Sales and Administration Executive

The Role

• Working within a fast-paced financial organisation to provide full admin support across office-based functions and new business - with full training to be given.
• Maintaining relationships with clients , ensuring excellent customer service is maintained at all times.
• Robust administration of client letters and files throughout a project.
• General office admin support.
• Liaise with clients, introducers, lenders and our business development team.
• Supporting the Finance and Credit Control department, as required.

The Responsibilities

• Proactively maintain all client relationships to ensure that we are their first choice for any future potential facilities.
• Manage effectively and in accordance with policy and practice; the administration of ledgers, payment requests, monthly reconciliations and monthly management information.
• Review client bank statement entries and request further information from clients if required.
• Review cash collections and dilutions trends within your portfolio.
• Review all facility documents to ensure a full understanding of the client’s risk profile.
• Ensure all clients’ needs are being met and there are good communications via email, face to face and telephone.
• Supporting the business with an excellent on boarding experience for the client by always maintaining a high level of customer service while adhering to the on boarding process.
• Support for the Operations and Brokerage team during times of peak activity.
• Conduct 'know your customer’ checks on potential borrowers.
• Raise any areas of concern in a timely manner to allow remedial action to be taken.
• Input accurate and up to date information onto the Customer Relationship Management system.
• Ensure the security documents related to each loan drawdown are signed and filed post completion.
• Compose all post sale paperwork and send post completion welcome e-mails.
• Undertake ad hoc project work and initiatives as directed.
• Accompany Portfolio Manager to client meetings as required and produce client review documents to update the business on the client’s business.
• Review audit report and follow up if required.
• Provide client training on our operating system to assist with reconciliations and Adhere to all Company policies and procedures.
• Any other duties or projects commensurate with the level of responsibility of this role, for which the role holder has the necessary experience and/or training.

The Requirements

• Experience - Proven experience of maintaining relationships in any finance environment desirable but not essential.
• Skills - Customer service skills and ability to work alone whilst being a team player.
• Microsoft Office, particularly Excel. Numerate and literate. A good understanding of reading
• financial accounts. Problem solver and awareness of risk.
• Qualifications - Educated to at least A Level standard and pass aptitude test.
• Full driving licence