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- Tasks: Manage broker relationships and ensure smooth deal transactions from proposal to payout.
- 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 relationship-building and offers impactful work.
- 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 broker model and the specific products offered by StudySmarter. Understanding the nuances of commercial loans and asset finance will help you engage more effectively with potential partners.
✨Tip Number 2
Brush up on your relationship management skills. Since this role involves building and maintaining strong relationships, practice your communication techniques to ensure you can connect well with both internal teams and external partners.
✨Tip Number 3
Get comfortable with the technical aspects of the role, such as AML/KYC processes and finance agreements. Having a solid grasp of these areas will enable you to handle inquiries and proposals more efficiently.
✨Tip Number 4
Demonstrate your analytical skills by preparing examples of how you've successfully managed similar tasks in the past. Being able to showcase your logical reasoning and attention to detail will set you apart from other candidates.
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.
Tailor Your CV: Highlight relevant experience in your CV that aligns with the job description. Emphasise your skills in handling enquiries, managing relationships, and any experience with financial products or broker models.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your previous experiences have prepared you for the tasks outlined in the job description, such as managing proposals or communicating with partners.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. 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
✨Showcase Your Product Knowledge
Make sure to brush up on your understanding of commercial loans and asset finance products. Being able to discuss these topics confidently will demonstrate your expertise and show that you're well-prepared for the role.
✨Demonstrate Relationship Management Skills
Prepare examples of how you've successfully built and maintained relationships in previous roles. This will highlight your ability to communicate effectively with key stakeholders, which is crucial for this position.
✨Be Ready for Technical Questions
Expect questions related to AML/KYC, finance agreements, and documentation processes. Familiarise yourself with these concepts so you can answer confidently and show your technical knowledge.
✨Exhibit Strong Organisational Skills
During the interview, share instances where your organisational and time management skills have led to successful outcomes. This will illustrate your ability to handle multiple tasks and maintain accuracy, which is essential for the role.
