Sales Administrator

Connections, in collaboration with a distinguished company in the Financial Services sector, is excited to present an exceptional opportunity for a Sales Support Administrator. This role serves as an entry point into a dynamic, expanding company that prioritizes its workforce, encourages career development, and offers an attractive salary along with a comprehensive benefits package. The company is committed to fostering a vibrant and inclusive working environment.
Key Responsibilities:
As a Sales Support Administrator, your role involves:

1. Document Assessments and Record Organization:
   
   • Conducting meticulous document assessments to ensure organized records for compliant case advancement.
   • Precisely entering data into the CRM system.
2. Lending Policy Understanding and Due Diligence:
   
   • Demonstrating a deep understanding of lending policies.
   • Conducting due diligence checks and preparing cases for underwriting with a strong emphasis on precise document validation.
3. Communication Management:
   
   • Managing correspondence through email and telephone.
   • Efficiently channeling completed applications to the underwriting team.
4. Collaboration and Updates:
   
   • Collaborating effectively with Business Development Managers and Intermediaries.
   • Providing pertinent updates on cases.
5. Client Onboarding and Regulatory Compliance:
   
   • Guiding clients through the onboarding process while ensuring regulatory compliance.
6. CRM System Maintenance:
   
   • Keeping the company's CRM system up to date with accurate information.
   • Spanning from initial inquiries and terms to the application pipeline.
7. Precision in Data Entry:
   
   • Maintaining a high level of precision in data entry and ongoing record maintenance.
8. Relationship Building:
   
   • Building and nurturing relationships with Intermediaries to understand timelines and protocols.
9. Task Management:
   
   • Efficiently addressing daily tasks and email communications.
10. KPI Target Achievement:
    
    • Meeting KPI targets set forth by the organization.

Qualifications and Skills:

• Previous experience in a sales support or administrative role.
• Proficient in CRM systems and data entry.
• Strong understanding of lending policies and due diligence procedures.
• Excellent communication and organizational skills.

Join our team and embark on a rewarding career with a company committed to your success! Apply now to be considered for this exciting opportunity.
Connections is an equal opportunity employer, and we encourage candidates of all backgrounds to apply.