Sales Support Specialist - CT&I

Description

• Support the sales process from application to settlement preparation to meet and achieve new business targets.
• Effectively communicate and collaborate as a team. Proactively undertake cross-training with other team members, monitor workload and turnaround times, and maintain constant communication with Sales Support Team Leader to enable effective management of workflow and ensure compliance with service level agreements.
• Champion constant process improvement and automation across the business, improving efficiencies, accuracy, and customer service.
• Provide exceptional customer service to all stakeholders, internal & external, ensuring timely and accurate completion of requests.
• Strict compliance to company policies and procedures, including completion of all training requirements, and timely follow up on delegated action items.
• Serve as 1st line of AML process by correctly structuring customer setup and related parties and UBOs, handling alerts and liaising with AML team and compliance, adhering to all CAMS requirements.
• Prepare customer contracts and corresponding documents and communicate and liaise with all parties involved including DLL Credit, Risk, Compliance, Legal, Operations, and Asset Management teams as applicable.
• Co-ordinate preparation of approval conditions for settlement. Proactively liaise with customers, vendors, and Account Managers regarding pending deals, communicating closely with DLL Credit, Legal, Risk, Compliance and Asset Management teams, when required.
• The prime source of information and support of sales queries such as quotes, credit applications, credit approvals, letters of offer, documentation, and settlement preparation.

Requirements

• Prior exposure to vendor leasing/finance industry
• Be highly motivated to exceed internal and external customer expectations.
• Ideally experience in sales support within a leasing/finance organization
• Good level of understanding of documentation, equipment finance products, credit risks and compliance policies.
• Able to work under time constraints and be prepared to be flexible to meet the changing needs of the business on a daily basis.
• Proactive pipeline management and follow-up.
• Strong attention to detail and high level of accuracy and compliance.
• Ability to review and analyse information, ensuring accuracy of documentation and compliance with internal and regulatory procedures.
• Proficient in Microsoft Office Tools (Teams, Outlook, Sharepoint, Word, Excel, etc)
• Ability to prioritise tasks and work autonomously with minimal supervision.
• DLL’s referral program applies
• Ability to deliver exceptional customer service.

Benefits

• Health and Wellness program including healthy food, free health checks, fun health & vitality activities.
• Flexible hours with possibility to work from home
• Career development opportunities: online learning, member development programs.
• Health – Manage mental, emotional, and physical health
• Two working days per year volunteering for a local charity.
• Finance – Provide learning opportunities to help members achieve personal financial health

Training + Development

Interview process

Visa Sponsorship

Security clearance