Sales Support Specialist
As Sales Support Specialist, your role is to provide first line internal sales support to DLL's extensive vendor, broker, dealer and direct channels. Support the sales process from application to booking in line with supporting procedures and vendor/partner agreements. Assist the front-line sales teams in meeting and overachieving new business volume targets by optimizing performance with existing vendor/broker partners and dealers. Your role will be to ensure that all transactions are processed up to settlements in a timely and accurate manner.
The role is an important extension of the front-line sales team and reports to the Sales Support Manager.
DAY TO DAY:
- Support the sales process from application to settlement preparation to meet and achieve new business targets.
- The prime source of information and support of sales queries such as quotes, credit applications, credit approvals, letters of offer, documentation and settlement preparation and execution.
- Provide exceptional customer service to all stakeholders, internal & external, ensuring timely and accurate completion of requests.
- Proactive pipeline management and follow-up.
- Prepare customer contracts and corresponding documents. Communicate and liaise with all parties involved including DLL Risk, Legal, Finance and Asset Management teams as applicable.
- Co-ordinate preparation of approval conditions for settlement. Proactively liaise with customers, vendors/ brokers and sales team regarding pending deals, communicating closely with DLL Legal, Risk, Finance and Asset Management teams, when required.
- 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 Manager to enable effective management of workflow and ensure compliance with service level agreements.
- Serve as 1st line of AML process by correctly structuring customer setup, related parties and UBO's. Handling alerts and liaising with AML team and compliance. Adhering to all CAMS requirements.
- Strict compliance to company policies and procedures, including completion of all training requirements, and timely follow up on delegated action items.
- Champion constant process improvement and automation across the business, improving efficiencies, accuracy and customer service.
- Ensure that all lease and loan security documentation is accurately completed, consistent with credit requirements.
- Proper security registration is in place to ensure that all transactions are properly executed at the client level, enforceable and binding to the corporation.
PREFERRED SKILLS:
- Proven experience in finance operations or a similar role.
- Good level of understanding of documentation, equipment finance products, credit risks and compliance policies.
- Ability to review and analyse information, ensuring accuracy of documentation and compliance with internal and regulatory procedures.
- Strong attention to detail and high level of accuracy and compliance.
- Good level of understanding of credit risk
- Excellent communication skills (verbal & written).
- Must be a team player.
- Shows Initiative and be energetic & enthusiastic.
- High level of honesty and integrity.
- Be highly motivated to exceed internal and external customer expectations.
- Ability to multi-task and manage a high level of varying requirements.
- Ability to prioritise tasks and work autonomously with minimal supervision.
- Able to work under time constraints and be prepared to be flexible to meet the changing needs of the business on a daily basis.
- Proficient in MS - Word & Excel and Outlook
DLL IN A NUTSHELL:
DLL specializes in asset-based financial solutions for equipment manufacturers, dealers and distributors in the
Agriculture, Food, Healthcare, Clean Technology, Transportation, Construction, Industrial and Office Technology industries. We operate in more than 35 countries to enable businesses to obtain and use the assets they need to contribute meaningfully to the world. Our offerings include vendor finance, commercial finance, life cycle asset management, consumer finance, leasing and factoring. For more information about our organization, visit www.dllgroup.com.