chester is looking for an experienced Onboarding and Customer Service professional to join their team.

You will be responsible for supporting the sales team in the delivery of the business plan by receiving finance proposals from the broker network and keying them into the CRM system as well as taking clients through the onboarding journey and undertaking due diligence checks. You will be responsible for generating finance and security documentation and progressing your deals to pay out. First-class communications skills will deliver exceptional service to both the customers and broker networks.

Key responsibilities:

• Attention to detail is a key requisite to ensure that data provided via the broker network is transferred accurately to the CRM system.
• Undertake personal identity checks, plus Fraud and PEP checks where appropriate.
• Undertake Business credit and verification checks.
• Alert to recognising potentially fraudulent activity or vulnerable customer requirements ensuring that you report and escalate as required following policy and regulatory procedures.
• Preparation of legal documentation which will include finance agreements and security documents.
• Ensuring bank verification is complete.
• To follow processes correctly and in a timely manner to ensure that service level agreements are met.
• Manage own cases from inception to pay out to suppliers following due diligence procedures.
• Prepare and send out executed documentation.
• Handle and resolve broker queries in a timely manner and to a high standard. Ensure we provide the resolution with the utmost level of customer service.
• Effective communication skills, both written and verbal, and ability to tailor communication to a variety of audiences.
• Understand the background of the query, do required research with the provided tools, and respond appropriately.
• Where an issue cannot be resolved, escalate, or communicate to the Asset Finance Operations Manager when necessary.

Skills & Experience:

• Degree or equivalent relevant qualification
• Ability to communicated effectively and deliver a high quality service
• Attention to detail - right first time!
• Reliable, honest and can contribute to create a thriving culture
• Knowledge of regulatory policies within the financial services sector
• Technical skills, able to use a variety of systems
• Able to work in a fast-paced environment where change is embraced

Please apply to find out more.