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Sales Administrator

Connections Employment Agency
Job LocationCheadle
EducationNot Mentioned
Salary£25,000 - £30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Connections, in collaboration with a distinguished company in the Financial Services sector, is excited to present an exceptional opportunity for a Sales Support Administrator. This role serves as an entry point into a dynamic, expanding company that prioritizesits workforce, encourages career development, and offers an attractive salary along with a comprehensive benefits package. The company is committed to fostering a vibrant and inclusive working environment.Key Responsibilities:As a Sales Support Administrator, your role involves:

  1. Document Assessments and Record Organization:
    • Conducting meticulous document assessments to ensure organized records for compliant case advancement.
    • Precisely entering data into the CRM system.
  2. Lending Policy Understanding and Due Diligence:
    • Demonstrating a deep understanding of lending policies.
    • Conducting due diligence checks and preparing cases for underwriting with a strong emphasis on precise document validation.
  3. Communication Management:
    • Managing correspondence through email and telephone.
    • Efficiently channeling completed applications to the underwriting team.
  4. Collaboration and Updates:
    • Collaborating effectively with Business Development Managers and Intermediaries.
    • Providing pertinent updates on cases.
  5. Client Onboarding and Regulatory Compliance:
    • Guiding clients through the onboarding process while ensuring regulatory compliance.
  6. CRM System Maintenance:
    • Keeping the companys CRM system up to date with accurate information.
    • Spanning from initial inquiries and terms to the application pipeline.
  7. Precision in Data Entry:
    • Maintaining a high level of precision in data entry and ongoing record maintenance.
  8. Relationship Building:
    • Building and nurturing relationships with Intermediaries to understand timelines and protocols.
  9. Task Management:
    • Efficiently addressing daily tasks and email communications.
  10. KPI Target Achievement:
    • Meeting KPI targets set forth by the organization.
Qualifications and Skills:
  • Previous experience in a sales support or administrative role.
  • Proficient in CRM systems and data entry.
  • Strong understanding of lending policies and due diligence procedures.
  • Excellent communication and organizational skills.
Join our team and embark on a rewarding career with a company committed to your success! Apply now to be considered for this exciting opportunity.Connections is an equal opportunity employer, and we encourage candidates of all backgrounds to apply.

APPLY NOW

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