Sales Administrator in Watford

Are you an experienced Sales Administrator who enjoys taking ownership, supporting colleagues, and delivering excellent service? Do you thrive in a fast-paced environment where managing client relationships, coordinating with brokers, and ensuring accuracy and compliance are key to success? If this sounds like you, then this could be the perfect next step in your career. Apply today and let’s grow together at West One Loans.

Key Accountabilities

• To assist the sales team in delivery of new business targets by completing essential administrative functions within agreed SLA.
• Manage the workload and effectively prioritise requests to support the sales team in meeting business targets.
• Speaking to our introducers and handling queries to provide impeccable service and maximise sales opportunities as an extension to the sales team.
• Maintaining introducers on the system, ensuring they have the required permissions and licences to transact with West One and obtaining relevant documentation.
• Ensure knowledge of wider group products and criteria to identify opportunities for cross product sales.
• Ensuring that systems are kept up to date, accurately recording the discussions/activities.
• Maintain knowledge of general market as applicable/where enables and/or impacts sales e.g., basic mortgage definitions, current mortgage market trends/news.

Key tasks include:

• Producing/amending accurate bridging terms upon request from the sales team and sending to intermediaries/clients with application documents within agreed SLA’s.
• Assess new application forms received immediately, checking the required information is completed before progressing cases to underwriting and sending follow up internal/intermediary/client emails.
• Creating ESIS documents accurately and within SLA, ensuring advising brokers have required permissions to provide advice on regulated cases.
• Support the sales team to resolve any queries on applications in a timely manner.
• Maintain intermediary information on our originations system including loading on a new firm/broker and/or amending broker information.
• Obtaining required documents, ICO/FCA/Introducer Agreements for intermediary maintenance.
• Answer the overflow of calls for Bridging enquiries.
• Understand and be able to articulate West One’s bridging product features and processes.
• Where sales opportunity is identified, ensure the regional BDM team are notified to make introductions.
• Support the needs of the business as required.
• Support regional teams with enquiries where capacity issue occur, i.e. annual leave, sickness, etc.

Skills & Competencies

• Pass internal competency tests post induction.
• Good telephone manner and able to articulate yourself well.
• Ability to multi-task to ensure SLA's are met.
• Excellent attention to detail, being able to identify any errors to ensure accurate information is created.
• Logical and organised, good administration skills.
• Be able to work efficiently and prioritise where necessary.
• Approachable, resilient and flexible, ability to stay calm under pressure.

Knowledge & Qualifications

• Experience within an administrative role.
• Previous experience within financial services or bridging finance desirable but not essential.
• PC Literate with a good knowledge of Outlook, Word, Excel and PowerPoint.

Personal Attributes

• Excellent communication skills.
• Resilient and flexible.
• Team Player.
• Approachable and self-motivated.

Why Join Us?

At West One Loans, we’re growing fast and looking for ambitious people who want to be part of our exciting journey. We’ll give you the tools, training, and support you need to succeed, while offering clear opportunities to progress your career. Alongside this, we offer a strong benefits package, including private medical healthcare, 25 days’ annual leave, paid volunteering days, and a host of additional benefits. If you’re ready to build your career with a Specialist Lender and make an impact - click apply today!