Supporting both our brokering and lending arms, the SalesSupport Administrator will be responsible for processing and managing alladministration paperwork throughout our sales process alongside ensuring ourSales Team and all appropriate systems, including our CRM, are kept up-to-datewith progress. Due to the nature of the position, we are looking for someonewho has strong attention to detail alongside the ability to manage multipletasks simultaneously. Performing a pivotal role in our Sales process, excellentcommunication skills will be essential to working with our Sales Team to keepstakeholders updated and processes moving forward.
Responsibilities
- Support our sales team with all related sales administrationactivities including compiling, creating and checking finance documents,quotations and proposals, and ensuring all required documents are available asrequested by our lenders;
- Submit finance applications to lenders through onlineportals;
- Complete credit checks and check lending / interest rates forclient proposals;
- Arrange required signatures for finance documents, checkingdocument accuracy before authorising for payment;
- Ensure our CRM is kept up-to-date with sales progress andclient interaction alongside filing client information correctly;
- Raise invoices and commission documents, checking bothformatting and information accuracy (including serial numbers, company details,addresses and so forth);
- Compile pay-out packs post-signing to be sent to lenders forprocessing;
- Assist with client onboarding, including KYC checks;
- Answer inbound calls and enquiries, directing to therelevant Account Managers and Sales Executives;
- Complete outbound calls to lenders and banks to helpprogress sales and request updates alongside chasing suppliers for requireddetails and letterheads;
- Support our internal credit team with credit searches; and
- Any other appropriate job duties in line with the associatedskill and experience of the post holder.
Requirements
Skills and Experience Required
- Degree-educated is strongly preferred, with a minimum ofA-Levels, or equivalent, essential, at BBB or above;
- Experience providing professional Administration or SalesAdministration support is essential;
- Ability to communicate clearly in-person, over email, and onthe telephone;
- Ability to pro-actively identify issues and blockages,working with the Sales Team to investigate and resolve in a timely manner toavoid further problems down the line;
- Positive and engaging telephone manner; and
- Strong Microsoft Office skills with experience of using aCRM; 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-pacedenvironment;
- Pro-active and enthusiastic with a can do attitude;
- Good commercial acumen;and
- Ability to work on own initiative as well as being a teamplayer.
Company Overview
Portman Finance Group was established in 2007 to provide UKSMEs with access to a range of finance options under one roof. We have nowarranged over £1billion in funding for over 15,000 companies.
Portman secure finance for businesses of all sizes via ourown lending and panel of over 40 partners. We offer flexible payment terms,reducing large initial outlays and protecting cash-flow, and are one of thelargest privately owned Broker-Lenders in the UK.
Portman work with any type of private sector business. Wehave a long and successful history of financing a variety of assets, quickly andeasily. If you’re looking to lease or purchase further equipment, releaseequity or simply borrow, Portman can provide your business with the finance itneeds.
Please note that as part of the recruitment process acriminal records check/credit history check will be carried out by anauthorised third party.
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