Asset Finance- Customer Support

Job Responsibilities Asset Finance Assistant

• Assisting with payout or other client queries

• Requesting financials etc from accountant

• Requesting invoices from equipment dealers

• Assisting private vendors with invoices (Using private sale template)

• Completing all private vendor requirements (PPSR, Deeds of Releases etc).

• Supporting Brokers of the firm

• Setting up New Customers on CRM

• Applications lodgement into lenders websites/systems

• Completing AML requirements for various lenders

• Loan Document Preparation and email clients & broker (cc broker in)

• Preparing for settlements.

• Liasing with brokers, clients, and update on settlement.

• Attending to Lender Pre Settlement conditions.

• Upon settlement, notify broker, client (depending) and other stakeholders.

• Supplier accreditation.

After Sales Service

• Adhere to record management policy post settlement and emailing copies, amortisation schedules etc to clients and accountants.

• Updating CRM with Settlements.

• Adhere to record management policy for finalised/paid out deals.

• Prepare & Finalise Brokerage invoices: (Brokerage Sheets)

• Supplier accreditations

• Keeping files/records up to date.

• Follow up on Ballons