Responsible for receiving proposals from our clients, conducting initial due diligence and loading the proposals onto the CRM system. This process will require management of internal systems to enhance reporting and data on clients and decision making. In addition, they will also be responsible for receiving responses to these decisions and communicating them to either internal sales, external sales or customers as appropriate. Key Responsibilities: * Log all proposals on internal systems, ensuring clear and accurate data is maintained to enhance our reporting capability and client management. * Understand risk requirements to ensure that all proposals are submitted with adequate information to support a quick and smooth decision process. * Build strong relationships with both the Credit Liaison Manager and the sales teams to ensure that information is communicated to the correct people in the appropriate timescales to manage customer expectations * Support the Credit Liaison Manager in creating reports on the business which Deal Origination Administators are managing, contributing to improvements in these reports and opportunities for additional reporting opportunities. * Ensure that the business works within its agreed SLA’s for underwriting, building relationships with the underwriting function to ensure that decisions are received in good time and managing client expectations within those SLA’s. * Eng...
Deal Origination Administrator (12 month FTC) • Sale, Greater Manchester, UK
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