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Credit proposal administrator

Tamworth
Permanent
£24,000 a year
Posted: 9h ago
Offer description

Job Title: Credit Proposal Administrator Location: Tamworth Employment Type: Permanent Salary: £24,785 Working Hours: Monday to Friday, 9:00am 5:30pm with a 30-minute lunch break No evenings or weekends About the Role We are recruiting on behalf of a well-established and people-focused organisation for a confident and detail-oriented Credit Proposal Administrator to join their Proposal Team. This role requires someone who is highly organised, proactive, and able to manage multiple responsibilities while ensuring all proposals are accurately prepared and ready for underwriting. The successful candidate will liaise with Sales, Operations, and Underwriters to ensure all necessary information is captured, searches are conducted, and deals are fully documented. A confident telephone manner and an ability to ask the right questions to gather accurate proposal details are essential. Benefits Package 20 days annual leave 8 bank holidays Christmas to New Year shutdown Your birthday off Option to purchase additional holiday Access to BHSF benefits, including: Private medical appointments Mental health resources Death in service insurance Full training provided Team socials and recognition for long service Free on-site parking and discounted travel options Key Responsibilities Assist with taking and inputting all proposals, carrying out searches as part of the Proposal Team for Supplier Sales, Customer Sales, Operations, and Internal Sale Liaise with Sales and Operations to ensure all necessary proposal details are captured, including company information, trading history, payment profiles, finance type, and equipment description Input proposals accurately into Leaseman and carry out all required searches to prepare deals for underwriting, including Experian, Land Registry (UK & Scotland), Companies House, Charity Registers (UK, Scotland & Ireland), and Credit Safe Conduct follow-up calls to gather missing information or refer back to Operations as needed Work closely with Credit Underwriters to complete any additional searches and support accurate deal processing. Ensure all company values and vision are upheld when dealing with staff, customers, and third parties. Skills and Experience Essential: Confident and professional telephone manner Strong attention to detail and accuracy Organised, proactive, and able to manage multiple priorities Experience in credit administration or finance operations is desirable Excellent IT skills and familiarity with data input systems Desirable: Previous experience with Leaseman or similar credit proposal software Knowledge of credit searches and financial documentation processes

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