Aimee Willow Connex Ltd

General Responsibilities: Assist and support the Portfolio Managers Incorporates all aspects of managing the relationship between all parties and the business Act as the day-to-day internal contact for the operation of Channel Finance agreements. Ensure all daily client functions are completed, to include cash, payments, reconciliation and collateral updates. Maintenance of records, automation spreadsheets and other banking systems / standing data Support PMs to ensure compliance with all required reporting. Manage Channel Finance Client information in accordance with pre-agreed terms and conditions Daily checking of data, processing and payments of data received EOM reconciliation of figures and data within company systems. Setting up of new Resellers on the system. Identifying and working towards improvements of all systems and processes. Addressing and problem solving any queries that arise. Assisting the CE team when applicable with the following tasks: Chasing and updating monthly (or such other required frequency) collateral (AR, stock, fixed asset valuation) figures. Ensuring all monthly AR / stock reconciliations are processed within the month or timely manner and any issues escalated to PMs and Manager Operations Reconciling and processing any requests from specialty deals Processing of borrowing base certificates in respect of company participations. Ensure timely receipt of statutory audited accounts, monthly management information and client forecasts in accordance with the frequency required by Client documentation. Collating and preparation of information for audit purposes, liaising with audit function when required Implement any audit recommendations following discussion with PMs Conduct soundings process for specific Clients, escalating issues when required Assist in the New Client process Responsibility for completion of necessary set-up process for new resellers or other clients within company systems Prepare/update new or existing spreadsheets for calculations. Liaising directly with sales support and other areas as required Skills and Competencies Required: Knowledge of Channel Finance products would be advantageous. Keen approach and ability to learn all IT systems including Lendscape. Problem solving and bringing forward new ideas. Ability to read financial data and accurately transfer figures to specialist documents. Maintaining and adapting specialised spreadsheets and process guides as the business requires A good customer focused approach, with the ability to work as part of a busy team Good understanding of Asset Based Lending products and associated risk areas Ability to plan and prioritise to achieve deadlines as required

Payouts Executive Warrington 12 Months FTC 25k- 28k depending on exp The Role The role involves the processing and activation of successful asset finance applications within the Payouts function of the Asset Finance division. This should be done accurately, efficiently, and in compliance with regulatory requirements, best practices, and standard operating policies and procedures. Responsibilities Assist with the daily administration of Payouts and the activation of lease and HP documents in a quick and efficient manner Ensure compliance and adherence to internal practices Complete regular audits of all system statuses to maintain reporting accuracy Maintain a commercial view whilst activating documents and assisting stakeholders in collecting outstanding information Work collaboratively with Underwriting and Sales Support teams to ensure efficient processing of proposals within agreed service levels Respond to queries via telephone and email in a timely manner Complete verification calls with customers for due diligence Ensure all data is uploaded onto relevant systems completely, accurately and in accordance with GDPR guidelines Analyse and share your ideas on Payout process workflows to maximise efficiency, reduce errors, and enhance the experience for our clients Skills Excellent written and verbal communication Knowledge and understanding of asset finance industry, particularly the customer onboarding process Excellent attention to detail Desirable: Previous experience within a Pay Outs or Sales Support role Previous experience using a CRM system Knowledge of working within an SME customer-base

Mortgage Administrator Warrington Full Time office based The Role A highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service, dealing with customers' queries to a successful conclusion. Must have a 'can do' attitude with proven ability to achieve and exceed targets in a quality manner through system (opportunities). Must be able to manage customer relationships by building a rapport with them. You will have the ability to learn about our products and must have the drive and determination to succeed in a target orientated environment. Ensure self and team work in a safe and secure environment. You will need to be able to handle and process large quantities of information on behalf of the customer using various systems and liaising with other members of the team. Attention to detail and a teamwork ethic are essential. To escalate when appropriate customer-affected issues to line managers or directors. To deliver a set of diverse tasks that enable our advisors to focus on sales. Duties for the role includes: Hands on approach for delivering agreed objectives and accountable for delivering the following: Responsibilities: Supporting Mortgage and Protection Advisors in the production of client reports. Assisting in the research of appropriate products and solutions. Assist the Advisors in the management of cases to completion. Production of KFI for the product that an adviser has selected. Creation of comprehensive and compliant suitability reports. Adherence to the service level agreements. Ensure compliance guidelines are met with each case. Adhering to Anti-Money Laundering requirements. Liaising with internal contacts to ensure applications are completed accurately. Liaising between clients, professional contacts and providers. Ensuring correct filing of documents for compliance purposes. Excellent organisational skills. Strong communication skills. Ability to keep knowledge of the Financial Services industry up to date. Good understanding of the Financial Services industry and FCA requirements. Qualifications required for this role. Desirable CeMAP KEY WORKING RELATIONSHIPS: Key Working Relationships : - Customers: External customers. - Suppliers: Various Business Partners, Lenders, Providers, Suppliers - Other key relationships : Team of advisors, Managers and Directors.

Business Development Manager (Bridging) Warrington 35k- 50k plus bonus The Role As a Business Development Manager, you will be responsible for generating new business opportunities through the development of broker, introducer and professional relationships. You will work closely with the Head of Sales, Underwriting Team and Operations Team to identify, structure and convert lending opportunities whilst delivering an exceptional customer experience throughout the process. The successful candidate will already possess a strong understanding of the bridging finance market and will ideally have an established network of active broker relationships that can be developed further within the role. You will be expected to represent the business professionally within the market and become a trusted point of contact for brokers seeking specialist property finance solutions. Responsibilities Generate new lending opportunities across our Finance's product range. Develop and maintain a portfolio of active broker and introducer relationships Conduct regular broker meetings, presentations and relationship reviews. Identify and onboard new broker relationships. Build and maintain a sustainable pipeline of lending opportunities. Achieve agreed lending and business development targets. Actively promote our products and lending proposition. Conduct regular broker meetings, presentations and relationship reviews. Build strong relationships with mortgage brokers, specialist finance brokers, packagers and introducers. Become a trusted point of contact for brokers seeking lending solutions. Insure relationships are maintained through regular contact and engagement. Identify opportunities to strengthen broker loyalty and increase repeat business. Review and assess new enquiries at an initial level. Assist brokers in structuring transactions to fit lending criteria. Work closely with underwriters to progress opportunities efficiently. Maintain regular communication with brokers throughout the application process. Ensure opportunities introduced are aligned with company risk appetite and lending policy. Represent us at industry events, networking functions and exhibitions. Increase awareness of our brand within the intermediary market. Monitor competitor activity and market trends. Identify areas for growth and new business opportunitie Skills Proven experience operating in a Business Development, Relationship Management or Sales role. Minimum 1-2 years' experience within bridging finance, specialist property finance or development finance. Strong understanding of bridging finance products and lending structures. Experience building and maintaining professional broker relationships. Excellent communication, presentation and negotiation skills. Commercially aware and target driven. Strong organisational and time management skills. Ability to build trust and credibility with professional introducers. Full UK driving licence.

Lending Operations Administrator Warrington 30k- 40k depending on experience The Role The Lending Operations Coordinator will be responsible for supporting the complete lifecycle of a bridging loan. Working closely with Business Development Managers, Underwriters and Portfolio Managers, you will play a key role in ensuring cases progress efficiently from initial enquiry through to completion and eventual redemption. This is an ideal role for someone looking to build a long-term career within specialist property finance, underwriting or operations. Responsibilities Assist with the processing and triage of new enquiries. Liaise with brokers and borrowers to obtain information required for indicative terms. Maintain accurate records within the CRM system. Support Business Development Managers with case progression. Prepare and issue terms and supporting documentation. Gather and review application documentation. Conduct preliminary due diligence checks. Order and monitor valuations and searches. Liaise with solicitors, valuers and borrowers. Assist underwriters in preparing cases for credit assessment. Ensure files are fully compliant and accurately maintained. Monitor outstanding requirements and proactively chase documentation. Support the ongoing management of completed loans. Monitor loan maturities and redemption dates. Assist with redemption statements and loan settlements. Manage post-completion administration. Liaise with borrowers regarding extensions, redemptions and ongoing requirements. Maintain accurate portfolio records and reporting. Assist with arrears monitoring and routine portfolio administration. Skills Strong organisational and time-management skills. Excellent telephone and written communication skills. Ability to prioritise multiple tasks and deadlines. High attention to detail. Competent with Microsoft Office applications. Ability to work effectively within a team environment. Previous experience in mortgages, bridging finance, property finance, banking or financial services. Experience working with brokers, lenders, solicitors or professional introducers. Knowledge of specialist lending products. Experience using CRM systems.