Sales Administrator

Sales Administrator

A great opportunity to join a fantastic, progressive employer as part of a busy, friendly team.

The Sales Administrator role ensures data quality and record keeping for the sales team whilst acting as a light touch in house underwriter, ensuring that the income and expenditure/affordability is accurately captured and assessed. The role is responsible for sending finance applications to the funder, ensuring the decision is chased and then feeding the decision back into the internal process.

Responsibilities

• Data entry of the proposal into the backoffice system.
  Creation of data protection record management folder and to ensure all key documents are in place.
• Assist the sales team by owning administration tasks within the sales process.
• Verification of customer identity in line with the company's KYC policy.
• Accurately entering proposal details into the funder systems for assessment.
• Timescale management and proactive follow up of pipeline cases that are within the sales part of the process.
• Customer contact via phone/email to advise of underwriting decisions.
• Remaining FCA compliant, treating customers fairly and adhering to GDPR guidelines is central to all roles within the business.

Requirements

• To demonstrate high levels of accuracy, attention to detail and efficiency
• Strong PC skills including use of Microsoft Outlook, Word and Excel
• A good level of numeracy and literacy
• Strong communication and interpersonal skills, and in particular, excellent telephone skills
• Strong organisational skills
• Excellent time-management skills - the ability to multi-task and manage your own daily workload with minimal supervision in order to meet deadlines
• Positive, can do attitude

£20,000 to £25,000 Basic Salary + Bonus
24 Days Holiday + Bank Holidays

Some hybrid working available.

Based in Stoke Prior, Bromsgrove.

Monday to Friday 9am to 5:30pm.