Sales & Finance Administrator

This is a remote position.

ROLE: Sales & Finance Administrator  

LOCATION: Remote

Our client is an expeditious, highly energised business breaking new ground  in the commercial finance space. We have excellent backing with a small but  immensely experienced & agile management team. We’re punching above our  weight and becoming a revolutionising market leading commercial finance  broker by provide bespoke lending solutions to businesses throughout the UK.  

This genuinely exciting role will mostly be dealing with and supporting the  funding process of motivated SMEs. There will also be the opportunity to help  contribute to the growth of the business as well as influence strategy. 

We need a colossally dynamic rising superstar whose aspirations are to be part of  and help build an exceedingly ambitious company. This individual must have the  entrepreneurial instinct & vision to match the company’s farsightedness. You need to be a self-believing, enterprising individual with exceptional  communication skills and intelligence to look beyond just ‘the role’. If you’re keen to make impact, have influence as well as the vision to see career  progression beyond conventional hierarchical company programmes, then this  could be the role for you.  

The individual we chose will also need to personify the organisations culture which embraces originality, earnestness, collaboration, transparency, vibrancy, and trust. 

Our Client  will support the right person with training, flexible working patterns  including working from home and fitting around the family where needed.  

Requirements

Role summary:  

Who are we looking for:  

• Ideally 2+ years experience within the financial services  

• Proven performer 

• Shown ingenuity that has helped become a top performer • Ability to quickly adapt as the company evolves through test & learn • Self-believing and enterprising 

Responsibilities include: 

• Management & administration of finance applications: 

o Check correct information has been received 

o Follow up with Business Finance Specialists (BFS) if any documents  missing, which may include following up with client to collate where  appropriate 

o Update information on CRM (Salesforce) and upload documents o Review application to help determine quality and likely lenders to  send it to, or suggest to decline based on data vs lender criteria o Place application with lenders (either via their portals or email) o Follow up & chase lenders where required 

o Liaise, update and work closely with BFS’ 

o Suggest changes and improvements 

Why should you join us:  

• Base salary

• A start-up mentality 

• The role will have direct influence on the company’s success and evolution • Truly collaborative and transparent culture 

• Work alongside the founder and management team with a wealth of  experience