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- Providing comprehensive administrative support to the sales team, including compiling, creating, and reviewing finance documents, quotations, and proposals.
- Submitting finance applications to lenders via online portals.
- Conducting credit checks and verifying lending rates for client proposals.
- Arranging signatures for finance documents and ensuring document accuracy before authorisation for payment.
- Maintaining accurate records in the CRM system and ensuring proper filing of client information.
- Preparing invoices and commission documents, ensuring accuracy of details such as serial numbers, company details, and addresses.
- Compiling payout packs post-signing for submission to lenders.
- Assisting with client onboarding processes, including KYC checks.
- Handling inbound calls and enquiries, directing them to the appropriate team members.
- Conducting outbound calls to lenders and suppliers to facilitate sales progress and obtain required documentation.
- Supporting the internal credit team with credit searches.
- Undertaking any other duties relevant to the role.
- A degree qualification is preferred. Strong academic background, including A-levels (or equivalent)
- Proven experience in providing professional administrative support within a sales environment.
- Excellent communication skills, both written and verbal.
- A positive and engaging telephone manner.
- Strong critical thinking skills with the ability to identify and resolve issues proactively.
- Proficiency in Microsoft Office and experience using CRM systems; familiarity with Xero is advantageous.
