Sales Administrator

Enra Specialist Finance; Watford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company in finance is looking for a Sales Administrator to support the bridging sales team. The role involves managing application documents, working closely with intermediaries, and ensuring accurate maintenance of data. Candidates should have administrative experience, excellent communication skills, and be able to multitask effectively within a dynamic environment.

Qualifications

• Previous experience in an administrative role is required.
• Desirable to have experience in financial services or bridging finance.
• PC literate with knowledge of standard office software.

Responsibilities

• Handle application forms and maintain intermediary data accurately.
• Support the sales team with administrative tasks to meet targets.
• Assist with queries from introducers via email and phone.

Skills

Attention to detail

Communication skills

Multi-tasking

Organisational skills

Education

Experience within an administrative role

Previous experience in financial services

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

As a Sales Administrator at West One, you will be responsible for working alongside the bridging sales team to create and send terms and application documents accurately within agreed timeframes following our internal processes.

You will need to promptly assess application forms received to progress cases into our underwriting team, working closely with the sales team and intermediaries by providing support via email and phone to answer any queries in order to progress cases. You will need to accurately maintain intermediary data on our in-house system ensuring broker information is correctly recorded and updated where necessary. You need to be able to provide guidance on the application process and timeframes so knowledge of bridging loans is preferable but not essential.

Key Accountabilities

• To assist the sales team in delivery of new business targets by completing essential administrative functions within agreed SLA.
  
• Manage the workload and effectively prioritise requests to support the sales team in meeting business targets.
  
• Speaking to our introducers and handling queries to provide impeccable service and maximise sales opportunities as an extension to the sales team.
  
• Maintaining introducers on the system, ensuring they have the required permissions and licences to transact with West One and obtaining relevant documentation.
  
• Ensure knowledge of wider group products and criteria to identify opportunities for cross product sales.
  
• Ensuring that systems are kept up to date, accurately recording the discussions/activities.
  
• Maintain knowledge of general market as applicable/where enables and/or impacts sales e.g., basic mortgage definitions, current mortgage market trends/news.
  
• Key tasks include:
  
  • Producing/amending accurate bridging terms upon request from the sales team and sending to intermediaries/clients with application documents within agreed SLA’s
    
  • Assess new application forms received immediately, checking the required information is completed before progressing cases to underwriting and sending follow up internal/intermediary/client emails
    
  • Creating ESIS documents accurately and within SLA, ensuring advising brokers have required permissions to provide advice on regulated cases
    
  • Support the sales team to resolve any queries on applications in a timely manner
    
  • Maintain intermediary information on our originations system including loading on a new firm/broker and/or amending broker information
    
  • Obtaining required documents, ICO/FCA/Introducer Agreements for intermediary maintenance
    
  • Answer the overflow of calls for Bridging enquiries
    
  • Understand and be able to articulate West One’s bridging product features and processes
    
  • Where sales opportunity is identified, ensure the regional BDM team are notified to make introductions
    
  • Support the needs of the business as required.
    
  • Support regional teams with enquiries where capacity issue occur, i.e. annual leave, sickness, etc.

This list is not exhaustive and the duties are liable to change from time to time in line with the needs of the business

Skills & Competencies

• Approachable, resilient and flexible, ability to stay calm under pressure
• Pass internal competency tests post induction
  
• Good telephone manner and able to article yourself well
  
• Ability to multi-task to ensure SLA's are met
  
• Excellent attention to detail, being able to identify any errors to ensure accurate information is created
  
• Logical and organised, good administration skills
  
• Be able to work efficiently and prioritise where necessary

Knowledge & Qualifications

• Experience within an administrative role
• Previous experience within financial services or bridging finance desirable but not essential
• PC Literate with a good knowledge of Outlook, Word, Excel and PowerPoint

Personal Attributes

• Approachable and self- motivated
• Excellent communication skills
  
• Resilient and flexible
  
• Team Player