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Internal Sales Analyst

Shawbrook Asset Finance

Internal Sales Analyst

Salary Not Specified

Shawbrook Asset Finance, Redhill, Surrey

  • Full time
  • Permanent
  • Onsite working

Posted 1 week ago, 5 Sep | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: 064888763b4442879d4448a43a745373

Full Job Description

  • Manage the day-to-day flow of the Indirect deals from Originations to Payouts

  • Triage of AIP deals to be completed in a timely manner, refers reviewed within agreed SLAs

  • Triage of deals to include a full review of the proposal and completion of any calculators to ensure policy adherence.

  • Preparation of new business proposals, and the loading onto our systems by way of Cloud, Ambit or submissions via Connected Fi, in a full state ready for credit to review.

  • Assist with credit line drawdowns, to include loading, drawdown review of customer and the review of term sheets, whilst ensuring appropriate escalation if required

  • Analyse financial information such as accounts, Bank statements & forecasts and recommend way forward based on the information provided

  • Arrange asset valuations where required

  • Arrange Asset Inspections where required.

  • Liaise with Credit / Group Credit and NPL/Collections on contracts

  • Liaise and assist with Brokers & Broker Managers on the outcomes of Contracts, requesting further information where necessary and providing decision emails.

  • Liaise with FCT for AML approval to include referrals

  • Develop new business opportunities by building and maintaining relationships with clients and introducers and by providing an efficient and high-quality service to them

  • Carry out relevant credit & ancillary searches on each customer at onboarding

  • Assist with producing, tracking and administering documentation - as and when its needed

  • Generate Quotes and Commission to Introducers when required

  • Ensure high standards are maintained in respect of all records / documentation / correspondence, adherence to GDPR policy.

  • Answer general and specific account enquiries from FCT, QA, Data Retention, Customer Services and Collections

  • General office duties eg scanning, filing, administration, answering telephone etc

  • Communicate and escalate potential issues/risks in a prompt and effective manner

  • Proactively encourage the adoption & use of the Broker Portal, to ensure all new opportunities are presented by Brokers via the portal

  • Partner with Internal colleagues across the Indirect Channel, providing support and partnership on both existing routes to market and also new Business development activity, as per the forward growth strategy of the Indirect Business.

  • Meet and exceed performance goals and objectives which have been set by the Indirect Business Management Team either on a individual or team perspective.

    Computer literate (good knowledge of MS Office suite - Excel, Word)


    • Interpersonal
  • Ability to communicate at all levels and able to build and develop relationships with clients and introducers of business

  • An ability to produce and maintain accurate new business records and spreadsheets

  • High level of numeracy and an understanding of financial calculations

  • Methodical in approach with a meticulous attention to detail

  • Good organisational skills

  • Flexible and adaptable

  • Ability to work as part of a team - Team player

  • Enthusiastic "can do" attitude

  • Customer Focused approach

    Shawbrook provides finance to a wide range of customer segments that value the premium experience, flexibility and certainly we deliver. We are a purpose-led organisation, with a focus on delivering long-term sustainable value for all our stakeholders.


    • We have a diversified offering, with our innovative lending propositions tailored to meet specific customer needs in carefully selected markets across SME, Real Estate and Personal. Our products range from complex structured credit facilities for growth-focused businesses to mortgages for professional landlords and property investors, as well as simple loans for consumers delivered digitally. We fuel our lending through customer deposits, which we attract by delivering a premium experience, choice and consistently great value to smart savers.

    The business model we have created is unique and difficult to replicate, with our 'best of both' approach combining deep human expertise with advanced digital, tech and data capabilities. This combination not only allows us to deliver excellent customer experiences, but to do so efficiently and at scale. We are proud of our innovative and agile culture, which drives consistently high employee engagement scores and makes Shawbrook an attractive destination for the best talent.If you're willing to roll up your sleeves, contribute new ideas and believe anything is possible, you're our kind of person

    Work with us because you:
  • Want to be part of a bank built for the dynamics of the modern world

  • Relish a challenge and enjoy a fast-paced, innovative and hardworking culture

  • Enjoy finding new and better ways to solve complexity and make things happen

  • Want to belong to a diverse culture that stands shoulder to shoulder with minority and underrepresented groups

  • Care about society and the environment and want to be part of a business that cares too

  • Want to continue to grow professionally and be the best version of yourself

    Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include:

  • Market leading family friendly policies such as access to our Maternity, Adoption and Paternity policies from Day 1 of your employment

  • Free access to Headspace, a mindfulness & meditation digital health app

  • Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause

  • EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns, mental wellbeing and more general queries around family, work, housing, and health

  • Cycle to work scheme

  • Discounts on gym membership

  • Contributory pension scheme & death in service


    • Your Lifestyle - It's important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when you're enjoying your leisure time.
  • Minimum of 27 days holiday per year

  • Option to buy or sell holiday days through our flexi-holiday scheme

  • Discounts on gym membership nationwide

  • Access to discounts on a range of high street and online brands

  • Community support and charitable giving


    • Your Contribution - We're focused on rewarding those that go the extra mile in helping us achieve our goals.
  • Participation in our annual discretionary bonus scheme designed to reward your contribution to our success

  • Proudly Shawbrook recognition scheme focused on recognising our role models