Sales Administrator
Overview
We are seeking a highly organized and detail-oriented Sales Administrator to support our New Business team in the fast-paced world of bridging finance. This vital role ensures that applications are processed efficiently, data is accurate, reports are timely, and the wider sales operation runs smoothly. You will be the administrative backbone of the sales function, collaborating with internal teams to maintain high service standards and help achieve business goals.
Key Responsibilities
Administrative & Application Support
Chase application packs on new deals once confirmed as proceeding by the Business Development team
Review incoming documentation for completeness prior to submission to the Credit team
Liaise with underwriters to ensure all required documents are submitted promptly and accurately
Ensure all borrower records and application files are complete, accurate, and GDPR compliant
Data Management & Record Keeping
Maintain up-to-date and accurate records of enquiries, applications, and completions.
Keep productivity trackers and CRM systems current (e.g. Salesforce, BreatheHR)
Update the team productivity board daily to reflect key performance metrics
Reporting
Produce and distribute daily and weekly sales figures, including:
Enquiry volumes
Application predictions
Closed/lost deals
Outbound calls (KPI tracking)
Tawk To activity reports
Collate and submit weekly pipeline reports to the Sales Director and SMT
Support the creation of reports identifying delays or bottlenecks in the application and credit assessment process
Team Support & Coordination
Organize and book internal meetings, including:
Monthly New Business team meetings
Quarterly sales events
Assist in coordinating broker gifts, staff events, and internal initiatives
Support with administrative tasks in the recruitment process (e.g. interview scheduling, onboarding documentation)
Manage team annual leave and sickness tracking via BreatheHR, ensuring staffing coverage is maintained
Commission & Financial Admin
~ Collate monthly commission data for the New Business team and submit to the Finance department on time
Skills & Experience Required
Prior experience in an administrative role (property finance or financial services preferred)
Excellent organizational and time-management skills
High attention to detail and ability to manage multiple tasks and deadlines
Proficient in Microsoft Office (Excel, Word, Outlook)
Proficient in Salesforce
Strong written and verbal communication skills
A proactive, can-do attitude with a willingness to support wherever needed
Desirable (Not Essential)
Familiarity with bridging finance or mortgage lending
Experience working in a sales support, credit, or operations team within financial services
Remuneration:
· Basic Salary £25-£27.5k DOE
· Performance-related bonuses
Benefits :
· Workplace pension scheme
· 25 days annual leave, plus bank holidays; increasing by 1 day per year worked, up to a maximum 30 days
· Option to buy/sell up to 3 days holiday per annum (upon successful completion of probationary period)
· Death in Service at 4 x salary (from day one of employment)
· 5-year, 10-year and 15-year excellent service awards
· Car parking (limited onsite or, if offsite, cost of parking refunded)
· Employee Assistance Programme providing access to mental health support and counselling
· And more….