Sales Administrator

West One Loans; Watford; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading company in financial services seeks a Sales Administrator in Watford to assist the sales team. The role involves managing administrative tasks, supporting sales team queries, and maintaining introducers' information. This is an entry-level position ideal for someone with strong organizational skills and a desire to grow in the financial sector.

Qualifications

• Support sales team with administrative functions while meeting SLAs.
• Maintain detailed records and manage introducers' information.
• Ability to communicate effectively and provide excellent customer service.

Responsibilities

• Assist in delivering new business targets through administrative support.
• Handle queries and communicate with introducers to maximize sales opportunities.
• Ensure documentation is accurate and kept up-to-date.

Skills

Attention to detail

Communication skills

Organizational skills

Ability to multi-task

Customer service orientation

Education

Experience within an administrative role

Previous experience within financial services

Tools

Outlook

Word

Excel

PowerPoint

Job description

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• 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.
  

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
  
  

At Enra we believe that working together collaboratively is the best way to serve our customers and develop our colleagues. We are very focused on developing and maintaining our culture and remaining dedicated to the CREDIT values on which Enra was built: Customers, Results, Energy, Development, Invention and Teamwork. We live and breathe these values every day and want to ensure they underpin our future success. So, if you want to build a career in specialist finance, with an employer focused on providing brilliant customer service, lending responsibly, and creating a great office environment to develop its people, then look no further than Enra.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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