Deal Origination Administrator (12 month FTC)

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.
• Engage in Automation and process improvement discussions, acting as an SME for any projects which have the ability to enhance the role of the DOA.

Risk & Compliance

• Ensure full compliance with all governance, regulatory and internal requirements, including the accurate and timely completion of all reporting and review activities mandated by regulatory bodies.
• Work collaboratively with the Risk function to ensure the consistent alignment of objectives, adhering fully to the principles of the Enterprise Risk Management framework of the business.
• Consistently operate within the framework of the FCA regulations, ensuring that the principles of Treating Customers Fairly are fully embedded in all customer interactions and business practices.

Skills & Experience:

Essential:

• Clear communication skills, with the ability to convey information accurately both verbally and in writing
• Strong attention to detail, with a focus on maintaining accuracy when handling data and repetitive tasks
• Good organisational skills, with the ability to prioritise workloads and manage time effectively
• Positive and proactive attitude, with a willingness to support the wider team and take ownership of tasks
• Comfortable working with routine processes and handling high volumes of data with consistency
• Basic proficiency in Microsoft Office, particularly Excel and Outlook
• Reliable and dependable, with a strong work ethic and commitment to delivering tasks to deadline
• Willingness to learn and develop, with an open approach to feedback and new ways of working
• Ability to follow processes and adhere to established guidelines and quality standards  

Desirable:

• Experience in a similar role managing large amounts of data in a targeted environment
• Track record of working to targets in a fast paced environment
• Experience within the Finance Industry (Asset Finance in particular)
• Experience within the UK automotive industry
• Data analysis tools