Payouts Executive
Warrington
12 Months FTC
£25k-£28k depending on exp
The Role
The role involves the processing and activation of successful asset finance applications within the Payouts function of the Asset Finance division. This should be done accurately, efficiently, and in compliance with regulatory requirements, best practices, and standard operating policies and procedures.
Responsibilities
- Assist with the daily administration of Payouts and the activation of lease and HP documents in a quick and efficient manner
- Ensure compliance and adherence to internal practices
- Complete regular audits of all system statuses to maintain reporting accuracy
- Maintain a commercial view whilst activating documents and assisting stakeholders in collecting outstanding information
- Work collaboratively with Underwriting and Sales Support teams to ensure efficient processing of proposals within agreed service levels
- Respond to queries via telephone and email in a timely manner
- Complete verification calls with customers for due diligence
- Ensure all data is uploaded onto relevant systems completely, accurately and in accordance with GDPR guidelines
- Analyse and share your ideas on Payout process workflows to maximise efficiency, reduce errors, and enhance the experience for our clients
Skills
- Excellent written and verbal communication
- Knowledge and understanding of asset finance industry, particularly the customer onboarding process
- Excellent attention to detail
Desirable
- Previous experience within a Pay Outs or Sales Support role
- Previous experience using a CRM system
- Knowledge of working within an SME customer-base
Payouts Executive in Croft employer: Aimee Willow Connex Ltd
As a leading mortgage brokerage, we pride ourselves on fostering a supportive and collaborative work culture where our Protection Advisors can thrive. With competitive salaries and opportunities for professional development, we empower our employees to grow their expertise while delivering exceptional service to clients. Join us in a dynamic environment that values your contributions and prioritises your career advancement.