Finance Specialist Job Description Template
Our company is looking for a Finance Specialist to join our team.
Responsibilities:
- To follow sales and process scripts provided;
- To communicate effectively with lenders;
- Liaising with finance providers to achieve best outcomes for each customer;
- To communicate effectively by telephone, Email and Face to Face;
- Sending finance proposals to appropriate lenders based on the information available;
- Explain to customers the different types of products that are available;
- To complete and maintain accurate file notes;
- Ensuring every customer is treated fairly throughout the sales process;
- To provide relevant information and guidance;
- Taking instructions from clients;
- To check customer documentation before dispatch;
- Setting up New Dealers using the company ‘Set Up’ process;
- To provide Reports as requested;
- To provide a high standard of customer service to existing and potential customers;
- To have a full understanding of all Asset Finance business processes and procedures.
Requirements:
- To complete and maintain accurate file notes;
- Knowledge of regulations of the Financial Conduct Authority;
- Communicate and build relationships with Dealers;
- To have a good understanding of consumer credit;
- To provide a high standard of customer service;
- To communicate effectively by telephone, email and face to face;
- Good numeracy and literacy skills;
- To provide Reports as requested;
- PC Literate, including the use of Microsoft packages;
- Understand lender requirements to secure best outcome for customers.