Sales and Administration Executive
Foggathorpe
£ 25000 - 30000/annum
The Role
* Working within a fast-paced financial organisation to provide full admin support across office-based functions and new business – with full training to be given.
* Maintaining relationships with clients , ensuring excellent customer service is maintained at all times.
* Robust administration of client letters and files throughout a project.
* General office admin support.
* Liaise with clients, introducers, lenders and our business development team.
* Supporting the Finance and Credit Control department, as required.
The Responsibilities
* Proactively maintain all client relationships to ensure that we are their first choice for any future potential facilities.
* Manage effectively and in accordance with policy and practice; the administration of ledgers, payment requests, monthly reconciliations and monthly management information.
* Review client bank statement entries and request further information from clients if required.
* Review cash collections and dilutions trends within your portfolio.
* Review all facility documents to ensure a full understanding of the client’s risk profile.
* Ensure all clients’ needs are being met and there are good communications via email, face to face and telephone.
* Supporting the business with an excellent on boarding experience for the client by always maintaining a high level of customer service while adhering to the on boarding process.
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