CBC Logo 2017to £25,000 per annum plus benefits.

Our client is an innovative, ambitious SME financing company. They are looking for a Sales Support Executive to join the team.

Key Responsibilities:

  • Processing of new proposals in line with customer needs and agreed service levels, ensuring the correct information has been provided for credit review.
  • Packaging the proposal information for sign off and once a decision is made liaising with introducers to provide approval or rejection.
  • Follow up all accepted proposals with introducers in order to secure the business.
  • Prepare proposals ready for pay out ensuring all AML checks have been made and paperwork is fully completed and signed.
  • Regularly review progress with the external sales team to maintain the highest level of customer service.
  • Liaise with solicitors and property valuers when deals have been approved and follow up to completion.
  • Making sure customer account records are maintained and up to date.
  • Prepare and communicate monthly introducer reviews.

Key Skills:

  • Sales support experience gained within an internal sales function.
  • A background in financial services, and ideally knowledge of the SME property finance sector.
  • An appreciation of credit would be advantageous.
  • Experience of building internal and external stakeholder relationships.
  • Excellent written and verbal communication skills.
  • Good customer care, time management and organisational skills.
  • Ability to work to service level deadlines.

Contact: Lucy 07970 513955 lucy@cbcrs.co.uk