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- Tasks: Support sales and underwriting by managing enquiries and coordinating case progression.
- Company: Fast-growing lender in the alternative property finance market with a strong reputation.
- Benefits: Competitive salary, hybrid working, and significant long-term career progression.
- Why this job: Join a dynamic team and make a real impact on customer journeys and business growth.
- Qualifications: 1 year of admin or case management experience; strong organisational and communication skills.
- Other info: Ideal for those eager to learn and progress into underwriting or sales.
The predicted salary is between 30000 - 35000 £ per year.
If you’re ready to join a growing lender where you can build real industry expertise, gain exposure to both sales and underwriting, and position yourself for rapid career progression, this is the ideal opportunity.
About the Company
Our client is a dynamic, fast-scaling specialist lender operating within the alternative property finance market. With a strong reputation for service, speed and execution, they work across bridging, development and commercial lending. The business is expanding quickly, backed by experienced leadership and ambitious growth plans. This is a rare chance to join at a formative stage and become part of a high-performing, collaborative team on an exciting upward trajectory.
About the Role
This Sales Support position sits between Sales and Underwriting and offers broad exposure across the full lending journey. Unlike a classic Business Development role, this position is centred on analytical support, case progression and coordination. You will work closely with the BDM team, managing new enquiries, digesting key deal information and helping cases move smoothly through credit. The role is semi-customer-facing and ideal for someone with strong administrative or case management experience who is ready to take the next step into a more strategic, developmental position.
Key Responsibilities
- Manage and process incoming enquiries from the Sales team
- Liaise with brokers, borrowers and internal teams to progress cases through the credit process.
- Prepare initial assessments and summaries for the underwriting team.
- Coordinate documentation, conduct preliminary checks and ensure all case files are complete and compliant.
- Support both Sales and Credit to maintain an efficient, high-quality customer experience.
- Maintain accurate records, update systems and keep stakeholders informed throughout each case lifecycle.
- Contribute to continuous improvements across workflow, customer communication and operational processes.
Skills & Experience
- Around 1 year of experience in administration, case management or support within a lender.
- Experience from alternative finance (commercial, bridging, development) is preferred.
- Strong organisational skills with the ability to manage multiple live cases simultaneously.
- Confident communicator with strong attention to detail.
- Ability to interpret information and summarise key points clearly.
- Eager to learn, proactive and comfortable working in a fast-paced environment.
- Ambition to progress into underwriting or sales in the future.
- A team-oriented mindset with a willingness to take ownership and contribute to a growing operation.
- Strong analytical approach and willingness to develop technical knowledge.
Package
- £30,000 – £35,000 base salary, dependent on experience.
- Liverpool office – hybrid working, 2–3 days per week onsite.
- Significant long-term progression potential.
Why Apply?
This is an excellent chance to join a lender at a pivotal growth stage, where early team members quickly gain responsibility and long-term progression routes are wide open. This role is perfect for someone who wants more variety, more development and more opportunity than a traditional admin or case management job can offer, while making a visible impact on both the customer journey and the wider business.
Sales Support in Formby employer: NRG-Resourcing
Contact Detail:
NRG-Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Support in Formby
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues on LinkedIn. The more people you know, the better your chances of landing that Sales Support role.
✨Tip Number 2
Prepare for interviews by researching the company and understanding their lending processes. Be ready to discuss how your skills can help streamline case progression and improve customer experience.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple cases or projects simultaneously. This will demonstrate your ability to thrive in a fast-paced environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Sales Support in Formby
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant admin or case management experience, especially in alternative finance, to show us you’re a great fit for the Sales Support role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re excited about this opportunity. Share specific examples of how your organisational skills and proactive attitude have helped you in previous roles, and how you can contribute to our growing team.
Showcase Your Communication Skills: Since this role involves liaising with various stakeholders, make sure your application demonstrates your strong communication abilities. Use clear and concise language, and don’t forget to proofread for any errors!
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’re considered for this exciting opportunity right away!
How to prepare for a job interview at NRG-Resourcing
✨Know the Company Inside Out
Before your interview, make sure you research the company thoroughly. Understand their services, especially in bridging, development, and commercial lending. This will not only show your interest but also help you relate your experience to their specific needs.
✨Showcase Your Analytical Skills
Since the role involves analytical support and case progression, be prepared to discuss your previous experiences where you've demonstrated strong analytical skills. Bring examples of how you've managed multiple cases or summarised key information effectively.
✨Prepare for Customer Interaction Scenarios
As the role is semi-customer-facing, think about how you would handle various customer interactions. Prepare to discuss how you would liaise with brokers and borrowers, ensuring a smooth process through credit. Highlight any relevant experiences that showcase your communication skills.
✨Express Your Ambition
This position offers significant long-term progression potential, so don’t shy away from expressing your career ambitions. Talk about your eagerness to learn and how you see yourself progressing into underwriting or sales in the future. This shows you're not just looking for a job, but a career.