Sales Support Executive

Bristol or Manchester, GB

We are looking for an Sales Support Executive to join our team.

To work as part of our existing bridging sales team to pro-actively support and assist Regional Directors with the conversion of new business opportunities. We expect you to demonstrate our core values of Decency, Enterprise and Brilliance at all times. You will be responsible for ensuring that excellent customer service is given to all prospects, introducers, internal and external customers.


Key Responsibilities:

  • Issuing indicative terms for new enquiries
  • Creating heads of terms documents for new enquiries
  • Performing all credit searches for the team and the wider sales force in relation to bridging loan enquiries
  • Analysing and reporting back on the credit searches
  • Partial completion of new business reports
  • Creating “credit backed” offer letters for approved facilities
  • Creating valuation instructions following credit committee approval
  • Creating conveyance instructions following credit committee approval
  • Completing business terms sheets ready for legal documents to be issued by solicitors
  • Inputting new facilities to Sentinel in anticipation for pay out
  • Preparing full client file in anticipation for pay out
  • Ensuring all clients files are backed up and ready for archiving
  • Weekly broker updates
  • CRM management

Behaviours & Characteristics:

The key behaviours required for this role are:

  • Strong communicator
  • Ability to problem solve
  • Self-motivated
  • Team player
  • Committed & confident
  • Adaptable
  • Values driven
  • Organised
  • Customer focussed & people centric
  • Proactive
  • Approachable


Key Skills & Knowledge:

  • Ability to demonstrate relationship building skills
  • Basic commercial awareness and basic technical knowledge of funding
  • Basic planning and delivery skills
  • Financially literate
  • Ability to engage and influence internal stakeholders
  • Good time management

Salary: Competitive

Job posted: 02 July 2019

*If you send us your CV but your application is unsuccessful, you consent to us keeping a copy of your CV on our records for 6 months. This is so that we can consider you should another role become available which we feel may be suitable for you. Your CV will be permanently deleted after 6 months. If you would rather we did not do this then please do let us know when you submit your CV to us.

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