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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: No specific experience required; just bring your enthusiasm and willingness to learn!
- Other info: Perfect for high school and college students looking to kickstart their career in finance.
The predicted salary is between 36000 - 60000 £ 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 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
✨Tip Number 1
Familiarise yourself with the commercial loans and asset finance products that we offer. Understanding these products will not only help you in conversations with brokers but also demonstrate your commitment to the role.
✨Tip Number 2
Brush up on your relationship management skills. Building strong relationships with brokers is key, so practice your communication techniques and think about how you can effectively engage with partners to foster trust and collaboration.
✨Tip Number 3
Get comfortable with our internal systems and processes. Knowing how to navigate our broker support communication channels and internal documentation will give you a significant advantage when handling inquiries and managing proposals.
✨Tip Number 4
Showcase your analytical skills by preparing examples of how you've successfully managed complex transactions or resolved issues in previous roles. This will highlight your ability to handle the responsibilities of the Broker Relationship Executive position.
We think you need these skills to ace Broker Relationship Executive
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.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in broker channels, finance agreements, or customer relationship management. Use specific examples to demonstrate how your background aligns with the role's requirements.
Craft a Compelling Cover Letter: Your cover letter should not only express your interest in the position but also showcase your understanding of the broker model and your ability to handle inbound enquiries effectively. Make it personal and engaging to stand out.
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. Highlight your communication skills and ability to work with various stakeholders, as this is crucial for a Broker Relationship Executive.
✨Demonstrate Analytical Thinking
Be ready to discuss how you approach problem-solving and analysis. Provide examples of situations where your analytical skills led to successful outcomes, especially in managing proposals or handling objections.
✨Prepare for Technical Questions
Brush up on your knowledge of AML/KYC processes, finance agreements, and documentation requirements. Being well-versed in these areas will show that you are prepared for the technical aspects of the role.