JOB FUNCTION

Responsible for helping grow the lease portfolio of Snap-on Finance by working along side the Business Development Manager on promotions and strategies. The role will also require efficient and effective administration of Applications, Documentation, and Funding of any and all Lease business. Responsible for following up with end user customers for required documentation and working directly with the Snap-on Diagnostics.

DUTIES AND RESPONSIBILITIES

The main duties of the Programme Coordinator are listed below, but it is the nature of the job that each activity will have its own range of demands which he/she will be expected to meet.

We are looking for someone who is accountable for the following activities:

• Planning (5%)

  o Analysis of the business portfolio

  o Formulating monthly action plans

  o Provide weekly portfolio forecasts to management

• Development of Lease Portfolio (95%)

• Serve as single day to day point of contact for all front end sales issues including soliciting credit business and training all new Rep’s or Franchisee’s not engaged in the equipment lease program(s).

• Promote and market Lease Programs to the assigned Snap-on business(s).

• Review all declined/pending applications to determine if there’s an opportunity to discuss with Credit prior to relaying decision to field.

• Serve as liaison between the sales force and credit department for review of appealed applications.

• Prepare for and attend management/SOD meetings to present results, forecasting and performance statistics.

• Follow-up on approved but not closed applications with the field to improve close ratios and increased sales.

• Provide reporting to internal and SOD management teams relating to potential business, pending business, and completed business.

• Sales/training/marketing support (as needed) on promotional programs, incentive programs, trade shows, meetings, new Sales Rep/Franchisee, etc.

• Act as primary contact for the training and administration of the DocuSign software application

• Some travel may be required.

• Gather full application information direct from end user customer, enter information into system of record to allow for account creation and credit review.

• Review all credit applications for completeness & follow-up with customers/reps/franchisees/Franchise Department on incomplete application.

• Gathering additional / supporting information before application reaches the credit team to allow for fully informed decision to be made.

• Communicate all credit decisions to sales force and customers via phone, and or email correspondence.

• Creation of and distribution of contracts direct to the end user customer.

• Follow up of supporting documentation required.

PERSON SPECIFICATION

• Bachelor’s degree or equivalent work experience

• General knowledge of the lease(hire purchase)/finance business

• General knowledge of the Snap-on Franchise business

• 4+ years of directly related experience

• Some credit background required

• Ability to comprehend concepts quickly

• Able to use Microsoft Office including: Excel, Power Point, Word and Publisher

• Approachable, responsive

• Strong interpersonal and communication skills

• Ability to Sell transactions to Credit working within general underwriting standards

• Proactive

• Ability to manage several different tasks at once

• Organized

• Self-starter

• Exceptional telephone skills

CORE COMPETENCIES AND BEHAVIOURS

In addition to their day to day role, all Snap-on associates must work in an effective way and be able to demonstrate the following competencies which are fundamental to the successful running of their department/business unit.

Customer Focus / Service Excellence

This competency reflects the pursuit of the highest level of customer service

• Establishes and maintains effective relationships with customers at all times.

• Consistently shows a passion for getting things done & meeting commitments to others.

• Dedicated to meeting the expectations and requirements of internal and external customers.

• Gets first hand customer information and uses it for improvements in products and services.

• Effectively operates in line with governance guidelines.

• Shows professional respect and courtesy to customers and colleagues.

• Anticipates future customer needs and trends.

• Focuses on identifying opportunities to benefit customers.

• Talks and listens to customers to clarify their real needs and expectations.

• Strives to resolve customer concerns.

• Offers advice and guidance in responding to customer enquiries.

Attention to Quality

• Understands and follows work procedures to achieve a high level of quality, productivity and/or service.

• Understands the need for all activity to be ‘right first time’.

Adaptability/Flexibility

• Takes an open minded approach to change. Supports change management and an open ideas environment.

• Achieves desired results in the midst of changes in responsibilities, work processes, timeframes and performance expectations.

• Willing to learn and develop new skills or behaviours.

Contributing to Team Success

• Keeps in mind that success is defined by the success of the entire team.

• Demonstrates cooperation and collaboration while participating in a group or team.

• Establishes and maintains productive working relationships.

• Demonstrates a personal commitment, both in thought and in action, to the success of the team.

Communication & Influence

• Provides effective support to team members.

• Communicates effectively, both written and verbally.

• Is able to affect change and influence work colleagues in a positive fashion.

• Manages change effectively.

• Displays dispute resolution skills.

• Effectively communicates and checks for understanding.

• Has a positive attitude that sets the tone for team performance.

Delivering Results

This competency reflects the ability to focus oneself and others on achieving specific outcomes

• Effectively assists in implementing company initiatives.

• Encourages others to aim high and exceed normal expectations.

• Challenges those who fail to achieve the required standards.

• Focuses effort on priority tasks and activities to achieve maximum results.

• Sets realistic deadlines, tasks and standards for others.

Motivation

This competency reflects the ability to support and encourage individuals and teams, so that they give of their best

• Displays genuine interest in people and their progress.

• Gives praise and open recognition.

• Demonstrates belief in the abilities of others.

• Takes time to discover what motivates individuals.

• Involves others and encourages full participation.

• Has strength and maturity to support individuals and teams through difficult circumstances.

• Motivates others through personal example.

Developing Others

This competency reflects the ability to improve performance through training and development of individuals and teams

• Accurately identifies what people are good at and where they have potential to develop.

• Understands people's strengths and aspirations and takes them into account when allocating responsibilities.

• Sets and agrees objectives with people and monitors their progress.

• Provides personalised coaching and support to others.

• Promotes the idea of continuous improvement.

• Creates a positive learning environment.

• Encourages others to stretch themselves.

Self-Development

This competency reflects the ability to focus on own development and to take action to learn

• Sees own development as important.

• Is able to accurately identify own development needs.

• Takes responsibility for setting up their own learning opportunities.

• Reviews & consciously learns from experience.

• Evaluates own performance.

• Actively seeks feedback to assist with continuous self-improvement.

• Open to learning.

Continuous Improvement

• Contributes to Rapid Continuous Improvement (RCI).

• Initiates action to correct problems and notifies others of issues as appropriate.