Sales Coordinator

Financial Services

£25,000

Cardiff

We are looking for a driven and detail-oriented Sales Coordinator to support the Sales Team. This is an entry-level opportunity, ideal for someone starting their career who is eager to learn, work hard and progress within the Bank.

This is a fully office-based role where you will play a key part in keeping the sales function organised, efficient and moving forward. It is a fantastic opportunity for someone to progress in to a Business Development role in the future.

The role:

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• Supporting Sales Team with day-to-day administrative tasks
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• Managing and updating CRM systems and internal databases
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• Preparing sales documents, ESIS/ DIPs, sales calculations, file set up, amendments
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• Coordinating internal processes to support the sales cycle
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• Liaising with BDEs to ensure tasks are completed efficiently and on time
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• Liaise with lending operations to ensure deals progress to underwriting
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• Tracking progress of deals and maintaining accurate records
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• Assisting with data entry, analysis and reporting
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• Ensuring all admin tasks are completed with accuracy and attention to detail
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Experience:

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• Computer literate, with good working knowledge of Microsoft Office (Excel, Word, Outlook)
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• Strong written and verbal communication skills
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• Comfortable working in a fast-paced, office-based environment
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• Ability to build effective working relationships with internal teams
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• Previous admin experience is beneficial but not essential
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