Administrator in Mortgage Division coordinating lender-related activities and ensuring operations run smoothly. Involved in event management, invoicing, and data reporting while collaborating with cross-functional teams.
Responsibilities
Coordinate day-to-day operational support for partnerships
Track activity, manage purchase orders, and maintain accurate audit records
Produce and deliver management information (MI) and reports
Support planning and delivery of events, webinars, and conferences
Manage bookings, schedules, attendance tracking, and communications
Provide live support during virtual events and assist with troubleshooting
Prepare and proofread event materials, ensuring everything is accurate and ready
Help deliver lender marketing activity in collaboration with the Marketing team
Maintain trackers, update activity status, and support timely invoicing
Manage queries via the Marketing inbox and assist with content preparation
Produce accurate and timely reporting for internal teams and lender partners
Support MI packs, including aged debtor reporting and performance insights
Maintain data integrity and carry out operational audits
Ensure activity is correctly recorded and ready for billing
Support invoicing, reconciliation, and aged debtor processes
Work closely with Finance to maintain accuracy and meet deadlines
Maintain CRM records and ensure compliance with operational processes
Support continuous improvement by identifying efficiencies and enhancements
Assist with ad-hoc tasks, projects, and process reviews
Requirements
Strong organisational and administrative skills with excellent attention to detail
Ability to manage multiple priorities and deadlines effectively
Clear and confident communication skills (written and verbal)
Solid IT skills, including Excel and PowerPoint
Experience in financial services, mortgages, or a regulated environment
Exposure to events, marketing operations, or campaign delivery
Familiarity with invoicing, financial administration, or MI reporting
Benefits
**Location: ****This is a hybrid role - where you'll need to be able to spend up to 3 days each week in our Huddersfield office.****
**Right to Work: **
Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
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