Finance and Insurance Sales Executive

Job Description: Compliance oriented Do contracts on Xperteck Securing files digital and hard copies Yearly training to stay compliant with regulations (18 cpd points per year) General reports for month end Do sanction screening off deals before invoicing General admin duties Natis documents gets to relevant banks Signing off clients contracts either on site or off site Follow up constantly with sales on the progress of deals as clients phones F&I to follow up in their deliveries and progress to trucks Relationship building with Sales Executives Support to Sales Executive Complete process of finance from start to end with banks Send POP to accounts and sales executives once payments on deal have been made Daily banking allocations Requesting settlements for clients and send them settlements once received Attend any other meetings required to attend Requesting deposits from clients when deals are approved on behalf of Sales Prepare letter of undertakings to banks to get payments of truc...