Sales Support Administrator

Are you someone with a strong background in Administration looking for a new challenge? Are you driven by excellence? Are you someone who likes to be recognised and rewarded for their hard work? Do you have the hunger to win and be a part of a fast-track growing business? Here at Portman, we are looking for astute, keen-minded, and driven individuals to join our team., Supporting both our brokering and lending arms, the Sales Support Administrator will be responsible for processing and managing all administration paperwork throughout the lifestyle of our sales process. In addition, you will be responsible for ensuring all appropriate systems, including our CRM, are kept up to date.,

• 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/interests 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.
  
  Due to the nature of the position, we are looking for someone who possesses 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., 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., 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.
  
  Portman Finance Group is one of the largest independently owned hybrid commercial finance-broker-lenders in the UK, having financed almost a quarter of a billion pounds for SMEs in the last year!, Portman was established in 2007 to provide UK SMEs with access to a range of finance options under one roof. We have now arranged close to £1billion in funding for over 12,000 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.
  
  £24,000 - £28,000 a year - Permanent, Full-time, The salary will be £24,000 - £ 28,000 per annum (dependent on experience) inclusive of a monthly bonus based on the performance of the Sales team.