Job Role:

Sales Support Administrator

Portman Asset Finance, an expanding Asset Finance specialist based in Northamptonshire, is looking to recruit a Sales Support Administrator, based in our Brackmills office, to join our team. With a base salary of £24,000- £28,000, and bonus of 5-15%, our role will see you working closely with our Sales Team to support our brokering and lending business arms. As a key part of the role, the Sales Support Administrator will be responsible for gathering, checking and sending all sales-related paperwork between our clients and lenders, alongside ensuring both our Sales Team and all appropriate systems are keep updated with progress.

Due to the nature of the position, we are looking for someone who has strong attention to detail alongside the ability to manage multiple tasks simultaneously. Performing a pivotal role in our sales process, excellent communication skills will be essential to keep stakeholders updated and processes moving forward. An overview of the main duties has been provided below:

  • Support our sales team with all related sales administration activities including compiling, creating and checking finance documents, quotations and proposals, and ensuring all required documents are available as requested by our lenders;
  • Submit finance applications to lenders through online portals;
  • Complete credit checks and check lending/interests rates for client proposals;
  • Arrange required signatures for finance documents, checking document accuracy before authorising for payment;
  • Ensure our CRM is kept up-to-date with sales progress and client interaction alongside filing Client information correctly;
  • Raise invoices and commission documents, checking both formatting and information accuracy (including serial numbers, company details, addresses and so forth);
  • Compile pay-out packs post-signing to be sent to lenders for processing;
  • Assist with client onboarding, including Know Your Customer checks;
  • Answer inbound calls and enquiries, directing to the relevant Account Managers and Sales Executives;
  • Complete outbound calls to lenders and banks to help progress sales and request updates alongside chasing suppliers for required details and letterheads; and
  • Support our internal credit team with credit searches.

Note this role is based 5 days per week in our Brackmills, Northampton Office

Skillset, Experience & Qualifications

  • Experience providing professional Administration or Sales Administration support is essential;
  • Ability to communicate clearly in-person, over email, and on the telephone;
  • Ability to pro-actively identify issues and blockages, working with the Sales Team to investigate and resolve in a timely manner to avoid further problems down the line;
  • Positive and engaging telephone manner;
  • Strong Microsoft Office skills with experience of using a CRM; knowledge of Xero would be beneficial;
  • Excellent written and oral communication skills;
  • Ability to remain calm under pressure and meet deadlines; 
  • Strong organisational skills with a high attention to detail; proof-reading experience is highly advantageous;
  • Ability to prioritise and handle multiple tasks at any given time in a fast-paced environment; 
  • Pro-active and enthusiastic with a can do attitude; 
  • Good commercial acumen; and 
  • Ability to work on own initiative as well as being a team player. 

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