About this role
Business Support Administrator
Liverpool
£28k-£30k
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 termsDraft, prepare, and issue o?er letters in line with approved lending termsLiaise with brokers, introducers, and borrowers to gather information required to progress applicationsProvide 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 requirementsCollect, verify, and record identi?cation, source of funds, and source of wealth documentationMaintain accurate and up-to-date KYC/AML records to support audit and compliance requirementsEscalate 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 logsSave and ?le information and documents correctly, in line with naming conventions and folder structuresEnsure records are complete, current, and easily retrievableSupport the Operations Manager with reporting and data accuracy checks
Document Control & Administration
Save, track, and update documents received via emailMaintain documents, CRM, trackers, and logsSupport the team with document retrieval and status updatesEnsure version control and prevent duplication or mis?ling
Inbox & Correspondence Management
Manage a dedicated shared email inbox on behalf of the teamMonitor, triage, and prioritise incoming correspondenceAllocate emails and actions to the appropriate team membersEnsure timely responses, follow-ups, and escalation where requiredMaintain a clear audit trail of email communications
Compliance & Quality Support
Support record-keeping requirements for compliance purposesEnsure documents and correspondence are stored securely and con?dentiallyAssist with audit preparation and information requests
Operations & Team Support
Act as a central coordination point for administrative queries across sales, underwriting, and operationsProvide general administrative support to the Operations ManagerIdentify and suggest process improvements to increase e?ciency
Experience
Essential
Proven experience in administration, ideally within ?nancial services, lending, or a similarly regulated environment.Excellent organisational and record-keeping skills, with strong attention to detail and accuracyAbility to manage high volumes of correspondence, documents, and competing prioritiesCon?dent using Outlook, CRM systems, SharePoint, and document management systemsClear, professional written communication skills for producing quotes and o?er letters
Desirable
Experience conducting KYC/AML checks, or working within a compliance-driven environmentExperience within property ?nance, bridging/short-term lending, or professional servicesExperience supporting multiple stakeholders (e.g. sales and underwriting teams) simultaneously