Temporary New Business / Payout Coordinator

Process Deals for Payout

• Assist in collation of new business documentation to point of payment to our vendor / dealer / broker partner

• Liaise with vendors / dealers / brokers to ensure we have correct and valid documentation. Resolve any issues direct with vendors / dealers / brokers

• Where applicable phone end users to ensure equipment has been delivered and accepted by the end user

• Ensure all variable rate deals are fully loaded with their specific cashflows in Alfa prior to payout

• Ensure all deals prepared to be paid-out are in line with credit acceptance terms and agreed vendor / dealer / broker agreements; liaise with sales and risk to resolve any issues

• Ensure all deals prepared to be paid out are correctly loaded in Engage/ALFA or Vienna/Alfa and enriched where applicable

• Liaise with finance department regarding deal pricing and book funds for deals prior to pay-out where appropriate

• Second check deals above £75k that have been prepared by other New Business Co-ordinators

• Check the deal information with Alfa and modify where necessary prior to setting agreements to LIVE in preparation for supplier invoice payment

• Checking and authorizing supplier invoices for payout in ALFA and that they are within agreed monetary authorities

• Reconciliation of all agreements to be paid out before passing to Finance to run payment extract (Sweep)

• Produce Welcome Letters and ensure these are collated with copy documents in readiness for passing to Business Services for posting

• Ensure any other ancillary documentation (e.g. Notice of Assignments, etc) are sent and recorded where necessary with Alfa,

• Ensure SGEF policy & procedures are applied to Stocking Facilities via the APAK system

• Ensure the finance agreement is signed in accordance with signatory limits

Other Duties:

• Liaise between office and our external vendor partners, sales staff, dealers and end users to ensure deals are paid out promptly

• Be prepared to be a part of project teams assisting in both the improvement of processes within the team and as a representative of the team within the wider business.

• Be able to produce deal pricing using KPMG Classic pricing system for LA, Transport, Industrial Construction, Medical and Hi-Tech teams

• Prepare reports for UK management and Paris relating to sales performance and related issues

• Other non-specific tasks as and when required

• Assist vendor partners with Engage enquiries.

• Suggest changes to Head of New Business which will improve service to our vendor / dealer / broker partners.

• Be pro-active in making recommendations for ongoing development of systems and processes to create and keep them an industry leader for Customer Service, helping to differentiate SGEF from our competitors.