Sales & Customer Executive

Overview

In this role you will support growth in lending by proactively engaging introducers and customers, managing pipelines, and coordinating with underwriting and business support. You’ll translate feedback into product and journey improvements, helping the team meet service standards. The position sits within Internal Sales & Business Development, contributing to a customer-centric growth agenda in a flexible, inclusive environment. You’ll work across two teams to balance priorities and deliver quality outcomes at scale.

Pay / Benefits

• Generous Holiday Allowance (25–30 days plus birthday and holidays)
• Pension Plan with employer contribution up to 10%
• Share Save Scheme
• Profit Related Pay
• Life Assurance and Personal Accident Cover
• Wellbeing support including digital GP and fitness benefits

Responsibilities

• Proactively contact introducers to strengthen lender relationships and grow lending volumes of the required quality
• Provide ad hoc quotations and clearly explain product and process requirements
• Utilise customer feedback to inform product, process and journey improvements
• Monitor and manage introducer and customer pipelines, prioritising activity and escalating barriers
• Maintain daily liaison with Underwriting and Business Support to uphold service standards and progress applications

Key requirements

• Excellent verbal and written communication, adaptable to customers, introducers, and internal stakeholders
• Strong customer-service mindset and commitment to fair customer outcomes
• Ability to build relationships, influence, persuade and negotiate professionally
• Target-focused, resilient and capable of handling rejection or changing priorities
• Organised and disciplined with effective time management across two teams
• Flexible and calm under pressure

• Able to use initiative and solve problems
• Collaborative work style
• Analytical thinking and information processing
• Computer literate, quick to learn new systems
• Basic underwriting awareness and ability to assess financial information
• Understanding of regulatory framework and conduct-risk requirements

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