Provides administrative support to brokering and lending sales teams by preparing finance documents, quotations, proposals, invoices, and payout packs. Submits finance applications, completes credit and KYC checks, maintains CRM records, coordinates signatures, supports client onboarding, and communicates with lenders, banks, suppliers, and clients. Requires strong organisation, attention to detail, communication, prioritisation, and Microsoft Office and CRM skills.
Overview
Supporting both our brokering and lending arms, the Sales Support Administrator will be responsible for processing and managing all administration paperwork throughout our sales process alongside ensuring our Sales Team and all appropriate systems, including our CRM, are kept up-to-date with progress. Due to the nature of the position, we are looking for someone who has strong attention to detail alongside the ability to manage multiple tasks simultaneously. Performing a pivotal role in our Sales process, excellent communication skills will be essential to working with our Sales Team to keep stakeholders updated and processes moving forward.
Responsibilities
- Support our sales team with all related sales administration
activities including compiling, creating and checking finance documents,
quotations and proposals, and ensuring all required documents are available as
requested by our lenders;
- Submit finance applications to lenders through online
portals;
- Complete credit checks and check lending / interest rates for
client proposals;
- Arrange required signatures for finance documents, checking
document accuracy before authorising for payment;
- Ensure our CRM is kept up-to-date with sales progress and
client interaction alongside filing client information correctly;
- Raise invoices and commission documents, checking both
formatting and information accuracy (including serial numbers, company details,
addresses and so forth);
- Compile pay-out packs post-signing to be sent to lenders for
processing;
- Assist with client onboarding, including KYC checks;
- Answer inbound calls and enquiries, directing to the
relevant Account Managers and Sales Executives;
- Complete outbound calls to lenders and banks to help
progress sales and request updates alongside chasing suppliers for required
details and letterheads;
- Support our internal credit team with credit searches; and
- Any other appropriate job duties in line with the associated
skill and experience of the post holder.
Requirements
Skills and Experience Required
- Degree-educated is strongly preferred, with a minimum of
A-Levels, or equivalent, essential, at BBB or above;
- Experience providing professional Administration or Sales
Administration support is essential;
- Ability to communicate clearly in-person, over email, and on
the telephone;
- Ability to pro-actively identify issues and blockages,
working with the Sales Team to investigate and resolve in a timely manner to
avoid further problems down the line;
- Positive and engaging telephone manner; and
- Strong Microsoft Office skills with experience of using a
CRM; knowledge of Xero would be beneficial.
Personal Attributes
- Excellent written and oral communications skills;
- Ability to remain calm under pressure and meet deadlines;
- Strong organisational skills with a high attention to detail; proof-reading experience is highly advantageous;
- Ability to prioritise and handle multiple tasks at any given time in a fast-paced
environment;
- Pro-active and enthusiastic with a can do attitude;
- Good commercial acumen;
and
- Ability to work on own initiative as well as being a team
player.
Benefits
Company Overview
Portman Finance Group was established in 2007 to provide UK SMEs with access to a range of finance options under one roof. We have now arranged over £1billion in funding for over 15,000 companies.
Portman secure finance for businesses of all sizes via our own lending and panel of over 40 partners. We offer flexible payment terms, reducing large initial outlays and protecting cash-flow, and are one of the largest privately owned Broker-Lenders in the UK.
Portman work with any type of private sector business. We have a long and successful history of financing a variety of assets, quickly and easily. If you’re looking to lease or purchase further equipment, release equity or simply borrow, Portman can provide your business with the finance it needs.
Please note that as part of the recruitment process a criminal records check/credit history check will be carried out by an authorised third party.
Benefits:
- Company
events
- Company
pension
- Transparent career progression
- Monthly bonus
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