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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 growth.
- Other info: Fast-paced role with a focus on teamwork and professional development.
- Why this job: Be a key player in facilitating successful financial deals and building 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
- 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)
- 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
- Reliable, adaptable, and self-motivated
Internal Sales Support in York employer: CRS
Contact Detail:
CRS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Internal Sales Support in York
✨Tip Number 1
Network like a pro! Reach out to your connections in the commercial finance and banking sectors. We all know that sometimes it’s not just what you know, but who you know that can help you land that Internal Sales Support role.
✨Tip Number 2
Prepare for those interviews by brushing up on your case handling skills. We recommend practising common scenarios you might face in the role, so you can show off your ability to manage multiple cases and keep everything organised under pressure.
✨Tip Number 3
Don’t forget to showcase your communication skills! When you’re chatting with potential employers, make sure to highlight your experience working with brokers and lenders. We want them to see how you can be the key point of contact they need.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Internal Sales Support in York
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 the Sales Support role. Be sure to mention your ability to manage multiple cases and your experience with brokers and lenders.
Show Off Your Attention to Detail: In this role, accuracy is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is spot on!
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 simultaneously, be ready to discuss how you prioritise tasks and keep everything on track. Prepare examples from your past experience where you successfully juggled various responsibilities without missing a beat.
✨Communicate Clearly
Excellent communication is crucial in this role. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few scenarios where you effectively communicated with brokers or lenders to resolve issues or progress deals.
✨Be Proactive and Solutions-Focused
During the interview, highlight your proactive approach to problem-solving. Share specific instances where you identified potential risks or delays and took the initiative to address them before they became bigger issues. This will show that you’re not just reactive but also forward-thinking.