Finance Onboarding Coordinator

The Finance Onboarding Coordinator is responsible for managing the onboarding process for our customer base.

The role focuses on facilitating customer onboarding applications (KYC) to finance houses, proactively promoting and securing revolving credit facilities, and providing administrative support to the wider Sales Administration team.

The successful candidate will be highly organised, customer-focused and capable of managing multiple tasks in a fast paced environment.

Key Responsibilities

• Coordinate and manage the end to end onboarding process for new and existing customers ensuring all activities comply with company policies and regulatory requirements
• Liaise with customers to obtain all required documentation and information
• Maintain accurate customer records within CRM and internal systems
• Proactively identify opportunities to introduce and secure revolving credit facilities for customers
• Assist with order processing and customer account management activities as required
• Handle incoming customer enquiries and direct them appropriately
• Ad hoc administrative duties to support the Sales Administration manager

Skills & Experience

• Experience in a customer onboarding, sales administration, finance administration, or customer service role
• Strong administrative and organisational skills
• Excellent verbal and written communication abilities
• Ability to manage multiple priorities and meet deadlines
• Proficiency in Microsoft Office, particularly Excel, Outlook, and Word
• High attention to detail and accuracy
• Experience within a sales support environment

Personal Attributes

• Customer focused and professional
• Proactive and self motivated
• Strong problem solving skillsTeam player with a collaborative approach
• Confident in building relationships with customers and external partners
• Adaptable and able to work in a fast paced environment

Key Performance Indicators (KPIs)

• Onboarding turnaround times
• Revolving credit facility sign up rates

About The Benefits

We can offer a highly competitive annual salary of £28 £30k depending on experience, up to 25 days holiday (plus Bank Holidays), company pension, employee discount schemes, employee wellbeing and financial planning service, cycle to work scheme