Northampton, United Kingdom | Posted on 29/05/2026
Responsibilities
* Support our sales team with all related sales administration activities including compiling, creating and checking finance documents, quotations and proposals, and ensuring all required documents are available as requested by our lenders
* Submit finance applications to lenders through online portals
* Complete credit checks and check lending/interest rates for client proposals
* Arrange required signatures for finance documents, checking document accuracy before authorising for payment
* Ensure our CRM is kept up-to-date with sales progress and client interaction alongside filing client information correctly
* Raise invoices and commission documents, checking formatting and information accuracy (including serial numbers, company details, addresses and so forth)
* Compile pay-out packs post-signing to be sent to lenders for processing
* Assist with client onboarding, including KYC checks
* Answer inbound calls and enquiries, directing to the relevant Account Managers and Sales Executives
* Complete outbound calls to lenders and banks to help progress sales and request updates alongside chasing suppliers for required details and letterheads
* Support our internal credit team with credit searches
* Any other appropriate job duties in line with the associated skill and experience of the post holder
Qualifications
Skills and Experience Required
* Degree-educated is strongly preferred, with a minimum of A-Levels, or equivalent, essential, at BBB or above
* Experience providing professional Administration or Sales Administration support is essential
* Ability to communicate clearly in-person, over email, and on the telephone
* Ability to pro-actively identify issues and blockages, working with the Sales Team to investigate and resolve in a timely manner to avoid further problems down the line
* Positive and engaging telephone manner
* Strong Microsoft Office skills with experience of using a CRM; knowledge of Xero would be beneficial
Personal Attributes
* Excellent written and oral communications skills
* Ability to remain calm under pressure and meet deadlines
* Strong organisational skills with a high attention to detail; proofreading experience is highly advantageous
* Ability to prioritise and handle multiple tasks at any given time in a fast-paced environment
* Pro-active and enthusiastic with a can do attitude
* Good commercial acumen
* Ability to work on own initiative as well as being a team player
Company Overview
Portman Finance Group was established in 2007 to provide UK SMEs with access to a range of finance options under one roof. We have now arranged over £1 billion in funding for over 15,000 companies.
Portman secure finance for businesses of all sizes via our own lending and panel of over 40 partners. We offer flexible payment terms, reducing large initial outlays and protecting cash-flow, and are one of the largest privately owned Broker-Lenders in the UK.
Portman work with any type of private sector business. We have a long and successful history of financing a variety of assets, quickly and easily. If you’re looking to lease or purchase further equipment, release equity or simply borrow, Portman can provide your business with the finance it needs.
Note on Recruitment Process
Please note that as part of the recruitment process a criminal records check/credit history check will be carried out by an authorised third party.
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