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Sales Support Administrator

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Job Description - Sales Support Administrator

Overview

Supporting both our brokering and lending arms, the Sales
Support Administrator will be responsible for processing and managing all
administration paperwork throughout our sales process alongside ensuring our
Sales Team and all appropriate systems, including our CRM, are kept up -to -date
with progress. Due to the nature of the position, we are looking for someone
who has 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.

Responsibilities

  • 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 / interest 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.



Requirements

Skills and Experience Required

  • Degree -educated is strongly preferred, with a minimum of
    A -Levels, or equivalent, essential, at BBB or above;
  • 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.


Personal Attributes

  • Excellent written and oral communications skills;
  • Ability to remain calm under pressure and meetdeadlines;
  • Strong organisational skills with a high attention todetail; proof -reading experience is highly advantageous;
  • Ability to prioritise and handle multiple tasks at any giventime in a fast -paced
    environment;
  • Pro -active and enthusiastic with a can doattitude;
  • Good commercialacumen;
    and
  • Ability to work on own initiative as well as being a team
    player.


Benefits

Company Overview

Portman Finance Group was established in 2007 to provide UK
SMEs with access to a range of finance options under one roof. We have now
arranged over £1billion in funding for over 15,000 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, and are one of the
largest privately owned Broker -Lenders in the UK.

Portman work with any type of private sector business. We
have a long and successful history of financing a variety of assets, quickly and
easily. If you’re looking to lease or purchase further equipment, release
equity or simply borrow, Portman can provide your business with the finance it
needs.


Please note that as part of the recruitment process a
criminal records check/credit history check will be carried out by an
authorised third party.



Benefits:

  • Company
    events

  • Company
    pension

  • On -site
    parking


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