Administrative Assistant
hace 2 días
Liverpool
At Northreach, we partner with ambitious businesses across financial services, fintech, and digital sectors—connecting them with exceptional talent. We’re looking for a highly organised and proactive Pre-Application Specialist to join a fast-growing lending team. This is a key role within the sales function, supporting the journey from initial enquiry through to underwriting—ensuring a seamless and efficient lending process. 💼 The Opportunity Working closely with Sales Specialists, you’ll play a pivotal role in progressing deals, coordinating due diligence, and managing relationships with both internal teams and external stakeholders. If you thrive in a fast-paced financial environment and enjoy keeping complex cases moving, this could be the perfect next step. 🔍 What You’ll Be Doing • Supporting the progression of enquiries through to underwriting, • Managing due diligence, including background checks and verification processes, • Chasing outstanding documentation from brokers, clients, and internal teams, • Coordinating valuations, solicitor quotes, and ID verification, • Routing deals through the correct lending streams (e.g. bridging, refurbishment), • Maintaining accurate CRM records and case updates, • Supporting new business follow-ups during peak periods, • Assisting with broker onboarding and accreditation processes 🤝 Building Relationships • Acting as a key point of contact for brokers and clients, • Liaising with internal teams (Sales, Legal, Risk) and external partners (surveyors, solicitors), • Coordinating site inspections and ensuring reports are delivered within SLA, • Keeping all stakeholders informed on case progress, • Maintaining strong working relationships to ensure smooth deal execution 🧠 What We’re Looking For • Experience in a sales support, operations, or financial services environment, • Strong organisational skills with the ability to manage multiple cases, • Excellent communication and stakeholder management skills, • High attention to detail and strong analytical thinking, • Proficiency in CRM systems and Excel, • A proactive, problem-solving mindset ⭐ Nice to Have • Experience within bridging finance or property finance, • Exposure to customer due diligence processes, • Background in a fast-paced financial services environment, • Strong relationship management experience 🔥 What You’ll Need to Succeed • A passion for delivering excellent customer experience, • Strong relationship-building skills across all levels, • The ability to prioritise effectively and think logically, • A driven, resilient attitude with a “get it done” mindset, • Curiosity, adaptability, and a desire to continuously learn 🎁 What’s in It for You? • Competitive salary with regular reviews and discretionary bonuses, • Hybrid working and flexible hours, • Generous holiday allowance + additional leave for key life events, • Option to buy or sell annual leave, • Life assurance, income protection, and healthcare support, • Enhanced parental leave, • Ongoing training and career development opportunities, • A collaborative, people-focused culture with strong wellbeing support 📍 Working Pattern Hybrid working with flexibility, plus occasional office attendance and events as required