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- Tasks: Manage commercial finance cases from start to finish in a fast-paced environment.
- Company: Join a dynamic team in the commercial finance sector.
- Benefits: Competitive salary, supportive team culture, and opportunities for professional growth.
- Other info: Fast-paced role with opportunities to develop your skills and advance your career.
- Why this job: Be a key player in facilitating successful deals and building strong relationships.
- Qualifications: Experience in mortgage handling or commercial finance is essential.
The predicted salary is between 30000 - 40000 £ per year.
We are seeking an experienced and detail-oriented Sales Support to manage commercial finance cases from initial submission through to completion. Candidates must have experience in mortgage case handling, commercial finance brokerage, or commercial banking support, and be confident managing multiple live cases simultaneously. The role involves working closely with brokers, lenders, and internal teams to ensure the smooth progression of deals, accurate documentation, and successful completion within a fast-paced, deadline-driven environment.
Roles and responsibilities:
- Manage a pipeline of live cases from submission through to completion
- Track progress and proactively follow up with lenders and stakeholders to avoid delays
- Act as a key point of contact for brokers, lenders, and internal teams
- Submit and package applications in line with lender requirements
- Respond to lender queries and support resolution of outstanding requirements
- Review, verify, and process supporting documentation
- Maintain accurate CRM records and case notes
- Provide timely updates to stakeholders and support deal progression
- Escalate risks, issues, or delays where appropriate
- Ensure compliance with internal policies and regulatory requirements
- Support reporting on case progress and pipeline
Skills & Experience:
- Experience in commercial finance brokerage, commercial banking support, or residential mortgage case handling (with transferable skills)
- Proven ability to manage multiple cases simultaneously
- Strong organisational and prioritisation skills
- Excellent communication skills (written and verbal)
- High level of attention to detail and accuracy
- Confident using CRM systems and Microsoft Office
- Exposure to commercial lending and lender interactions (desirable)
- Understanding of credit / underwriting processes (desirable)
Personal Characteristics:
- Proactive and solutions-focused approach
- Strong team player with a collaborative mindset
- Professional and customer-focused
- Able to work under pressure and meet deadlines
- Numerically competent with good analytical ability
- Highly organised with the ability to multitask effectively
Internal Sales Support employer: CRS
Contact Detail:
CRS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Internal Sales Support
✨Tip Number 1
Network like a pro! Reach out to your connections in the commercial finance and banking sectors. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your case handling knowledge. Be ready to discuss specific examples of how you've managed multiple cases and resolved issues in the past.
✨Tip Number 3
Show off your organisational skills! Bring a portfolio or a digital presentation to interviews that highlights your experience with CRM systems and case management.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we love seeing candidates who take that extra step.
We think you need these skills to ace Internal Sales Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in mortgage case handling or commercial finance. We want to see how your skills match the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Sales Support role. Be specific about your experience with managing multiple cases and working with brokers and lenders.
Show Off Your Organisational Skills: In your application, give examples of how you've successfully managed multiple live cases. We love candidates who can juggle tasks while keeping everything on track, so let us know how you do it!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at CRS
✨Know Your Stuff
Make sure you brush up on your knowledge of commercial finance and mortgage case handling. Familiarise yourself with the key processes and terminology, as this will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Organisation Skills
Since the role involves managing multiple cases, be ready to discuss how you prioritise tasks and keep everything on track. Prepare examples from your past experience where you successfully juggled several responsibilities at once.
✨Communicate Clearly
Excellent communication is crucial in this role. Practice articulating your thoughts clearly and concisely. Think about how you can convey complex information simply, especially when discussing your experience with brokers and lenders.
✨Be Proactive
Demonstrate your proactive approach by preparing questions about the company’s processes and how they handle case management. This shows that you're not just interested in the role but also in contributing positively to their team.