Sales Support Executive - Richmond, United Kingdom - Corporate Recruitment Solutions

Corporate Recruitment Solutions
Corporate Recruitment Solutions
Verified Company
Richmond, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

About the Sales Support Executive
My client is a fast-growing commercial broker within the SME Lending landscape. Since launching in 2015 they have disrupted the space with their fast and efficient offering allowing SME businesses to choice the right funding option for them

The leadership team are very well networked having successfully built SME lenders in the past creating a great learning opportunity for this individual to progress and learn the rope from industry professionals


Fantastic agile working culture, perfect for someone who wants to get stuck in and have visibility of full deal cycle working within a truly collaborative culture.

They are also an employee owned business meaning you see direct benefits of your hard work


On offer:


  • Fantastic team to learn from based in Richmond, cool tech offices.
  • Employeeowned company creating good overall earning potential year on year
  • Broad role allowing lots of development and progression opportunities.

As the Sales Support Executive your responsibilities and duties will include:

  • Handling lender, supplier and customer enquiries in a timely and efficient manner
  • Reviewing business bank statements to present a good lending case to the appropriate lending panel
  • Managing the administrative life cycle of proposals from receipt of enquiry through to completion and payout in line with our lender's procedures
  • Documenting up to date lending policies from our Lenders on our systems to show the most recent, correct information
  • Raising and completing financial documents for customers to sign, ensuring lending conditions are met.
  • Review new business files and progress agreements to payout, ensuring they have been processed in line with lender's policies and procedures;
  • Ensure that agreements are uploaded accurately to our CRM system.
  • Liaising with Lenders and our Sales Team to obtain requested information
  • Loading customer proposals on to web portals
  • Keeping our Internal CRM and filing system up to date with correct, relevant information

Essential Skills and Competenciesof theSales Support Executive are:

  • A solid understanding of a complex administration process managing multiple stakeholders
  • Confident with financial data e.g. basic analytics on financial statements
  • Strong attention to detail to ensure a streamlined process for both clients and lenders


  • Good Microsoft skills

  • Excel and Word
  • Good organisational skills
  • Strong communication skills both written and verbal
  • Proactive and positive approach
  • Problem solving
  • Ability to work well independently and with team members
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