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For Companies At a Glance
- Tasks: Handle broker enquiries, build relationships, and manage deal transactions smoothly.
- Company: Join a dynamic team at White Oak UK, a leader in commercial loans and asset finance.
- Benefits: Enjoy flexible working options, competitive pay, and opportunities for professional growth.
- Why this job: Be part of a supportive culture that values teamwork and drives impactful business outcomes.
- Qualifications: Strong communication skills and a keen interest in finance are essential; experience is a plus.
- Other info: Ideal for those looking to kickstart their career in finance with hands-on experience.
The predicted salary is between 28800 - 43200 £ per year.
The Intermediary team are a broker channel where we have multiple partners sending introduced deals into our Own Book. The partners are based all over the UK and offer a range of products from loan to asset. The purpose of this role is to handle inbound enquiries, build relationships and help get the introduced business from proposal stage through to payout as smoothly as possible.
Description of Role & Key Responsibilities
- Complete effective deal transaction communication with our partners.
- Handle inbound enquiries across our dedicated broker/partner support communication channels.
- Partner/broker set up and updating of internal systems.
- Reviewing Broker performance and communicating any feedback.
- Working with Head of Sales (HoS) to support preferred partners and build on new and existing relationships.
- Issue partner trading agreements, approvals, and system registration process.
- Complete and manage proposals including obtaining any required credit information from our partners or End-users.
- Assisting partners with the raising and fulfilment of all finance agreement types and all associated documentation.
- Work with HoS to ensure commercial objectives are achieved by proactively chasing pipeline business.
- Maintain accurate reporting and system records as required to enable partner reviews.
- Work effectively to support introducers to drive volumes.
- Raise Broker or End-User objections or complaints to the relevant sales individual or the Head of Intermediaries.
- Work closely with the credit to provide an efficient service and achieve satisfactory acceptance rates; including the ability to pre-vet proposals and file an appeal on behalf of the broker.
- Any other duties as requested by your line manager as deemed reasonable.
Core Skills & Knowledge
- Product Knowledge: Sound awareness of commercial loans and asset finance products and the Broker model.
- Technical Knowledge: AML/KYC, Finance Agreements, Computer Applications, Credit and Documentation processes and requirements.
- Relationship Management: 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.
- Analytical Skills: Ability to engage in logical reasoning and analysis. Demonstrate high accuracy levels. Excellent organisational, time management and reasoning skills.
- WO Specific Knowledge: Knowledge of White Oak UK transaction procedures, processes and compliance protocols.
Any Other Attributes - Not Essential
- High attention to detail.
- Ability to work independently.
- Excellent Telephone manner.
- Considered Approach.
- Exemplary time management.
- Effective communication skills.
Broker Relationship Executive (Chester) employer: White Oak UK
Contact Detail:
White Oak UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Broker Relationship Executive (Chester)
✨Tip Number 1
Familiarise yourself with the broker model and the specific products we offer, such as commercial loans and asset finance. This knowledge will not only help you in conversations but also demonstrate your commitment to understanding our business.
✨Tip Number 2
Practice your relationship management skills by reaching out to current brokers or partners in the industry. Building rapport and understanding their needs can give you valuable insights that will be beneficial during your role.
✨Tip Number 3
Brush up on your analytical skills by reviewing case studies or scenarios related to broker performance and deal transactions. Being able to analyse and communicate feedback effectively will set you apart in this role.
✨Tip Number 4
Enhance your communication skills, especially over the phone and via email. Role-play different scenarios where you handle inquiries or objections, as effective communication is key to building strong relationships with our partners.
We think you need these skills to ace Broker Relationship Executive (Chester)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Broker Relationship Executive. Familiarise yourself with the key skills required, such as relationship management and product knowledge, to tailor your application accordingly.
Tailor Your CV: Highlight relevant experience in your CV that aligns with the job description. Emphasise any previous roles where you've handled inbound enquiries, built relationships, or worked with financial products to demonstrate your suitability for the position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the broker model and your ability to manage relationships effectively. Use specific examples from your past experiences to illustrate how you can contribute to the team and support partners.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at White Oak UK
✨Know Your Products
Familiarise yourself with commercial loans and asset finance products. Understanding the specifics of these offerings will help you answer questions confidently and demonstrate your expertise during the interview.
✨Showcase Relationship Management Skills
Prepare examples of how you've successfully built and maintained relationships in previous roles. This is crucial for a Broker Relationship Executive, so be ready to discuss your approach to communication and stakeholder management.
✨Demonstrate Analytical Thinking
Be prepared to showcase your analytical skills. You might be asked to solve a problem or analyse a scenario related to broker performance, so think of examples where you've used logical reasoning to achieve results.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your interest in the role and the company. Inquire about their approach to partner relationships or how they measure success in this position. This demonstrates your enthusiasm and engagement.
