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Aimee Willow Connex Limited
York
The Role Working within a fast-paced financial organisation to provide full admin support across office-based functions and new business with full training to be given. Maintaining relationships with clients , ensuring excellent customer service is maintained at all times. Robust administration of client letters and files throughout a project.
Job Source: Aimee Willow Connex LimitedAimee Willow Connex Limited
Goole
The Role Working within a fast-paced financial organisation to provide full admin support across office-based functions and new business with full training to be given. Maintaining relationships with clients , ensuring excellent customer service is maintained at all times. Robust administration of client letters and files throughout a project.
Job Source: Aimee Willow Connex LimitedAimee Willow Connex Ltd
Foggathorpe
The Role * Working within a fast-paced financial organisation to provide full admin support across office-based functions and new business – with full training to be given. * Maintaining relationships with clients , ensuring excellent customer service is maintained at all times. * Robust administration of client letters and files throughout a pr
Job Source: Aimee Willow Connex LtdInvigorate Recruitment
York
Sales Executive York £28k to £31k per annum Our client is a market leader in their field and are looking to recruit an experienced Sales Executive to provide account management and sales to a bespoke customer marketplace. The ideal candidate will have excellent consultative sales / account management experience, as well as the ability to develop
Job Source: Invigorate RecruitmentInvigorate Recruitment
York
Sales Executive York - YO26 £28k to £31k pa Our client is a market leader in their field and are looking to recruit an experienced Sales Executive to provide account management and sales to a bespoke customer marketplace. The ideal candidate will have excellent consultative sales / account management experience, as well as the ability to develop
Job Source: Invigorate RecruitmentOctane Recruitment
York
Sales Executive Location: York Reference: OC17022 We are looking for an experienced Sales Executive to join the team of a successful motor dealership in York. The successful candidate will be responsible for ensuring the highest levels of customer service and satisfaction, as well as providing professional advice and support. Sales Executive Role:
Job Source: Octane RecruitmentKempston Parkes Chartered Surveyors
Harrogate
Are you looking for a new challenge in an office based environment? Do you have previous sales and/or administration experience? Kempston-Parkes Chartered Surveyors are excited to offer a new vacancy for a Sale Administration Assistant to join our growing and expanding team! We are a proud Harrogate born business that specialises in Residential, Co
Job Source: Kempston Parkes Chartered SurveyorsMarmion
Harrogate
We are searching for a confident individual with excellent communication skills to join a connected outsourced agency provider as a Used Car Sales Executive, based in Harrogate. £25,000 per annum Monday - Friday (9am - 5pm) 24 days holiday + Bank Holidays Excellent Benefits Package (Discounted Gym, 2 paid charity/volunteering days + more)
Job Source: MarmionYork
The Role
Working within a fast-paced financial organisation to provide full admin support across office-based functions and new business - with full training to be given.
Maintaining relationships with clients , ensuring excellent customer service is maintained at all times.
Robust administration of client letters and files throughout a project.
General office admin support.
Liaise with clients, introducers, lenders and our business development team.
Supporting the Finance and Credit Control department, as required.
The Responsibilities
Proactively maintain all client relationships to ensure that we are their first choice for any future potential facilities.
Manage effectively and in accordance with policy and practice; the administration of ledgers, payment requests, monthly reconciliations and monthly management information.
Review client bank statement entries and request further information from clients if required.
Review cash collections and dilutions trends within your portfolio.
Review all facility documents to ensure a full understanding of the client’s risk profile.
Ensure all clients’ needs are being met and there are good communications via email, face to face and telephone.
Supporting the business with an excellent on boarding experience for the client by always maintaining a high level of customer service while adhering to the on boarding process.
Support for the Operations and Brokerage team during times of peak activity.
Conduct 'know your customer’ checks on potential borrowers.
Raise any areas of concern in a timely manner to allow remedial action to be taken.
Input accurate and up to date information onto the Customer Relationship Management system.
Ensure the security documents related to each loan drawdown are signed and filed post completion.
Compose all post sale paperwork and send post completion welcome e-mails.
Undertake ad hoc project work and initiatives as directed.
Accompany Portfolio Manager to client meetings as required and produce client review documents to update the business on the client’s business.
Review audit report and follow up if required.
Provide client training on our operating system to assist with reconciliations and Adhere to all Company policies and procedures.
Any other duties or projects commensurate with the level of responsibility of this role, for which the role holder has the necessary experience and/or training.
The Requirements
Experience - Proven experience of maintaining relationships in any finance environment desirable but not essential.
Skills - Customer service skills and ability to work alone whilst being a team player.
Microsoft Office, particularly Excel. Numerate and literate. A good understanding of reading
financial accounts. Problem solver and awareness of risk.
Qualifications - Educated to at least A Level standard and pass aptitude test.
Full driving licence
Sales and Administration Executive jobs in York
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