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Sales administrator

Bournemouth
Catalyst Property Finance
Sales administrator
Posted: 6 June
Offer description

Sales Administrator OverviewWe 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 ResponsibilitiesAdministrative & Application SupportChase application packs on new deals once confirmed as proceeding by the Business Development teamReview incoming documentation for completeness prior to submission to the Credit teamLiaise with underwriters to ensure all required documents are submitted promptly and accuratelyEnsure all borrower records and application files are complete, accurate, and GDPR compliantData Management & Record KeepingMaintain 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 metricsReportingProduce and distribute daily and weekly sales figures, including:Enquiry volumesApplication predictionsClosed/lost dealsOutbound calls (KPI tracking)Tawk To activity reportsCollate and submit weekly pipeline reports to the Sales Director and SMTSupport the creation of reports identifying delays or bottlenecks in the application and credit assessment processTeam Support & CoordinationOrganize and book internal meetings, including:Monthly New Business team meetingsQuarterly sales eventsAssist in coordinating broker gifts, staff events, and internal initiativesSupport 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 maintainedCommission & Financial AdminCollate monthly commission data for the New Business team and submit to the Finance department on time Skills & Experience RequiredPrior experience in an administrative role (property finance or financial services preferred)Excellent organizational and time-management skillsHigh attention to detail and ability to manage multiple tasks and deadlinesProficient in Microsoft Office (Excel, Word, Outlook) Proficient in SalesforceStrong written and verbal communication skillsA proactive, can-do attitude with a willingness to support wherever needed Desirable (Not Essential)Familiarity with bridging finance or mortgage lendingExperience working in a sales support, credit, or operations team within financial servicesRemuneration:· Basic Salary £25-£27.5k DOE· Performance-related bonusesBenefits :· 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….

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