Sales Support & Admin Specialist

Portman Asset Finance Ltd; Northampton; On-site; GBP 24,000 - 28,000; Full time

Job summary

Portman Finance Group in Northampton is seeking a SalesSupport Administrator to manage sales administration, processing finance documents, submitting applications and keeping our CRM up-to-date with progress. The role requires strong attention to detail and the ability to juggle multiple tasks alongside the Sales Team.

You will compile finance documents, perform credit checks, arrange signatures, raise invoices and assist with onboarding, including KYC checks.

Qualifications

• Degree preferred or equivalent; strong admin background.
• Excellent communication in person, email and phone.
• Pro-actively identify issues and unblock progress with Sales Team.
• Proficient with MS Office; CRM experience helpful.

Responsibilities

• Support sales admin activities: financing docs, quotations, proposals.
• Submit finance applications to lenders via online portals.
• Perform credit checks and review lending/interest rates.
• Arrange signatures and verify documents before payment.
• Keep CRM up-to-date with sales progress and client data.
• Prepare pay-out packs for lenders after signing.
• Assist with client onboarding, including KYC checks.
• Handle inbound inquiries and route to Account Managers.
• Make outbound calls to lenders/banks to progress sales; chase details.
• Support internal credit team with credit searches.
• Perform other duties aligned with the role.

Skills

Attention to detail

Communication skills

MS Office

CRM experience

Team player

Education

Degree preferred

A-Levels or equivalent

Tools

CRM system

Xero knowledge

Job description

Portman Finance Group in Northampton is seeking a SalesSupport Administrator to manage sales administration, processing finance documents, submitting applications and keeping our CRM up-to-date with progress. The role requires strong attention to detail and the ability to juggle multiple tasks alongside the Sales Team.

You will compile finance documents, perform credit checks, arrange signatures, raise invoices and assist with onboarding, including KYC checks.