Sales Support Advisor

Financial Services
Job Type: Permanent
Location: Billericay

Posted on:
January 12, 2022
Phone: 07495 160258
Url :


Sales Support Advisor- Asset Finance

Our client, a highly successful asset finance based lender, is looking for a sales support executive to join their Essex based team.

Responsibilties of the role will involve :
  • Providing administrative support by processing all new deals from initial proposal through to pay-out, in line with department policies and procedures. Working closely with the sales and credit teams to ensure a smooth transaction for the customer.
  • Prepare proposals received from brokers completing various searches and obtaining valuations for submission onto Underwriting

  • Communicating decisions received from the underwriter, keeping sales staff and brokers updated with deal status

  • Upkeep of CRM system with accurate customer proposal information

  • Chasing Brokers and sales people for updates on pending and agreed proposals

  • Raising and checking documentation as required

  • Checking deals for payout, ensuring all necessary documentation is present and correct and in line with credit approval

  • Taking responsibility and ownership of queries so that any issues which may result in a delayed payout are communicated to the sales person, broker or customer

  • Activation of agreements and authorisation of bank payment

  • Set up of new brokers, obtaining all required information and completing relevant searches and forms for submission to underwriting

  • Prepare broker annual reviews, completing checks and obtaining any missing information for submission to underwriting

  • Organising post received, updating hard copy files with original documentation

The ideal candidate will have lease experience or a financial service background.

Key Attributes that the successful candidate would posess would include being:

  • Self-motivated & Sales driven

  • Experience of working in a sales targeted environment and working to tight deadlines

  • Good attention to detail

  • Ability to handle high workloads without impact on accuracy and quality of work

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