Loan Operations & Compliance Administrator

Aimee Willow Connex Limited; Liverpool; In loco; GBP 21.000 - 30.000; Tempo pieno

Descrizione del lavoro

Aimee Willow Connex Limited is seeking an experienced administrator to support sales, underwriting and compliance functions in Liverpool. You will handle quotes, letters, records and KYC/AML checks while coordinating across the team.

With strong organisational skills and proficiency in Outlook, CRM and SharePoint, you will maintain accurate records, manage high volumes of correspondence, and contribute to audit readiness and process improvements.

Competenze

• Proven experience in administration, ideally within financial services, lending, or a similarly regulated environment.
• Excellent organisational and record-keeping skills with strong attention to detail.
• Ability to manage high volumes of correspondence, documents and competing priorities.
• Confident using Outlook, CRM systems, SharePoint, and document management systems.
• Clear, professional written communication for producing quotes and offer letters.

Mansioni

• Prepare and issue loan quotes on behalf of the Head of Sales, reflecting terms accurately.
• Draft, prepare and issue offer letters in line with lending terms.
• Liaise with brokers, introducers and borrowers to gather information for applications.
• Provide day-to-day administrative support to the Head of Underwriting.
• Track deal progress and flag delays or outstanding requirements.
• Carry out KYC and AML checks on borrowers per policy and regulatory requirements.
• Record and update information across CRM, trackers, and internal logs.
• Save, file and manage documents with proper naming conventions and version control.
• Manage a shared inbox; triage, prioritise and assign emails to team members.
• Support audit preparation and data accuracy checks.

Conoscenze

Organisation

Record-keeping

Outlook

CRM systems

SharePoint

Communication

Attention to detail

Strumenti

CRM systems

SharePoint

Document management

Descrizione del lavoro

Aimee Willow Connex Limited is seeking an experienced administrator to support sales, underwriting and compliance functions in Liverpool. You will handle quotes, letters, records and KYC/AML checks while coordinating across the team.

With strong organisational skills and proficiency in Outlook, CRM and SharePoint, you will maintain accurate records, manage high volumes of correspondence, and contribute to audit readiness and process improvements.