Lisa David Email and Phone Number

D&D Leasing is a general equipment funder, servicing the small medium enterprise as well as the new start and alternative funding markets. Our proven experience, resources, and hassle-free approach all contribute to making equipment financing easier for your business.Key Accountabilities: •To support the Brokers in their sales and business development with customers by providing complete backup for all aspects of the role: •Administration / Paperwork / deal proposals… Show more D&D Leasing is a general equipment funder, servicing the small medium enterprise as well as the new start and alternative funding markets. Our proven experience, resources, and hassle-free approach all contribute to making equipment financing easier for your business.Key Accountabilities: •To support the Brokers in their sales and business development with customers by providing complete backup for all aspects of the role: •Administration / Paperwork / deal proposals •Co-ordinating meetings and customer conference calls. •Responding where possible to all enquires when Brokers are unavailable. •To work in supporting all targeted broker opportunities both existing and new within the specified area which have a significant volume potential in order to maximise business potential. •To set account development strategies and individual targets for each targeted Broker account for the future sustainability of our business relationship. This is to be reviewed and develop in conjunction with the Broker. •To ensure your support helps to achieve volume and profitability targets on a monthly and quarterly basis. •To review arrears and bad debt performance at account level and work with internal departments and brokers to remedy issues. •To manage and update database and to ensure the relationship is managed effectively across the broader business population •Gather and share market and competitor information in order to ensure strategic and tactical initiatives are relevant and correctly targeted. •Ensure documentation is of high standard and work to pay out business within agreed service levels •Monitor arrears and bad debt levels at unit and individual broker level and recommend action to remedy unacceptable performance •Manage the appointment process of new brokers to agreed standards •Hold key relationships at nominated brokers and attend review meetings where appropriate •Liaise between Legal Recoveries, Suppliers and Brokers Show less

Known as the UK's leading independent IT finance provider, Syscap also provides tailored finance solutions and advice to a whole host of commercial, professional and public sector organisations, helping them to acquire the business assets and resources they need, without traditional budgetary constraints, allowing them to grow and prosper.KEY RESPONSIBILITIES • Liaising with internal and external transaction parties on all facets of a deal to ensure all deals go through their… Show more Known as the UK's leading independent IT finance provider, Syscap also provides tailored finance solutions and advice to a whole host of commercial, professional and public sector organisations, helping them to acquire the business assets and resources they need, without traditional budgetary constraints, allowing them to grow and prosper.KEY RESPONSIBILITIES • Liaising with internal and external transaction parties on all facets of a deal to ensure all deals go through their entire lifecycle as smoothly and efficiently as possible• Extensive telephone liaison with funders, suppliers and customers with view to establishing a good rapport with all contacts and excellent business relationships.• Documentation completion in accordance with internal guidelines• Setting and managing expectations• Pro-active Account Management • To strive to reach KPI’s and SLA’s in place• Be aware and fully engaged in vendor programmes , promotions and targets.• Ad hoc enquiries and/or relevant correspondence• Data Management • Prepare procedural notes and instructions • Ensure all system information is up-to-date and accurate• Proactively manage all pipelines of business to allow timely reporting and forecasting by all areas of the business• Provide adhoc reports to your allocated salesperson and/or vendor as required• Post deal reviews Training /KnowedgeUnderstanding how funders fund themselves:1.Deposit-taking2.Financial Marketsa)Money markets (short term)b)Capital Markets (medium –long term)3.Block/ Revolving Credit Facility4.Back to Back5.Assignment of Receivables Risk Assessment –•Understanding the concept of Capital Adequacy•Acquaintance with the International Framework for Credit Risk Management•Learning a Credit Assessment Methodology•Appreciating the different kinds of risks associated with finance and leasing•Knowing the types and sources of information upon which judgement about risks are made. Show less

After 6 months as an Administrator I was promoted to the role of Account Co-ordinator to proactively support the sales team in winning and maintaining two of ING’s largest accounts Danwood and GrowHow. • Proactively support the sales team in winning and maintaining large account• Building and maintaining relationships with key accounts and sales teams• Prospecting with customers to gain new business• Putting together proposals to send over to the underwriting… Show more After 6 months as an Administrator I was promoted to the role of Account Co-ordinator to proactively support the sales team in winning and maintaining two of ING’s largest accounts Danwood and GrowHow. • Proactively support the sales team in winning and maintaining large account• Building and maintaining relationships with key accounts and sales teams• Prospecting with customers to gain new business• Putting together proposals to send over to the underwriting team• Experience in the completion and checking of finance documents• Using a proactive sales mentality to help convert proposals into deals• Calculating settlement figures and advising on information on live agreements to customers• Training customers on processes• Addressing customer’s queries and needs and providing a quality service to meet targets• Calculating rates for finance leases• Handling incoming queries from Danwood Head Office and their Sales team, dealing with potentially challenging telephone conversations in an assertive manner whilst understanding the importance of good customer service at all times.• Building relationships with both internal and external customers ensuring timely and professional outbound communication. • I was also responsible for validating Danwood pay-out documentation for completeness and accuracy. When omissions were found I used my initiative to make business decisions.• Possessing outstanding clerical skills I also: input customers details onto the in-house system prior to activation both quickly and accurately; manage special arrangements with Danwood e.g. prepay account and controlling the Sale of Unused Goods process and file documentation as and when required. Show less

To provide administrative support within the deal conversion department including: • Ensuring documents recieved via post/ fax/ email were tied up with the porposal pack and passed to the Deal Co-ordinators for validation within the agreed time scales. • That unmatched documents were escalated to ensure timely resolution.• To process previously faxed/emailed original documentation to the Documentation Centre on the day of receipt.• Send Welcome packs to New… Show more To provide administrative support within the deal conversion department including: • Ensuring documents recieved via post/ fax/ email were tied up with the porposal pack and passed to the Deal Co-ordinators for validation within the agreed time scales. • That unmatched documents were escalated to ensure timely resolution.• To process previously faxed/emailed original documentation to the Documentation Centre on the day of receipt.• Send Welcome packs to New Introducers.• Filing of documentation• Internally and externally contacting Team managers and Account Cordinators. Show less

Post Held: 3 month temporary contract • As an individual who is well organised and proactive in providing timely, efficient and accurate funding support to a team of office managers and work colleagues, my responsibility was to authorise and finance car sales agreements up to the value of £30,000. Payment days were fixed, so it was essential to hit deadlines• A precise and accurate attention to detail was also important to ensure underwriting conditions were met. • With a proven… Show more Post Held: 3 month temporary contract • As an individual who is well organised and proactive in providing timely, efficient and accurate funding support to a team of office managers and work colleagues, my responsibility was to authorise and finance car sales agreements up to the value of £30,000. Payment days were fixed, so it was essential to hit deadlines• A precise and accurate attention to detail was also important to ensure underwriting conditions were met. • With a proven ability to generate innovative ideas and solutions to problems, I had to check the validity and legitimacy of customer’s documentation before a deal could be processed, this included fraud detection. • When challenges arose, by using my excellent oral and written communications skills I was able to liaise with business managers of car dealerships to resolve these issues. Show less