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Sales and Administration Executive

Posted 13 days ago

  • York, North Yorkshire
  • Any
  • External
  • Expired - 3 months ago
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 clients 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...
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