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Direct message the job poster from Catalyst Property Finance
* Location: Bournemouth
* Job Type: Full-Time
* Experience Required: Minimum 1 years in a telephone sales environment
About Catalyst Property Finance
Catalyst Property Finance is a specialist lender providing bespoke bridging, refurbishment and development finance solutions to property professionals and investors across the UK. We pride ourselves on speed, flexibility, and a relationship-driven approach to lending.
Primary responsibilities
As a Direct Sales Coordinator, you will be the first point of contact for prospective borrowers, providing exceptional customer service and administrative support throughout the sales process. Working directly with borrowers, the role will focus on managing enquiries, coordinating loan applications, and building strong, lasting relationships to encourage repeat business and referrals.
Personal responsibilities will include but are not limited to:
Borrower Engagement & Relationship Development
* Conduct proactive outreach via telephone and email to introduce Catalyst’s lending products to prospective borrowers.
* Build rapport and trust with borrowers to understand their financing needs and objectives
* Maintain regular contact with borrowers throughout the application process, ensuring clear communication and managing expectations.
* Proactively identify and map new potential borrowers.
* Promote the company’s bridging products in a compliant and customer-focused manner.
New Business Support & Coordination
* Log and manage all borrower enquiries in the CRM system, ensuring accurate and up-to-date records.
* Coordinate with internal teams (underwriting, servicing, marketing) to ensure smooth processing of applications and consistent customer journey.
* Monitor application progress and proactively follow up on outstanding information.
Performance Monitoring
* Achieve agreed monthly and quarterly targets for deals introduced, conversion rates, and relationship engagement.
* Maintain accurate records of interactions and deal progression using the company CRM system.
* Provide regular reports and feedback to the Sales Director on account performance and pipeline.
Experience required:
* Minimum 1 years’ experience in a telephone-based sales or business development role.
* Proven ability to engage clients and build relationships over the phone.
* Strong organisational and data management skills.
* Confident communicator with excellent verbal and written communication abilities.
* Previous experience in the property finance or lending sector (bridging, development, or refurbishment finance) is advantageous.
* Experience using CRM systems to manage pipelines and client records.
Non-salary benefits:
* 25 Days Annual Leave + Bank Holidays.
* Annual Leave increases by 1 day per full year up to a max of 30 Days (pro-rata).
* Pension salary sacrifice
* Death in service (x4 annual salary)
* Ability to purchase/sell 3 days leave (post successful probationary period)
* Employee referral programme
* Company Christmas and summer parties
* Regular company social events
* Monthly Mindfulness sessions
* Free use of company paddleboards
This job description is not exhaustive and may be subject to periodic review.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Sales and Business Development
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