Sales and Operations Administrator
Location: Milton Keynes
Job Description:
Our client is seeking Sales and Operations Administrator to join their team on a permanent basis. The Sales and Operations Administrator will have excellent attention to detail, strong experience in managing data and liaising with internal teams and clients.
Responsibilities:
1. Processing new client proposals and gathering the right information.
2. Submitting applications through lender portals and tracking their progress.
3. Maintaining the CRM (Pipedrive) to ensure every lead, deal, and update is logged correctly.
4. Making sure all paid-out cases remain compliant and all required documents are in place.
5. Being first to respond to the shared sales inbox, forwarding enquiries to the right account manager.
6. Liaising with lenders and internal team members to keep deals moving efficiently.
7. Assisting with basic reporting and keeping the managemen...