Funding Case Administrator - Office-Based Commercial Finance

Vero Finance; Ware; On-site; GBP 30,000 - 32,000; Full time

Benefits offered by this job

Training in funding products

Varied role with brokers

Office in Ware

Job summary

Vero Finance in Ware, Hertfordshire, is seeking an organised administrator to keep funding applications moving. You will support live cases from initial paperwork through to completion, liaising with clients and lenders and maintaining accurate CRM records.

Working closely with the Operations Manager and brokers, you’ll handle document requests, prepare proposals, and help with invoicing and reporting. The role is full-time and office-based in a friendly, client-focused team.

Qualifications

• Experience in administration, sales support or case management.
• Strong attention to detail and the confidence to pick up the phone and move things forward.
• Comfortable managing several priorities and learning new systems.
• Clear, approachable and professional communication with clients and lenders.

Responsibilities

• Requesting and following up on bank statements, accounts and supporting documents from clients.
• Checking application packs for missing information and preparing funding proposals for broker review.
• Submitting applications to lenders following broker approval.
• Liaising with clients and lenders to obtain updates and keep cases progressing.
• Keeping CRM accurate with case notes, next steps and follow-up dates.
• Coordinating signatures, completion paperwork and payout updates.
• Supporting fee invoicing, commission tracking and pipeline reporting.
• Logging incoming enquiries and helping the team provide a responsive service.
• Identifying delays and flagging issues to the broker or Operations Manager.

Skills

Administration experience

Sales support

Case management

Attention to detail

Communication

Job description

Vero Finance in Ware, Hertfordshire, is seeking an organised administrator to keep funding applications moving. You will support live cases from initial paperwork through to completion, liaising with clients and lenders and maintaining accurate CRM records.

Working closely with the Operations Manager and brokers, you’ll handle document requests, prepare proposals, and help with invoicing and reporting. The role is full-time and office-based in a friendly, client-focused team.