Sales Support/settlements Officer

1 month ago

Sydney Central Business District, Australia People Intelligence Full time

You will be working for a global asset finance company, with offices in Sydney CBD, that offers a wide range of vendor finance solutions to corporate clients in equipment & technology manufacturing industries.

You will support the Account Managers in meeting risk cost budgets and portfolio administration targets and be the first point of contact for all operational enquires for the dealer and vendor network.

**The role**:

- Provide exceptional customer service to all internal & external stakeholders
- Proactively identify and resolve problems before they impact the business, vendors and/or their customers
- Prepare customer contracts and corresponding documents and communicate and liaise with all parties involved
- Liaise with internal and external stakeholders to coordinate the preparation of approval conditions for settlement
- Champion process improvement and automation across the business, improving efficiencies, accuracy, and customer service
- Ensure that all lease & loan security documentation is accurately completed and consistent with credit requirements
- Ensure that proper security registration is in place to secure that all transactions are properly executed at the client level, enforceable and binding to the corporation
- Be responsible for the booking process and funding request of every invoice within each transaction
- Be accountable for achieving daily, weekly and monthly KPI’s and SLA’s
- Complete audit reviews and follow up on deficient transactions

**To be successful in this role, you must have the following essential criteria**:

- Prior exposure to the vendor leasing/finance industry is preferable
- 3 to 5 years’ experience in sales support within a leasing/finance company, preferably with transaction closing activities
- Good level of understanding of documentation, equipment finance products, credit risks and compliance policies
- Ability to review and analyse information, ensuring the accuracy of documentation and compliance with internal and regulatory procedures
- Strong attention to detail and a high level of accuracy and compliance
- First-class communication skills both verbal & written
- Highly motivated to exceed internal and external customer expectations
- Intermediate skills in MS Office including Word, Excel and Outlook
- Ability to work in a very fast-paced environment
- Must be a team player

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