The Role This is a varied, all-round administration role providing essential support across the business. Reporting to the Operations Manager, the Administrator works closely with the Head of Sales and Head of Underwriting to keep deals, records, and documentation moving e?ciently from enquiry through to completion. The role covers a broad range of responsibilities, including preparing quotes and o?er letters, maintaining and updating records, conducting KYC and AML checks on borrowers, and managing document control processes. Accuracy, organisation, and the ability to manage multiple priorities are essential, as the role is central to keeping the sales and underwriting teams running smoothly and ensuring compliance and audit requirements are consistently met. Key Responsibilities Sales & Underwriting Support Prepare and issue loan quotes on behalf of the Head of Sales, accurately re?ecting agreed terms
Draft, prepare, and issue o?er letters in line with approved lending terms
Liaise with brokers, introducers, and borrowers to gather information required to progress applications
Provide day-to-day administrative support to the Head of Underwriting throughout the case
lifecycle Track deal progress and ?ag delays or outstanding requirement
KYC & AML / Borrower Due Diligence Carry out KYC and AML checks on borrowers in line with company policy and regulatory requirements
Collect, verify, and record identi?cation, source of funds, and source of wealth documentation
Maintain accurate and up-to-date KYC/AML records to support audit and compliance requirements
Escalate discrepancies, missing information, or areas of concern to the appropriate person
Records & Information Management Record and update information accurately across the CRM, trackers, and internal logs
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Business Support Administrator in Liverpool employer: Aimee Willow Connex
Join a vibrant and rapidly expanding organisation in Manchester, where your expertise as a Business Advisory Manager will make a significant impact on businesses facing financial challenges. We pride ourselves on fostering a collaborative work culture that encourages professional growth and development, offering unique opportunities to engage with diverse teams and clients while delivering high-quality solutions. With a commitment to employee well-being and a supportive environment, we ensure that our team members thrive both personally and professionally.
