Sales Administrator

6 months ago


Cheadle, United Kingdom Connections Recruitment Full time

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 prioritizes its 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:
**Document Assessments and Record Organization**:Conducting meticulous document assessments to ensure organized records for compliant case advancement.
Precisely entering data into the CRM system.

**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.

**Collaboration and Updates**:Collaborating effectively with Business Development Managers and Intermediaries.
Providing pertinent updates on cases.

**Client Onboarding and Regulatory Compliance**:Guiding clients through the onboarding process while ensuring regulatory compliance.

**CRM System Maintenance**:Keeping the company's CRM system up to date with accurate information.

**Precision in Data Entry**:Maintaining a high level of precision in data entry and ongoing record maintenance.

**Relationship Building**:Building and nurturing relationships with Intermediaries to understand timelines and protocols.

**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.

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- Free parking
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Cheadle: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Sales Administration: 2 years (required)

Work Location: In person



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