Job Description
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….